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Amalgamated Financial
AMAL

86 hedge funds and large institutions have $191M invested in Amalgamated Financial in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $162M → $191M (+$28.8M)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

1% less ownership

Funds ownership: 38.13% → 37.14% (-1%)

2% less funds holding

Funds holding: 88 → 86 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
33
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$9.35M
2
N
Nuveen
North Carolina
+$7.7M
3
BlackRock
BlackRock
New York
+$1.73M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$1.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$974K

Top Sellers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$8.11M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$7.84M
3
PFP
Patriot Financial Partners
Pennsylvania
-$3.74M
4
Goldman Sachs
Goldman Sachs
New York
-$1.49M
5
Northern Trust
Northern Trust
Illinois
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.44M +$140K +8,631 +11%
Citadel Advisors
27
Citadel Advisors
Florida
$1.41M +$332K +20,466 +32%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.31M -$90.7K -5,594 -7%
MAM
29
Martingale Asset Management
Massachusetts
$1.07M +$37.4K +2,307 +4%
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$1.02M +$45.4K +2,803 +5%
Morgan Stanley
31
Morgan Stanley
New York
$984K -$267K -16,450 -22%
Bank of America
32
Bank of America
North Carolina
$962K +$491K +30,313 +110%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$905K -$15.3K -943 -2%
EDRH
34
Edmond de Rothschild Holding
Switzerland
$848K +$828K +51,100 New
Los Angeles Capital Management
35
Los Angeles Capital Management
California
$717K -$18.2K -1,120 -3%
SO
36
STRS Ohio
Ohio
$710K +$89.1K +5,500 +15%
PCM
37
Peregrine Capital Management
Minnesota
$697K – – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$682K -$270K -16,655 -29%
Grantham, Mayo, Van Otterloo & Co (GMO)
39
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$623K -$77.4K -4,775 -11%
Millennium Management
40
Millennium Management
New York
$553K -$880K -54,306 -62%
CIC
41
Cornercap Investment Counsel
Georgia
$548K +$535K +33,009 New
Ameriprise
42
Ameriprise
Minnesota
$547K -$230K -14,171 -30%
Swiss National Bank
43
Swiss National Bank
Switzerland
$541K – – –
Renaissance Technologies
44
Renaissance Technologies
New York
$468K -$559K -34,500 -55%
California Public Employees Retirement System
45
California Public Employees Retirement System
California
$456K -$62.9K -3,880 -12%
PAM
46
Panagora Asset Management
Massachusetts
$429K +$146K +9,005 +53%
WCM
47
Wedge Capital Management
North Carolina
$422K -$355K -21,900 -46%
KCM
48
Kennedy Capital Management
Missouri
$416K +$136K +8,379 +50%
American Century Companies
49
American Century Companies
Missouri
$414K +$77.1K +4,760 +24%
Deutsche Bank
50
Deutsche Bank
Germany
$409K +$249K +15,392 +166%
1
2
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AMAL Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2021, worth a combined $191M — up 18% from $162M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AMAL and 12 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $9.35M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $8.11M.

  • 86 institutional investors held Amalgamated Financial (AMAL) as of Q1 2021, down from 88 in Q4 2020.
  • Funds reported $191M of Amalgamated Financial stock for Q1 2021, up 18% quarter-over-quarter.
  • 12 funds opened new Amalgamated Financial positions in Q1 2021 and 14 closed out, a net change of -2 holders.
  • The largest Amalgamated Financial buyer in Q1 2021 was Basswood Capital Management, an estimated $9.35M added.
  • The largest Amalgamated Financial seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $8.11M sold.

Based on aggregated 13F filings for Q1 2021.