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Amalgamated Financial
AMAL

90 hedge funds and large institutions have $183M invested in Amalgamated Financial in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 86 → 90 (+4)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.54% more ownership

Funds ownership: 37.14% → 37.68% (+0.54%)

4% less capital invested

Capital invested by funds: $191M → $183M (-$7.94M)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
32
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$3.68M
2
BCM
Basswood Capital Management
New York
+$3.25M
3
BCM
Bridgeway Capital Management
Texas
+$3.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.51M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
PFP
Patriot Financial Partners
Pennsylvania
-$10M
2
Goldman Sachs
Goldman Sachs
New York
-$2.93M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.53M
4
Citadel Advisors
Citadel Advisors
Florida
-$686K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
First Trust Advisors
26
First Trust Advisors
Illinois
$1.34M -$18.3K -1,129 -1%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$1.32M +$351K +21,680 +37%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.29M +$65.7K +4,055 +5%
EDRH
29
Edmond de Rothschild Holding
Switzerland
$1.23M +$443K +27,330 +53%
MAM
30
Martingale Asset Management
Massachusetts
$1.16M +$149K +9,207 +14%
D.E. Shaw & Co
31
D.E. Shaw & Co
New York
$1.04M +$197K +12,181 +22%
Russell Investments Group
32
Russell Investments Group
United Kingdom
$948K -$1.53M -94,280 -61%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$906K -$558K -34,460 -37%
Stifel Financial
34
Stifel Financial
Missouri
$788K +$816K +50,363 New
SO
35
STRS Ohio
Ohio
$775K +$110K +6,800 +16%
Citadel Advisors
36
Citadel Advisors
Florida
$669K -$686K -42,391 -50%
PCM
37
Peregrine Capital Management
Minnesota
$657K – – –
Los Angeles Capital Management
38
Los Angeles Capital Management
California
$655K -$22.2K -1,370 -3%
PAM
39
Panagora Asset Management
Massachusetts
$633K +$237K +14,627 +57%
HI
40
Harrington Investments
California
$633K +$262K +16,200 +67%
CIC
41
Cornercap Investment Counsel
Georgia
$594K +$80.9K +4,994 +15%
Grantham, Mayo, Van Otterloo & Co (GMO)
42
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$568K -$19.4K -1,200 -3%
Bank of America
43
Bank of America
North Carolina
$562K -$355K -21,938 -38%
Renaissance Technologies
44
Renaissance Technologies
New York
$560K +$123K +7,600 +27%
EMG
45
ETF Managers Group
New Jersey
$558K +$586K +36,216 New
American Century Companies
46
American Century Companies
Missouri
$518K +$133K +8,190 +33%
Swiss National Bank
47
Swiss National Bank
Switzerland
$481K -$29.1K -1,800 -6%
SEI Investments
48
SEI Investments
Pennsylvania
$470K +$198K +12,238 +68%
Ameriprise
49
Ameriprise
Minnesota
$428K -$90.9K -5,611 -17%
RA
50
Raffles Associates
New York
$391K +$405K +25,000 New
1
2
3 4

AMAL Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2021, worth a combined $183M — down 4.2% from $191M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AMAL positions and 10 closed out — a net gain of 4 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was DekaBank Deutsche Girozentrale, opening a new position worth an estimated $3.68M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $10M sold.

  • 90 institutional investors held Amalgamated Financial (AMAL) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $183M of Amalgamated Financial stock for Q2 2021, down 4.2% quarter-over-quarter.
  • 14 funds opened new Amalgamated Financial positions in Q2 2021 and 10 closed out, a net change of +4 holders.
  • The largest Amalgamated Financial buyer in Q2 2021 was DekaBank Deutsche Girozentrale, an estimated $3.68M added.
  • The largest Amalgamated Financial seller in Q2 2021 was Patriot Financial Partners, an estimated $10M sold.

Based on aggregated 13F filings for Q2 2021.