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Amalgamated Financial
AMAL

85 hedge funds and large institutions have $183M invested in Amalgamated Financial in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 30

0% more capital invested

Capital invested by funds: $183M → $183M (+$58.7K)

0.36% less ownership

Funds ownership: 37.68% → 37.32% (-0.36%)

6% less funds holding

Funds holding: 90 → 85 (-5)

36% less first-time investments, than exits

New positions opened: 9 | Existing positions closed: 14

Holders
85
Holders Change
-5
Holders Change %
-5.56%
% of All Funds
1.49%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
31
Reduced
30
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$2.83M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$2.75M
3
BCM
Basswood Capital Management
New York
+$2.24M
4
CYG
Clean Yield Group
Vermont
+$1.87M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$744K

Top Sellers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
-$3.22M
2
PCM
Penn Capital Management
Pennsylvania
-$2.25M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$1.35M
4
First Trust Advisors
First Trust Advisors
Illinois
-$1.11M
5
N
Nuveen
North Carolina
-$836K
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
26
Martingale Asset Management
Massachusetts
$1.25M +$77.9K +5,088 +7%
Charles Schwab
27
Charles Schwab
California
$1.2M -$713K -46,592 -38%
Bank of Montreal
28
Bank of Montreal
Ontario, Canada
$1.19M -$64.8K -4,237 -5%
Dimensional Fund Advisors
29
Dimensional Fund Advisors
Texas
$1.13M +$744K +48,608 +216%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$825K -$223K -14,604 -22%
HI
31
Harrington Investments
California
$818K +$172K +11,215 +28%
Citadel Advisors
32
Citadel Advisors
Florida
$802K +$121K +7,899 +18%
SO
33
STRS Ohio
Ohio
$784K – – –
Russell Investments Group
34
Russell Investments Group
United Kingdom
$771K -$183K -11,952 -20%
PCM
35
Peregrine Capital Management
Minnesota
$665K – – –
PAM
36
Panagora Asset Management
Massachusetts
$639K -$1.02K -67 -0.2%
Ameriprise
37
Ameriprise
Minnesota
$628K +$188K +12,300 +45%
EMG
38
ETF Managers Group
New Jersey
$612K +$50.4K +3,291 +9%
Acadian Asset Management
39
Acadian Asset Management
Massachusetts
$602K -$303K -19,813 -34%
American Century Companies
40
American Century Companies
Missouri
$598K +$71.6K +4,676 +14%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$597K -$63.8K -4,170 -10%
Bank of America
42
Bank of America
North Carolina
$578K +$7.8K +510 +1%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$575K – – –
Swiss National Bank
44
Swiss National Bank
Switzerland
$487K – – –
SEI Investments
45
SEI Investments
Pennsylvania
$441K -$34.2K -2,232 -7%
RA
46
Raffles Associates
New York
$396K – – –
Invesco
47
Invesco
Georgia
$361K +$20.4K +1,330 +6%
State of Tennessee, Department of Treasury
48
State of Tennessee, Department of Treasury
Tennessee
$344K – – –
Millennium Management
49
Millennium Management
New York
$325K +$314K +20,527 New
DAS
50
Dynamic Advisor Solutions
Arizona
$310K +$101K +6,630 +51%
1
2
3 4

AMAL Hedge Fund Activity: Q3 2021 in Review

85 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2021, worth a combined $183M — up 0.03% from $183M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AMAL and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 31 added.

The largest buyer was First Manhattan, adding an estimated $2.83M. The largest seller was Vanguard Group, cutting an estimated $3.22M.

  • 85 institutional investors held Amalgamated Financial (AMAL) as of Q3 2021, down from 90 in Q2 2021.
  • Funds reported $183M of Amalgamated Financial stock for Q3 2021, up 0.03% quarter-over-quarter.
  • 9 funds opened new Amalgamated Financial positions in Q3 2021 and 14 closed out, a net change of -5 holders.
  • The largest Amalgamated Financial buyer in Q3 2021 was First Manhattan, an estimated $2.83M added.
  • The largest Amalgamated Financial seller in Q3 2021 was Vanguard Group, an estimated $3.22M sold.

Based on aggregated 13F filings for Q3 2021.