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Amalgamated Financial
AMAL

87 hedge funds and large institutions have $194M invested in Amalgamated Financial in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $183M → $194M (+$10.9M)

2% more funds holding

Funds holding: 85 → 87 (+2)

0.06% less ownership

Funds ownership: 37.32% → 37.26% (-0.06%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
34
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$2.64M
2
Ameriprise
Ameriprise
Minnesota
+$1.06M
3
BCM
Bridgeway Capital Management
Texas
+$888K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$859K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$773K

Top Sellers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$2.89M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.34M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.19M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$834K
5
Charles Schwab
Charles Schwab
California
-$670K
Name Holding Trade Value Shares
Change 		Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$1.68M +$1.06M +60,637 +153%
Jacobs Levy Equity Management
27
Jacobs Levy Equity Management
New Jersey
$1.39M +$10.3K +590 +0.7%
MAM
28
Martingale Asset Management
Massachusetts
$1.14M -$198K -11,399 -14%
HI
29
Harrington Investments
California
$959K +$94.9K +5,455 +11%
American Century Companies
30
American Century Companies
Missouri
$857K +$232K +13,306 +35%
Assenagon Asset Management
31
Assenagon Asset Management
Luxembourg
$827K +$859K +49,344 New
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$821K -$55.7K -3,198 -6%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$790K +$157K +9,030 +24%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$772K -$46.5K -2,670 -5%
SO
35
STRS Ohio
Ohio
$741K -$94K -5,400 -11%
Bank of America
36
Bank of America
North Carolina
$734K +$126K +7,257 +20%
PCM
37
Peregrine Capital Management
Minnesota
$705K – – –
Millennium Management
38
Millennium Management
New York
$692K +$360K +20,709 +101%
EMG
39
ETF Managers Group
New Jersey
$690K +$34.4K +1,974 +5%
PAM
40
Panagora Asset Management
Massachusetts
$667K -$10.9K -624 -2%
Los Angeles Capital Management
41
Los Angeles Capital Management
California
$632K – – –
Charles Schwab
42
Charles Schwab
California
$627K -$670K -38,495 -51%
Grantham, Mayo, Van Otterloo & Co (GMO)
43
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$609K – – –
Renaissance Technologies
44
Renaissance Technologies
New York
$575K +$392K +22,500 +191%
Prudential Financial
45
Prudential Financial
New Jersey
$544K +$361K +20,765 +178%
Swiss National Bank
46
Swiss National Bank
Switzerland
$517K – – –
CIC
47
Cornercap Investment Counsel
Georgia
$501K +$520K +29,852 New
Citadel Advisors
48
Citadel Advisors
Florida
$462K -$403K -23,167 -46%
SEI Investments
49
SEI Investments
Pennsylvania
$432K -$36.6K -2,100 -8%
State of Tennessee, Department of Treasury
50
State of Tennessee, Department of Treasury
Tennessee
$365K – – –
1
2
3 4

AMAL Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2021, worth a combined $194M — up 5.9% from $183M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AMAL positions and 6 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.

The largest buyer was First Manhattan, adding an estimated $2.64M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $2.89M.

  • 87 institutional investors held Amalgamated Financial (AMAL) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $194M of Amalgamated Financial stock for Q4 2021, up 5.9% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q4 2021 and 6 closed out, a net change of +2 holders.
  • The largest Amalgamated Financial buyer in Q4 2021 was First Manhattan, an estimated $2.64M added.
  • The largest Amalgamated Financial seller in Q4 2021 was DekaBank Deutsche Girozentrale, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2021.