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Amalgamated Financial

86 hedge funds and large institutions have $206M invested in Amalgamated Financial in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $194M → $206M (+$11.9M)

0.34% less ownership

Funds ownership: 37.26%36.92% (-0.34%)

1% less funds holding

Funds holding: 8786 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$1.8M -$282K -16,482 -14%
Assenagon Asset Management
27
Assenagon Asset Management
Luxembourg
$1.58M +$663K +38,795 +79%
Jacobs Levy Equity Management
28
Jacobs Levy Equity Management
New Jersey
$1.46M -$30.2K -1,769 -2%
American Century Companies
29
American Century Companies
Missouri
$1.18M +$252K +14,740 +29%
MAM
30
Martingale Asset Management
Massachusetts
$1.17M -$46.1K -2,700 -4%
HI
31
Harrington Investments
California
$1.09M +$60.5K +3,540 +6%
Prudential Financial
32
Prudential Financial
New Jersey
$839K +$244K +14,300 +44%
Acadian Asset Management
33
Acadian Asset Management
Massachusetts
$829K -$16.4K -957 -2%
PCM
34
Peregrine Capital Management
Minnesota
$785K +$27.9K +1,630 +4%
EMG
35
ETF Managers Group
New Jersey
$763K +$16.8K +981 +2%
D.E. Shaw & Co
36
D.E. Shaw & Co
New York
$754K -$119K -6,962 -14%
PAM
37
Panagora Asset Management
Massachusetts
$719K +$4.42K +259 +0.7%
Charles Schwab
38
Charles Schwab
California
$690K +$16.7K +980 +3%
Los Angeles Capital Management
39
Los Angeles Capital Management
California
$678K
SO
40
STRS Ohio
Ohio
$670K -$118K -6,900 -16%
Grantham, Mayo, Van Otterloo & Co (GMO)
41
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$653K
Citadel Advisors
42
Citadel Advisors
Florida
$634K +$131K +7,694 +28%
Swiss National Bank
43
Swiss National Bank
Switzerland
$595K +$39.3K +2,300 +7%
CIC
44
Cornercap Investment Counsel
Georgia
$570K +$32.1K +1,881 +6%
Bank of America
45
Bank of America
North Carolina
$535K -$240K -14,018 -32%
Invesco
46
Invesco
Georgia
$444K +$58.9K +3,449 +16%
Russell Investments Group
47
Russell Investments Group
United Kingdom
$421K -$386K -22,575 -49%
DAS
48
Dynamic Advisor Solutions
Arizona
$371K +$9.06K +530 +3%
SEI Investments
49
SEI Investments
Pennsylvania
$363K -$95.4K -5,582 -22%
California State Teachers Retirement System (CalSTRS)
50
California State Teachers Retirement System (CalSTRS)
California
$334K -$18.8K -1,102 -6%

AMAL Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2022, worth a combined $206M — up 6.1% from $194M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AMAL and 8 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 32 added.

The largest buyer was DekaBank Deutsche Girozentrale, adding an estimated $1.54M. The largest seller was Nuveen, cutting an estimated $1.81M.

  • 86 institutional investors held Amalgamated Financial (AMAL) as of Q1 2022, down from 87 in Q4 2021.
  • Funds reported $206M of Amalgamated Financial stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q1 2022 and 9 closed out, a net change of -1 holder.
  • The largest Amalgamated Financial buyer in Q1 2022 was DekaBank Deutsche Girozentrale, an estimated $1.54M added.
  • The largest Amalgamated Financial seller in Q1 2022 was Nuveen, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2022.