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Amalgamated Financial
AMAL

114 hedge funds and large institutions have $264M invested in Amalgamated Financial in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more call options, than puts

Call options by funds: $5K | Put options by funds: $2K

4% more capital invested

Capital invested by funds: $254M → $264M (+$9.92M)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

5% less repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 40

1.26% less ownership

Funds ownership: 51.67% → 50.41% (-1.3%)

2% less funds holding

Funds holding: 116 → 114 (-2)

Holders
114
Holders Change
-2
Holders Change %
-1.72%
% of All Funds
1.81%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
38
Reduced
40
Closed
11
Calls
$5K
Puts
$2K
Net Calls
+$3K
Net Calls Change
+$3K

Top Buyers

Rank Fund Capital Flow
1
RGC
Redwood Grove Capital
California
+$4.18M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.2M
3
PI
Putnam Investments
Massachusetts
+$1.25M
4
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
+$1.2M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.15M

Top Sellers

Rank Fund Capital Flow
1
Millennium Management
Millennium Management
New York
-$3.49M
2
BlackRock
BlackRock
New York
-$2.49M
3
Goldman Sachs
Goldman Sachs
New York
-$1.91M
4
BCM
Bridgeway Capital Management
Texas
-$1.87M
5
AllianceBernstein
AllianceBernstein
Tennessee
-$757K
Name Holding Trade Value Shares
Change 		Change in
Stake
IP
26
Isthmus Partners
Wisconsin
$1.67M +$73.9K +4,083 +4%
AllianceBernstein
27
AllianceBernstein
Tennessee
$1.61M -$757K -41,802 -31%
EF
28
Empowered Funds
Pennsylvania
$1.59M +$137K +7,584 +9%
BCM
29
Basswood Capital Management
New York
$1.56M – – –
AG
30
Algert Global
California
$1.4M -$487K -26,910 -25%
Ameriprise
31
Ameriprise
Minnesota
$1.33M -$9.39K -519 -0.7%
HI
32
Harrington Investments
California
$1.32M +$73.3K +4,050 +6%
BGIM
33
Brandywine Global Investment Management
Pennsylvania
$1.28M -$21.3K -1,179 -2%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$1.25M -$144K -7,939 -10%
EDRH
35
Edmond de Rothschild Holding
Switzerland
$1.21M – – –
JP Morgan Chase
36
JP Morgan Chase
New York
$1.18M -$613K -33,850 -33%
Federated Hermes
37
Federated Hermes
Pennsylvania
$1.13M -$25.7K -1,419 -2%
First Trust Advisors
38
First Trust Advisors
Illinois
$1,000K -$32.5K -1,795 -3%
MAM
39
Martingale Asset Management
Massachusetts
$982K -$218K -12,043 -17%
AT
40
Avalon Trust
New Mexico
$934K -$149K -8,225 -13%
Charles Schwab
41
Charles Schwab
California
$852K +$27.7K +1,531 +3%
GC
42
Globeflex Capital
California
$638K – – –
Swiss National Bank
43
Swiss National Bank
Switzerland
$632K – – –
ZCM
44
Ziegler Capital Management
Illinois
$607K +$99.3K +5,489 +18%
Squarepoint
45
Squarepoint
New York
$588K -$708K -39,127 -53%
GCP
46
GSA Capital Partners
United Kingdom
$588K +$618K +34,140 New
Barclays
47
Barclays
United Kingdom
$563K -$18.9K -1,046 -3%
CCIA
48
Campbell & Co Investment Adviser
Maryland
$536K +$121K +6,713 +27%
VOYA Investment Management
49
VOYA Investment Management
Georgia
$525K – – –
Millennium Management
50
Millennium Management
New York
$521K -$3.49M -192,562 -86%
1
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AMAL Hedge Fund Activity: Q3 2023 in Review

114 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2023, worth a combined $264M — up 3.9% from $254M a quarter earlier.

Fund positioning in AMAL was balanced in Q3 2023: 11 funds opened new positions, 11 closed out, 38 added to existing stakes and 40 trimmed.

The largest buyer was Redwood Grove Capital, opening a new position worth an estimated $4.18M. The largest seller was Millennium Management, cutting an estimated $3.49M.

  • 114 institutional investors held Amalgamated Financial (AMAL) as of Q3 2023, down from 116 in Q2 2023.
  • Funds reported $264M of Amalgamated Financial stock for Q3 2023, up 3.9% quarter-over-quarter.
  • 11 funds opened new Amalgamated Financial positions in Q3 2023 and 11 closed out, a net change of 0 holders.
  • The largest Amalgamated Financial buyer in Q3 2023 was Redwood Grove Capital, an estimated $4.18M added.
  • The largest Amalgamated Financial seller in Q3 2023 was Millennium Management, an estimated $3.49M sold.

Based on aggregated 13F filings for Q3 2023.