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Amalgamated Financial
AMAL

159 hedge funds and large institutions have $389M invested in Amalgamated Financial in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,340% more call options, than puts

Call options by funds: $744K | Put options by funds: $10K

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

20% more funds holding

Funds holding: 133 → 159 (+26)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

1.99% more ownership

Funds ownership: 51.24% → 53.23% (+2%)

7% less capital invested

Capital invested by funds: $419M → $389M (-$30.5M)

Holders
159
Holders Change
+26
Holders Change %
+19.55%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
51
Reduced
46
Closed
9
Calls
$744K
Puts
$10K
Net Calls
+$734K
Net Calls Change
+$53K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$6.58M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.88M
3
Millennium Management
Millennium Management
New York
+$5.2M
4
Franklin Resources
Franklin Resources
California
+$4.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.05M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$7.83M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.01M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$5.45M
5
N
Nuveen
North Carolina
-$4.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
KBC Group
26
KBC Group
Belgium
$3.2M – – –
KCM
27
Kennedy Capital Management
Missouri
$2.77M – – –
Assenagon Asset Management
28
Assenagon Asset Management
Luxembourg
$2.7M -$410K -16,694 -13%
EF
29
Empowered Funds
Pennsylvania
$2.63M +$202K +8,225 +8%
Arrowstreet Capital
30
Arrowstreet Capital
Massachusetts
$2.56M +$2.63M +106,870 New
Renaissance Technologies
31
Renaissance Technologies
New York
$2.53M +$2.59M +105,500 New
GC
32
Globeflex Capital
California
$2.41M +$765K +31,152 +45%
D.E. Shaw & Co
33
D.E. Shaw & Co
New York
$2.38M +$1.22M +49,615 +100%
AQR Capital Management
34
AQR Capital Management
Connecticut
$2.27M +$1.55M +63,120 +201%
Massachusetts Financial Services
35
Massachusetts Financial Services
Massachusetts
$2.11M +$2.16M +87,760 New
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$2.07M -$7.37K -300 -0.3%
HI
37
Harrington Investments
California
$1.8M -$12.9K -525 -0.7%
AG
38
Algert Global
California
$1.79M +$175K +7,140 +11%
Ameriprise
39
Ameriprise
Minnesota
$1.68M -$33.9K -1,379 -2%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$1.6M -$11.1K -452 -0.7%
CAM
41
ClariVest Asset Management
California
$1.59M +$644K +26,224 +66%
First Trust Advisors
42
First Trust Advisors
Illinois
$1.57M +$17.2K +700 +1%
CSS
43
Cubist Systematic Strategies
Connecticut
$1.53M +$1.57M +63,772 New
Bank of America
44
Bank of America
North Carolina
$1.52M +$1.15M +46,727 +284%
Citigroup
45
Citigroup
New York
$1.42M +$1.24M +50,396 +584%
Barclays
46
Barclays
United Kingdom
$1.34M +$227K +9,248 +20%
AT
47
Avalon Trust
New Mexico
$1.25M -$38.1K -1,550 -3%
EDRH
48
Edmond de Rothschild Holding
Switzerland
$1.24M +$274K +11,145 +27%
MAM
49
Martingale Asset Management
Massachusetts
$1.21M – – –
Invesco
50
Invesco
Georgia
$1.16M -$2.15M -87,380 -64%
1
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AMAL Hedge Fund Activity: Q1 2024 in Review

159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2024, worth a combined $389M — down 7.3% from $419M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMAL positions and 9 closed out — a net gain of 27 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was State Street, adding an estimated $6.58M. The largest seller was Morgan Stanley, cutting an estimated $9.05M.

  • 159 institutional investors held Amalgamated Financial (AMAL) as of Q1 2024, up from 133 in Q4 2023.
  • Funds reported $389M of Amalgamated Financial stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 36 funds opened new Amalgamated Financial positions in Q1 2024 and 9 closed out, a net change of +27 holders.
  • The largest Amalgamated Financial buyer in Q1 2024 was State Street, an estimated $6.58M added.
  • The largest Amalgamated Financial seller in Q1 2024 was Morgan Stanley, an estimated $9.05M sold.

Based on aggregated 13F filings for Q1 2024.