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Amalgamated Financial
AMAL

154 hedge funds and large institutions have $445M invested in Amalgamated Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $389M → $445M (+$56.1M)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0% less ownership

Funds ownership: 53.23% → 53.23% (-0%)

3% less funds holding

Funds holding: 159 → 154 (-5)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
61
Reduced
56
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$290K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.17M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$2.88M
3
BlackRock
BlackRock
New York
+$2.86M
4
American Century Companies
American Century Companies
Missouri
+$1.55M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
RGC
Redwood Grove Capital
California
-$4.82M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$2.73M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.16M
5
Goldman Sachs
Goldman Sachs
New York
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
Arrowstreet Capital
26
Arrowstreet Capital
Massachusetts
$3.43M +$450K +18,446 +17%
EF
27
Empowered Funds
Pennsylvania
$3.24M +$207K +8,460 +8%
Allianz Asset Management
28
Allianz Asset Management
Germany
$3.24M +$2.88M +118,153 New
KCM
29
Kennedy Capital Management
Missouri
$3.16M -$4.13K -169 -0.1%
D.E. Shaw & Co
30
D.E. Shaw & Co
New York
$2.74M +$21K +862 +0.9%
GC
31
Globeflex Capital
California
$2.55M -$177K -7,233 -7%
Massachusetts Financial Services
32
Massachusetts Financial Services
Massachusetts
$2.49M +$74.4K +3,047 +3%
AQR Capital Management
33
AQR Capital Management
Connecticut
$2.28M -$274K -11,205 -12%
Two Sigma Advisers
34
Two Sigma Advisers
New York
$2.12M +$1.29M +52,800 +215%
AG
35
Algert Global
California
$2.11M +$57.6K +2,360 +3%
Los Angeles Capital Management
36
Los Angeles Capital Management
California
$2.11M -$232K -9,500 -11%
HI
37
Harrington Investments
California
$2.08M +$18.6K +760 +1%
MAM
38
Martingale Asset Management
Massachusetts
$1.96M +$515K +21,087 +42%
CAM
39
ClariVest Asset Management
California
$1.86M +$46K +1,886 +3%
BGIM
40
Brandywine Global Investment Management
Pennsylvania
$1.74M -$73.6K -3,015 -5%
Barclays
41
Barclays
United Kingdom
$1.7M +$154K +6,321 +11%
Ameriprise
42
Ameriprise
Minnesota
$1.7M -$189K -7,725 -11%
First Trust Advisors
43
First Trust Advisors
Illinois
$1.66M -$117K -4,788 -7%
Bank of America
44
Bank of America
North Carolina
$1.59M -$122K -5,016 -8%
UBS AM
45
UBS AM
Illinois
$1.45M +$363K +14,877 +39%
Credit Agricole
46
Credit Agricole
France
$1.44M +$1.28M +52,541 New
AT
47
Avalon Trust
New Mexico
$1.42M -$2.44K -100 -0.2%
Charles Schwab
48
Charles Schwab
California
$1.39M +$86.4K +3,539 +8%
LSV Asset Management
49
LSV Asset Management
Illinois
$1.38M +$1.23M +50,279 New
T. Rowe Price Associates
50
T. Rowe Price Associates
Maryland
$1.37M +$1.22M +49,976 New
1
2
3 4 5

AMAL Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2024, worth a combined $445M — up 14% from $389M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMAL and 18 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 61 added.

The largest buyer was Vanguard Group, adding an estimated $6.17M. The largest seller was Redwood Grove Capital, exiting entirely with an estimated $4.82M sold.

  • 154 institutional investors held Amalgamated Financial (AMAL) as of Q2 2024, down from 159 in Q1 2024.
  • Funds reported $445M of Amalgamated Financial stock for Q2 2024, up 14% quarter-over-quarter.
  • 18 funds opened new Amalgamated Financial positions in Q2 2024 and 21 closed out, a net change of -3 holders.
  • The largest Amalgamated Financial buyer in Q2 2024 was Vanguard Group, an estimated $6.17M added.
  • The largest Amalgamated Financial seller in Q2 2024 was Redwood Grove Capital, an estimated $4.82M sold.

Based on aggregated 13F filings for Q2 2024.