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Amalgamated Financial
AMAL

90 hedge funds and large institutions have $129M invested in Amalgamated Financial in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0.41% less ownership

Funds ownership: 37.85% → 37.44% (-0.41%)

8% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 13

3% less funds holding

Funds holding: 93 → 90 (-3)

45% less capital invested

Capital invested by funds: $234M → $129M (-$105M)

Holders
90
Holders Change
-3
Holders Change %
-3.23%
% of All Funds
1.98%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
12
Increased
39
Reduced
24
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$9.08M
2
PFP
Patriot Financial Partners
Pennsylvania
+$3.85M
3
BCM
Bridgeway Capital Management
Texas
+$2.44M
4
MAM
Martingale Asset Management
Massachusetts
+$1.92M
5
CRM
Cramer Rosenthal McGlynn
Connecticut
+$1.83M

Top Sellers

Rank Fund Capital Flow
1
CRC
Curi RMB Capital
Illinois
-$6.25M
2
PCM
Peregrine Capital Management
Minnesota
-$6.23M
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$5.75M
4
ACL
Azora Capital LP
Florida
-$4.31M
5
MCA
Mendon Capital Advisors
Florida
-$2.98M
Name Holding Trade Value Shares
Change 		Change in
Stake
California State Teachers Retirement System (CalSTRS)
51
California State Teachers Retirement System (CalSTRS)
California
$232K +$3.96K +247 +1%
EM
52
ELCO Management
New York
$224K -$41.9K -2,613 -11%
RhumbLine Advisers
53
RhumbLine Advisers
Massachusetts
$218K – – –
Barclays
54
Barclays
United Kingdom
$196K -$111K -6,914 -28%
Invesco
55
Invesco
Georgia
$194K +$286K +17,868 New
FTI
56
Fiduciary Trust International
Massachusetts
$188K -$383K -23,876 -58%
HSBC Holdings
57
HSBC Holdings
United Kingdom
$187K +$20.3K +1,266 +8%
Deutsche Bank
58
Deutsche Bank
Germany
$181K -$135K -8,409 -33%
SEI Investments
59
SEI Investments
Pennsylvania
$174K -$24K -1,500 -9%
First Trust Advisors
60
First Trust Advisors
Illinois
$164K -$38.4K -2,395 -14%
KeyBank National Association
61
KeyBank National Association
Ohio
$145K – – –
PAM
62
Panagora Asset Management
Massachusetts
$141K +$182K +11,351 +676%
UBS Group
63
UBS Group
Switzerland
$140K -$107K -6,679 -34%
California Public Employees Retirement System
64
California Public Employees Retirement System
California
$136K – – –
LI
65
Leap Investments
Illinois
$136K +$202K +12,600 New
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$133K +$40.1K +2,501 +26%
LSV Asset Management
67
LSV Asset Management
Illinois
$132K +$196K +12,200 New
AG
68
Algert Global
California
$122K -$29K -1,810 -14%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$122K – – –
PP
70
PDT Partners
New York
$116K +$171K +10,700 New
SO
71
STRS Ohio
Ohio
$114K – – –
Prudential Financial
72
Prudential Financial
New Jersey
$114K +$169K +10,526 New
Morgan Stanley
73
Morgan Stanley
New York
$103K -$387K -24,170 -72%
AIG
74
American International Group
New York
$89K -$7.63K -476 -5%
Citigroup
75
Citigroup
New York
$58K +$41K +2,558 +91%
1 2
3
4 5

AMAL Hedge Fund Activity: Q1 2020 in Review

90 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2020, worth a combined $129M — down 45% from $234M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of AMAL and 12 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 39 added.

The largest buyer was Adage Capital Partners, adding an estimated $9.08M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $6.25M sold.

  • 90 institutional investors held Amalgamated Financial (AMAL) as of Q1 2020, down from 93 in Q4 2019.
  • Funds reported $129M of Amalgamated Financial stock for Q1 2020, down 45% quarter-over-quarter.
  • 12 funds opened new Amalgamated Financial positions in Q1 2020 and 13 closed out, a net change of -1 holder.
  • The largest Amalgamated Financial buyer in Q1 2020 was Adage Capital Partners, an estimated $9.08M added.
  • The largest Amalgamated Financial seller in Q1 2020 was Curi RMB Capital, an estimated $6.25M sold.

Based on aggregated 13F filings for Q1 2020.