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Amalgamated Financial

91 hedge funds and large institutions have $149M invested in Amalgamated Financial in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $129M → $149M (+$20.6M)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

1% more funds holding

Funds holding: 9091 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 37.44%37.21% (-0.23%)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
35
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Barclays
51
Barclays
United Kingdom
$267K +$31.4K +2,960 +16%
Invesco
52
Invesco
Georgia
$260K +$28.7K +2,707 +15%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$251K -$26.6K -2,509 -11%
Bank of America
54
Bank of America
North Carolina
$249K -$42.9K -4,046 -17%
SEI Investments
55
SEI Investments
Pennsylvania
$236K +$27.5K +2,600 +16%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$218K -$530 -50 -0.3%
MCA
57
Mendon Capital Advisors
Florida
$208K -$4.08M -385,077 -96%
IA
58
IndexIQ Advisors
New York
$206K +$174K +16,418 New
EM
59
ELCO Management
New York
$199K -$52.8K -4,988 -24%
PP
60
PDT Partners
New York
$182K +$38.8K +3,660 +34%
Morgan Stanley
61
Morgan Stanley
New York
$180K +$49.3K +4,656 +49%
EGM
62
Engineers Gate Manager
New York
$176K -$160K -15,064 -52%
New York State Common Retirement Fund
63
New York State Common Retirement Fund
New York
$176K +$27.8K +2,622 +23%
American Century Companies
64
American Century Companies
Missouri
$161K +$135K +12,776 New
SO
65
STRS Ohio
Ohio
$158K +$20.1K +1,900 +18%
First Trust Advisors
66
First Trust Advisors
Illinois
$156K -$29.9K -2,819 -19%
Ohio Public Employees Retirement System (OPERS)
67
Ohio Public Employees Retirement System (OPERS)
Ohio
$156K
TI
68
Trexquant Investment
Connecticut
$155K +$130K +12,233 New
LSV Asset Management
69
LSV Asset Management
Illinois
$154K
Envestnet Asset Management
70
Envestnet Asset Management
Illinois
$145K +$122K +11,490 New
Prudential Financial
71
Prudential Financial
New Jersey
$131K -$1.35K -127 -1%
UBS Group
72
UBS Group
Switzerland
$104K -$49.6K -4,680 -36%
AIG
73
American International Group
New York
$102K -$1.35K -127 -2%
Deutsche Bank
74
Deutsche Bank
Germany
$77K -$113K -10,627 -64%
Citigroup
75
Citigroup
New York
$70K +$1.95K +184 +3%

AMAL Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2020, worth a combined $149M — up 16% from $129M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AMAL positions and 12 closed out — a net gain of 1 holder — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $1.7M. The largest seller was Mendon Capital Advisors, cutting an estimated $4.08M.

  • 91 institutional investors held Amalgamated Financial (AMAL) as of Q2 2020, up from 90 in Q1 2020.
  • Funds reported $149M of Amalgamated Financial stock for Q2 2020, up 16% quarter-over-quarter.
  • 13 funds opened new Amalgamated Financial positions in Q2 2020 and 12 closed out, a net change of +1 holder.
  • The largest Amalgamated Financial buyer in Q2 2020 was Acadian Asset Management, an estimated $1.7M added.
  • The largest Amalgamated Financial seller in Q2 2020 was Mendon Capital Advisors, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2020.