We are live on ! Find out more
AMAL icon

Amalgamated Financial
AMAL

88 hedge funds and large institutions have $162M invested in Amalgamated Financial in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 5

38% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 29

32% more capital invested

Capital invested by funds: $123M → $162M (+$39M)

2% more funds holding

Funds holding: 86 → 88 (+2)

0.06% more ownership

Funds ownership: 38.07% → 38.13% (+0.06%)

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
88
Holders Change
+2
Holders Change %
+2.33%
% of All Funds
1.56%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
8
Increased
40
Reduced
29
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$1.64M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$1.48M
3
First Manhattan
First Manhattan
New York
+$1.34M
4
BlackRock
BlackRock
New York
+$1.27M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$850K

Top Sellers

Rank Fund Capital Flow
1
WLRC
W.L. Ross & Co
Texas
-$6.55M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$885K
3
MAM
Martingale Asset Management
Massachusetts
-$859K
4
Millennium Management
Millennium Management
New York
-$776K
5
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
-$401K
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$288K +$17.1K +1,341 +7%
California State Teachers Retirement System (CalSTRS)
52
California State Teachers Retirement System (CalSTRS)
California
$280K -$12.8K -1,010 -5%
American Century Companies
53
American Century Companies
Missouri
$277K +$56.8K +4,462 +28%
IA
54
IndexIQ Advisors
New York
$266K +$25.4K +1,998 +12%
SEI Investments
55
SEI Investments
Pennsylvania
$245K -$36.9K -2,900 -14%
HSBC Holdings
56
HSBC Holdings
United Kingdom
$243K +$12K +945 +6%
Two Sigma Advisers
57
Two Sigma Advisers
New York
$231K -$76.3K -6,000 -26%
PAM
58
Panagora Asset Management
Massachusetts
$231K -$8.65K -680 -4%
KCM
59
Kennedy Capital Management
Missouri
$229K +$78.9K +6,200 +59%
State of Tennessee, Department of Treasury
60
State of Tennessee, Department of Treasury
Tennessee
$220K +$5.72K +450 +3%
New York State Common Retirement Fund
61
New York State Common Retirement Fund
New York
$213K – – –
TI
62
Trexquant Investment
Connecticut
$201K -$50.7K -3,990 -21%
CS
63
Credit Suisse
Switzerland
$173K +$161K +12,644 New
LSV Asset Management
64
LSV Asset Management
Illinois
$167K – – –
Squarepoint
65
Squarepoint
New York
$151K +$139K +10,960 New
PP
66
PDT Partners
New York
$151K +$140K +11,025 New
Prudential Financial
67
Prudential Financial
New Jersey
$146K -$890 -70 -0.7%
PPA
68
Parametric Portfolio Associates
Washington
$139K -$4.25K -334 -3%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$129K -$36.9K -2,900 -24%
Deutsche Bank
70
Deutsche Bank
Germany
$127K +$32.5K +2,557 +38%
Citigroup
71
Citigroup
New York
$121K +$102K +8,018 +1,004%
Royal Bank of Canada
72
Royal Bank of Canada
Ontario, Canada
$120K +$111K +8,762 New
US Bancorp
73
US Bancorp
Minnesota
$112K +$104K +8,153 New
UBS Group
74
UBS Group
Switzerland
$88K +$71K +5,586 +701%
FCA
75
FinTrust Capital Advisors
South Carolina
$76K +$20.6K +1,616 +41%
1 2
3
4

AMAL Hedge Fund Activity: Q4 2020 in Review

88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2020, worth a combined $162M — up 32% from $123M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AMAL positions and 5 closed out — a net gain of 3 holders — while 40 added to existing stakes and 29 trimmed.

The largest buyer was Vanguard Group, adding an estimated $1.64M. The largest seller was W.L. Ross & Co, exiting entirely with an estimated $6.55M sold.

  • 88 institutional investors held Amalgamated Financial (AMAL) as of Q4 2020, up from 86 in Q3 2020.
  • Funds reported $162M of Amalgamated Financial stock for Q4 2020, up 32% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q4 2020 and 5 closed out, a net change of +3 holders.
  • The largest Amalgamated Financial buyer in Q4 2020 was Vanguard Group, an estimated $1.64M added.
  • The largest Amalgamated Financial seller in Q4 2020 was W.L. Ross & Co, an estimated $6.55M sold.

Based on aggregated 13F filings for Q4 2020.