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Amalgamated Financial
AMAL

86 hedge funds and large institutions have $191M invested in Amalgamated Financial in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $162M → $191M (+$28.8M)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

1% less ownership

Funds ownership: 38.13% → 37.14% (-1%)

2% less funds holding

Funds holding: 88 → 86 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
33
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$9.35M
2
N
Nuveen
North Carolina
+$7.7M
3
BlackRock
BlackRock
New York
+$1.73M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$1.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$974K

Top Sellers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$8.11M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$7.84M
3
PFP
Patriot Financial Partners
Pennsylvania
-$3.74M
4
Goldman Sachs
Goldman Sachs
New York
-$1.49M
5
Northern Trust
Northern Trust
Illinois
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
51
Harrington Investments
California
$403K +$394K +24,300 New
VOYA Investment Management
52
VOYA Investment Management
Georgia
$361K +$13.7K +845 +4%
State of Tennessee, Department of Treasury
53
State of Tennessee, Department of Treasury
Tennessee
$361K +$92.4K +5,700 +36%
Invesco
54
Invesco
Georgia
$344K -$43.1K -2,662 -11%
MSL
55
Mackay Shields LLC
New York
$342K -$465K -28,700 -58%
CCM
56
CAAS Capital Management
New York
$342K +$334K +20,602 New
RhumbLine Advisers
57
RhumbLine Advisers
Massachusetts
$340K -$17.5K -1,080 -5%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$331K -$7.41K -457 -2%
Prudential Financial
59
Prudential Financial
New Jersey
$310K +$131K +8,100 +76%
SEI Investments
60
SEI Investments
Pennsylvania
$296K – – –
HSBC Holdings
61
HSBC Holdings
United Kingdom
$286K -$20.7K -1,277 -7%
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$282K +$23.7K +1,465 +9%
LSV Asset Management
63
LSV Asset Management
Illinois
$202K – – –
APP
64
Alpha Paradigm Partners
Illinois
$202K +$197K +12,175 New
Wells Fargo
65
Wells Fargo
California
$183K -$478K -29,466 -73%
EGM
66
Engineers Gate Manager
New York
$182K +$178K +10,996 New
Walleye Trading
67
Walleye Trading
New York
$180K +$176K +10,879 New
Royal Bank of Canada
68
Royal Bank of Canada
Ontario, Canada
$159K +$13.1K +808 +9%
Ohio Public Employees Retirement System (OPERS)
69
Ohio Public Employees Retirement System (OPERS)
Ohio
$156K – – –
US Bancorp
70
US Bancorp
Minnesota
$135K – – –
UBS Group
71
UBS Group
Switzerland
$126K +$19.7K +1,217 +19%
FCA
72
FinTrust Capital Advisors
South Carolina
$89K -$2.03K -125 -2%
Citigroup
73
Citigroup
New York
$64K -$80.3K -4,956 -56%
Zurich Cantonal Bank
74
Zurich Cantonal Bank
Switzerland
$54K – – –
Lazard Asset Management
75
Lazard Asset Management
New York
$37K +$36.3K +2,240 New
1 2
3
4

AMAL Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2021, worth a combined $191M — up 18% from $162M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AMAL and 12 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $9.35M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $8.11M.

  • 86 institutional investors held Amalgamated Financial (AMAL) as of Q1 2021, down from 88 in Q4 2020.
  • Funds reported $191M of Amalgamated Financial stock for Q1 2021, up 18% quarter-over-quarter.
  • 12 funds opened new Amalgamated Financial positions in Q1 2021 and 14 closed out, a net change of -2 holders.
  • The largest Amalgamated Financial buyer in Q1 2021 was Basswood Capital Management, an estimated $9.35M added.
  • The largest Amalgamated Financial seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $8.11M sold.

Based on aggregated 13F filings for Q1 2021.