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Amalgamated Financial

87 hedge funds and large institutions have $194M invested in Amalgamated Financial in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $183M → $194M (+$10.9M)

2% more funds holding

Funds holding: 8587 (+2)

0.06% less ownership

Funds ownership: 37.32%37.26% (-0.06%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Invesco
51
Invesco
Georgia
$356K -$26.3K -1,509 -7%
DAS
52
Dynamic Advisor Solutions
Arizona
$337K +$8.88K +510 +3%
California State Teachers Retirement System (CalSTRS)
53
California State Teachers Retirement System (CalSTRS)
California
$330K +$10.9K +627 +3%
TI
54
Trexquant Investment
Connecticut
$323K +$40.7K +2,341 +14%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$313K -$505 -29 -0.2%
VOYA Investment Management
56
VOYA Investment Management
Georgia
$253K
First Trust Advisors
57
First Trust Advisors
Illinois
$242K +$17.1K +985 +7%
Wells Fargo
58
Wells Fargo
California
$231K +$131K +7,514 +120%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$216K +$38.1K +2,187 +20%
AQR Capital Management
60
AQR Capital Management
Connecticut
$212K
EGM
61
Engineers Gate Manager
New York
$208K +$216K +12,422 New
LSV Asset Management
62
LSV Asset Management
Illinois
$205K
Royal Bank of Canada
63
Royal Bank of Canada
Ontario, Canada
$185K +$19.8K +1,140 +11%
ZCM
64
Zebra Capital Management
Connecticut
$170K -$65.2K -3,747 -27%
Osaic Holdings
65
Osaic Holdings
Arizona
$169K +$6.96K +400 +4%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$158K
US Bancorp
67
US Bancorp
Minnesota
$145K +$7.75K +445 +5%
Deutsche Bank
68
Deutsche Bank
Germany
$139K +$7.66K +440 +6%
New York State Common Retirement Fund
69
New York State Common Retirement Fund
New York
$133K
AIG
70
American International Group
New York
$121K -$3.78K -217 -3%
DA
71
Denali Advisors
California
$109K +$113K +6,500 New
UBS Group
72
UBS Group
Switzerland
$102K +$101K +5,792 +1,931%
Legal & General Group
73
Legal & General Group
United Kingdom
$76K
Citigroup
74
Citigroup
New York
$60K +$27.5K +1,580 +80%
Zurich Cantonal Bank
75
Zurich Cantonal Bank
Switzerland
$55K

AMAL Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2021, worth a combined $194M — up 5.9% from $183M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AMAL positions and 6 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.

The largest buyer was First Manhattan, adding an estimated $2.64M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $2.89M.

  • 87 institutional investors held Amalgamated Financial (AMAL) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $194M of Amalgamated Financial stock for Q4 2021, up 5.9% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q4 2021 and 6 closed out, a net change of +2 holders.
  • The largest Amalgamated Financial buyer in Q4 2021 was First Manhattan, an estimated $2.64M added.
  • The largest Amalgamated Financial seller in Q4 2021 was DekaBank Deutsche Girozentrale, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2021.