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Amalgamated Financial
AMAL

86 hedge funds and large institutions have $206M invested in Amalgamated Financial in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $194M → $206M (+$11.9M)

0.34% less ownership

Funds ownership: 37.26% → 36.92% (-0.34%)

1% less funds holding

Funds holding: 87 → 86 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$1.54M
2
JP Morgan Chase
JP Morgan Chase
New York
+$807K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$703K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$663K
5
First Manhattan
First Manhattan
New York
+$605K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$1.81M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$1.36M
3
Millennium Management
Millennium Management
New York
-$692K
4
Renaissance Technologies
Renaissance Technologies
New York
-$575K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
RhumbLine Advisers
51
RhumbLine Advisers
Massachusetts
$308K -$26.1K -1,530 -8%
First Trust Advisors
52
First Trust Advisors
Illinois
$285K +$24.1K +1,410 +10%
VOYA Investment Management
53
VOYA Investment Management
Georgia
$271K – – –
Wells Fargo
54
Wells Fargo
California
$227K -$20.1K -1,176 -9%
Fidelity Investments
55
Fidelity Investments
Massachusetts
$221K -$9.55K -559 -4%
LSV Asset Management
56
LSV Asset Management
Illinois
$219K – – –
AG
57
Algert Global
California
$201K +$192K +11,210 New
Osaic Holdings
58
Osaic Holdings
Arizona
$184K +$2.53K +148 +1%
US Bancorp
59
US Bancorp
Minnesota
$181K +$25K +1,463 +17%
Royal Bank of Canada
60
Royal Bank of Canada
Ontario, Canada
$170K -$27.7K -1,619 -15%
Ohio Public Employees Retirement System (OPERS)
61
Ohio Public Employees Retirement System (OPERS)
Ohio
$169K – – –
New York State Common Retirement Fund
62
New York State Common Retirement Fund
New York
$143K +$342 +20 +0.3%
MIM
63
MetLife Investment Management
New Jersey
$134K +$127K +7,461 New
Deutsche Bank
64
Deutsche Bank
Germany
$133K -$15K -880 -11%
AIG
65
American International Group
New York
$122K -$8.12K -475 -7%
DA
66
Denali Advisors
California
$117K – – –
Allspring Global Investments
67
Allspring Global Investments
North Carolina
$96K +$92.2K +5,396 New
Legal & General Group
68
Legal & General Group
United Kingdom
$82K – – –
UBS Group
69
UBS Group
Switzerland
$67K -$39.6K -2,317 -38%
Zurich Cantonal Bank
70
Zurich Cantonal Bank
Switzerland
$59K – – –
Lazard Asset Management
71
Lazard Asset Management
New York
$57K – – –
FCA
72
FinTrust Capital Advisors
South Carolina
$56K +$8.25K +483 +19%
State of Tennessee, Department of Treasury
73
State of Tennessee, Department of Treasury
Tennessee
$45K -$329K -19,249 -89%
Barclays
74
Barclays
United Kingdom
$41K +$38.9K +2,277 New
AB
75
Amalgamated Bank
New York
$30K +$28.2K +1,648 New
1 2
3
4

AMAL Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2022, worth a combined $206M — up 6.1% from $194M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AMAL and 8 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 32 added.

The largest buyer was DekaBank Deutsche Girozentrale, adding an estimated $1.54M. The largest seller was Nuveen, cutting an estimated $1.81M.

  • 86 institutional investors held Amalgamated Financial (AMAL) as of Q1 2022, down from 87 in Q4 2021.
  • Funds reported $206M of Amalgamated Financial stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q1 2022 and 9 closed out, a net change of -1 holder.
  • The largest Amalgamated Financial buyer in Q1 2022 was DekaBank Deutsche Girozentrale, an estimated $1.54M added.
  • The largest Amalgamated Financial seller in Q1 2022 was Nuveen, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2022.