Amalgamated Financial
AMAL
118 hedge funds and large institutions have $280M invested in Amalgamated Financial in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 26 closing their positions.
137% more call options, than puts
Call options by funds: $223K | Put options by funds: $94K
12% more repeat investments, than reductions
Existing positions increased: 48 | Existing positions reduced: 43
0.29% more ownership
Funds ownership: 51.28% → 51.57% (+0.29%)
9% less funds holding
Funds holding: 130 → 118 (-12)
20% less capital invested
Capital invested by funds: $349M → $280M (-$68.5M)
46% less first-time investments, than exits
New positions opened: 14 | Existing positions closed: 26
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$8.58M |
| 2 |
State Street
Boston,
Massachusetts
|
+$8.16M |
| 3 |
BlackRock
New York
|
+$4.75M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.93M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
+$2.29M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto,
Ontario, Canada
|
-$3.96M |
| 2 |
Millennium Management
New York
|
-$3.62M |
| 3 |
N
Nuveen
Charlotte,
North Carolina
|
-$3.58M |
| 4 |
Morgan Stanley
New York
|
-$2.89M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$2.86M |
AMAL Hedge Fund Activity: Q1 2023 in Review
118 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2023, worth a combined $280M — down 20% from $349M a quarter earlier.
Sellers outnumbered buyers: 26 funds closed out of AMAL and 14 opened new positions — a net loss of 12 holders — while 43 trimmed existing stakes and 48 added.
The largest buyer was Adage Capital Partners, adding an estimated $8.58M. The largest seller was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, exiting entirely with an estimated $3.96M sold.
- 118 institutional investors held Amalgamated Financial (AMAL) as of Q1 2023, down from 130 in Q4 2022.
- Funds reported $280M of Amalgamated Financial stock for Q1 2023, down 20% quarter-over-quarter.
- 14 funds opened new Amalgamated Financial positions in Q1 2023 and 26 closed out, a net change of -12 holders.
- The largest Amalgamated Financial buyer in Q1 2023 was Adage Capital Partners, an estimated $8.58M added.
- The largest Amalgamated Financial seller in Q1 2023 was Healthcare of Ontario Pension Plan (HOOPP) Trust Fund, an estimated $3.96M sold.
Based on aggregated 13F filings for Q1 2023.