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Amalgamated Financial
AMAL

159 hedge funds and large institutions have $389M invested in Amalgamated Financial in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

7,340% more call options, than puts

Call options by funds: $744K | Put options by funds: $10K

300% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 9

20% more funds holding

Funds holding: 133 → 159 (+26)

11% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 46

1.99% more ownership

Funds ownership: 51.24% → 53.23% (+2%)

7% less capital invested

Capital invested by funds: $419M → $389M (-$30.5M)

Holders
159
Holders Change
+26
Holders Change %
+19.55%
% of All Funds
2.29%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
51
Reduced
46
Closed
9
Calls
$744K
Puts
$10K
Net Calls
+$734K
Net Calls Change
+$53K

Top Buyers

Rank Fund Capital Flow
1
State Street
State Street
Massachusetts
+$6.58M
2
JP Morgan Chase
JP Morgan Chase
New York
+$5.88M
3
Millennium Management
Millennium Management
New York
+$5.2M
4
Franklin Resources
Franklin Resources
California
+$4.7M
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.05M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$7.83M
3
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
-$6.01M
4
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$5.45M
5
N
Nuveen
North Carolina
-$4.56M
Name Holding Trade Value Shares
Change 		Change in
Stake
Charles Schwab
51
Charles Schwab
California
$1.13M -$30.3K -1,233 -3%
Thrivent Financial for Lutherans
52
Thrivent Financial for Lutherans
Minnesota
$1.12M +$178K +7,246 +18%
Teacher Retirement System of Texas
53
Teacher Retirement System of Texas
Texas
$1.09M +$552K +22,480 +98%
AllianceBernstein
54
AllianceBernstein
Tennessee
$1.07M -$541K -22,020 -33%
Citadel Advisors
55
Citadel Advisors
Florida
$1.01M -$310K -12,616 -23%
TI
56
Trexquant Investment
Connecticut
$1.01M +$434K +17,655 +73%
Squarepoint
57
Squarepoint
New York
$1M +$108K +4,395 +12%
UBS AM
58
UBS AM
Illinois
$912K +$42.5K +1,729 +5%
TI
59
Tidal Investments
Wisconsin
$909K +$931K +37,883 New
CCIA
60
Campbell & Co Investment Adviser
Maryland
$888K +$75.6K +3,075 +9%
Rafferty Asset Management
61
Rafferty Asset Management
New York
$879K +$900K +36,623 New
JF
62
Jump Financial
Illinois
$862K +$882K +35,904 New
PAM
63
Panagora Asset Management
Massachusetts
$858K +$878K +35,748 New
Boston Partners
64
Boston Partners
Massachusetts
$825K +$845K +34,379 New
Jacobs Levy Equity Management
65
Jacobs Levy Equity Management
New Jersey
$819K -$7.86K -320 -0.9%
Swiss National Bank
66
Swiss National Bank
Switzerland
$792K – – –
Two Sigma Investments
67
Two Sigma Investments
New York
$790K +$808K +32,900 New
DA
68
Denali Advisors
California
$720K +$351K +14,300 +91%
Qube Research & Technologies (QRT)
69
Qube Research & Technologies (QRT)
United Kingdom
$711K +$728K +29,625 New
RhumbLine Advisers
70
RhumbLine Advisers
Massachusetts
$710K +$15K +611 +2%
UBS Group
71
UBS Group
Switzerland
$677K -$6.22K -253 -0.9%
B
72
Bailard
California
$672K – – –
PCM
73
Peregrine Capital Management
Minnesota
$661K – – –
ECM
74
ExodusPoint Capital Management
New York
$633K +$649K +26,395 New
Two Sigma Advisers
75
Two Sigma Advisers
New York
$590K +$604K +24,600 New
1 2
3
4 5

AMAL Hedge Fund Activity: Q1 2024 in Review

159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2024, worth a combined $389M — down 7.3% from $419M a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new AMAL positions and 9 closed out — a net gain of 27 holders — while 51 added to existing stakes and 46 trimmed.

The largest buyer was State Street, adding an estimated $6.58M. The largest seller was Morgan Stanley, cutting an estimated $9.05M.

  • 159 institutional investors held Amalgamated Financial (AMAL) as of Q1 2024, up from 133 in Q4 2023.
  • Funds reported $389M of Amalgamated Financial stock for Q1 2024, down 7.3% quarter-over-quarter.
  • 36 funds opened new Amalgamated Financial positions in Q1 2024 and 9 closed out, a net change of +27 holders.
  • The largest Amalgamated Financial buyer in Q1 2024 was State Street, an estimated $6.58M added.
  • The largest Amalgamated Financial seller in Q1 2024 was Morgan Stanley, an estimated $9.05M sold.

Based on aggregated 13F filings for Q1 2024.