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Amalgamated Financial
AMAL

195 hedge funds and large institutions have $611M invested in Amalgamated Financial in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

229% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 14

118% more call options, than puts

Call options by funds: $124K | Put options by funds: $57K

38% more repeat investments, than reductions

Existing positions increased: 69 | Existing positions reduced: 50

18% more funds holding

Funds holding: 165 → 195 (+30)

12% more capital invested

Capital invested by funds: $547M → $611M (+$64.5M)

2.69% more ownership

Funds ownership: 56.88% → 59.57% (+2.7%)

Holders
195
Holders Change
+30
Holders Change %
+18.18%
% of All Funds
2.57%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
46
Increased
69
Reduced
50
Closed
14
Calls
$124K
Puts
$57K
Net Calls
+$67K
Net Calls Change
+$30K

Top Buyers

Rank Fund Capital Flow
1
NPIC
Neumeier Poma Investment Counsel
California
+$13.4M
2
BlackRock
BlackRock
New York
+$7.81M
3
CAM
Congress Asset Management
Massachusetts
+$5.48M
4
State Street
State Street
Massachusetts
+$4.73M
5
UBS Group
UBS Group
Switzerland
+$3.31M

Top Sellers

Rank Fund Capital Flow
1
Brown Advisory
Brown Advisory
Maryland
-$28.2M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$5.78M
3
KCM
Kennedy Capital Management
Missouri
-$3.62M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$3.13M
5
D.E. Shaw & Co
D.E. Shaw & Co
New York
-$1.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
51
Martingale Asset Management
Massachusetts
$2.36M -$79K -2,299 -3%
Ameriprise
52
Ameriprise
Minnesota
$2.29M -$3.54K -103 -0.2%
Raymond James Financial
53
Raymond James Financial
Florida
$2.24M +$2.3M +67,035 New
Lazard Asset Management
54
Lazard Asset Management
New York
$2.2M +$415K +12,086 +22%
Universal-Beteiligungs- und Servicegesellschaft
55
Universal-Beteiligungs- und Servicegesellschaft
Germany
$2.14M +$2.19M +63,855 New
TI
56
Trexquant Investment
Connecticut
$2.14M +$1.75M +51,029 +399%
SBH
57
Segall Bryant & Hamill
Illinois
$2.11M +$403K +11,735 +23%
BGIM
58
Brandywine Global Investment Management
Pennsylvania
$1.98M -$96.4K -2,805 -5%
Citadel Advisors
59
Citadel Advisors
Florida
$1.97M +$704K +20,496 +53%
UBS AM
60
UBS AM
Illinois
$1.86M +$141K +4,115 +8%
JFG
61
Jefferies Financial Group
New York
$1.84M +$1.89M +55,000 New
Los Angeles Capital Management
62
Los Angeles Capital Management
California
$1.81M -$473K -13,760 -20%
Two Sigma Advisers
63
Two Sigma Advisers
New York
$1.72M -$477K -13,900 -21%
AT
64
Avalon Trust
New Mexico
$1.7M -$36.8K -1,070 -2%
Teacher Retirement System of Texas
65
Teacher Retirement System of Texas
Texas
$1.67M +$492K +14,329 +40%
Two Sigma Investments
66
Two Sigma Investments
New York
$1.54M -$886K -25,801 -36%
BNP Paribas Financial Markets
67
BNP Paribas Financial Markets
France
$1.4M +$1.44M +41,886 New
AllianceBernstein
68
AllianceBernstein
Tennessee
$1.4M – – –
Citigroup
69
Citigroup
New York
$1.39M +$163K +4,740 +13%
Jacobs Levy Equity Management
70
Jacobs Levy Equity Management
New Jersey
$1.36M +$42.8K +1,247 +3%
Axa
71
Axa
France
$1.32M – – –
Rafferty Asset Management
72
Rafferty Asset Management
New York
$1.18M +$136K +3,950 +13%
PAM
73
Panagora Asset Management
Massachusetts
$1.14M -$67K -1,950 -5%
Balyasny Asset Management
74
Balyasny Asset Management
Illinois
$1.14M +$1.17M +34,082 New
Swiss National Bank
75
Swiss National Bank
Switzerland
$1.1M – – –
1 2
3
4 5

AMAL Hedge Fund Activity: Q4 2024 in Review

195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2024, worth a combined $611M — up 12% from $547M a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new AMAL positions and 14 closed out — a net gain of 32 holders — while 69 added to existing stakes and 50 trimmed.

The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $13.4M. The largest seller was Brown Advisory, cutting an estimated $28.2M.

  • 195 institutional investors held Amalgamated Financial (AMAL) as of Q4 2024, up from 165 in Q3 2024.
  • Funds reported $611M of Amalgamated Financial stock for Q4 2024, up 12% quarter-over-quarter.
  • 46 funds opened new Amalgamated Financial positions in Q4 2024 and 14 closed out, a net change of +32 holders.
  • The largest Amalgamated Financial buyer in Q4 2024 was Neumeier Poma Investment Counsel, an estimated $13.4M added.
  • The largest Amalgamated Financial seller in Q4 2024 was Brown Advisory, an estimated $28.2M sold.

Based on aggregated 13F filings for Q4 2024.