Amalgamated Financial
AMAL
77 hedge funds and large institutions have $222M invested in Amalgamated Financial in 2019 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 27 increasing their positions, 17 reducing their positions, and 7 closing their positions.
186% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 7
59% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 17
17% more funds holding
Funds holding: 66 → 77 (+11)
12% more capital invested
Capital invested by funds: $199M → $222M (+$23.2M)
0.07% more ownership
Funds ownership: 39.97% → 40.04% (+0.07%)
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$2.06M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
+$1.73M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
+$1.22M |
| 4 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
+$780K |
| 5 |
FTI
Fiduciary Trust International
Lincoln,
Massachusetts
|
+$691K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$3.4M |
| 2 |
Millennium Management
New York
|
-$1.49M |
| 3 |
EMFAT
Emerald Mutual Fund Advisers Trust
Leola,
Pennsylvania
|
-$1.13M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.1M |
| 5 |
RC
Roubaix Capital
Denver,
Colorado
|
-$863K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
76
Acadian Asset Management
Boston,
Massachusetts
| – | -$1.1M | -70,324 | Closed |
|
|
RC
77
Roubaix Capital
Denver,
Colorado
| – | -$863K | -55,171 | Closed |
|
|
ECM
78
ExodusPoint Capital Management
New York
| – | -$360K | -22,974 | Closed |
|
|
JMPWA
79
JP Morgan Private Wealth Advisors
San Francisco,
California
| – | -$275K | -17,571 | Closed |
|
|
WG
80
Winton Group
London,
United Kingdom
| – | -$165K | -10,529 | Closed |
|
81
Marshall Wace
London,
United Kingdom
| – | -$135K | -8,628 | Closed |
|
|
MCM
82
Manchester Capital Management
Manchester,
Vermont
| – | -$7K | -450 | Closed |
|
|
TRCT
83
Tower Research Capital (TRC)
New York
| – | -$1.52K | -91 | -83% |
|
84
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| – | +$167 | +10 | New |
|
AMAL Hedge Fund Activity: Q2 2019 in Review
77 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2019, worth a combined $222M — up 12% from $199M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new AMAL positions and 7 closed out — a net gain of 13 holders — while 27 added to existing stakes and 17 trimmed.
The largest buyer was BlackRock, adding an estimated $2.06M. The largest seller was Goldman Sachs, cutting an estimated $3.4M.
- 77 institutional investors held Amalgamated Financial (AMAL) as of Q2 2019, up from 66 in Q1 2019.
- Funds reported $222M of Amalgamated Financial stock for Q2 2019, up 12% quarter-over-quarter.
- 20 funds opened new Amalgamated Financial positions in Q2 2019 and 7 closed out, a net change of +13 holders.
- The largest Amalgamated Financial buyer in Q2 2019 was BlackRock, an estimated $2.06M added.
- The largest Amalgamated Financial seller in Q2 2019 was Goldman Sachs, an estimated $3.4M sold.
Based on aggregated 13F filings for Q2 2019.