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Amalgamated Financial
AMAL

93 hedge funds and large institutions have $234M invested in Amalgamated Financial in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 10

133% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 18

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

19% more capital invested

Capital invested by funds: $197M → $234M (+$36.7M)

15% more funds holding

Funds holding: 81 → 93 (+12)

0.9% less ownership

Funds ownership: 38.75% → 37.85% (-0.9%)

Holders
93
Holders Change
+12
Holders Change %
+14.81%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
24
Increased
42
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Fidelity Investments
Fidelity Investments
Massachusetts
+$5.72M
2
KCM
Kennedy Capital Management
Missouri
+$2.84M
3
Millennium Management
Millennium Management
New York
+$2.7M
4
BlackRock
BlackRock
New York
+$2.34M
5
N
Nuveen
North Carolina
+$1.85M

Top Sellers

Rank Fund Capital Flow
1
Goldman Sachs
Goldman Sachs
New York
-$6.07M
2
CRC
Curi RMB Capital
Illinois
-$3.75M
3
AllianceBernstein
AllianceBernstein
Tennessee
-$2.42M
4
Acadian Asset Management
Acadian Asset Management
Massachusetts
-$1.59M
5
MCA
Mendon Capital Advisors
Florida
-$1.59M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
76
US Bancorp
Minnesota
$61K – – –
Citigroup
77
Citigroup
New York
$55K +$11.3K +615 +28%
Bank of Montreal
78
Bank of Montreal
Ontario, Canada
$45K +$10.1K +546 +30%
PAM
79
Panagora Asset Management
Massachusetts
$33K +$13.5K +733 +77%
AIP
80
Ameritas Investment Partners
Nebraska
$24K +$7.54K +409 +51%
New York State Teachers Retirement System (NYSTRS)
81
New York State Teachers Retirement System (NYSTRS)
New York
$23K +$22.1K +1,200 New
BGIM
82
Brandywine Global Investment Management
Pennsylvania
$22K +$20.3K +1,100 New
Canada Life
83
Canada Life
Manitoba, Canada
$21K +$20.8K +1,130 New
Royal Bank of Canada
84
Royal Bank of Canada
Ontario, Canada
$20K +$4.16K +226 +28%
EA
85
Emerald Advisers
Pennsylvania
$17K +$16.4K +892 New
MAM
86
Meeder Asset Management
Ohio
$14K +$13.3K +722 New
Federated Hermes
87
Federated Hermes
Pennsylvania
$13K +$7.65K +415 +180%
NFG
88
Next Financial Group
Texas
$11K – – –
BWP
89
Baldwin Wealth Partners
Massachusetts
$11K +$1.01K +55 +11%
MWNA
90
Marshall Wace North America
New York
$8K +$7.96K +432 New
CHAM
91
Clear Harbor Asset Management
Connecticut
$1.95K +$1.84K +100 New
AG
92
Advisor Group
Arizona
$1K +$719 +39 New
Acadian Asset Management
93
Acadian Asset Management
Massachusetts
– -$1.59M -99,548 Closed
CEP
94
Chicago Equity Partners
Illinois
– -$419K -26,185 Closed
RA
95
Raffles Associates
New York
– -$417K -26,000 Closed
PP
96
Paloma Partners
Connecticut
– -$372K -23,203 Closed
CS
97
Credit Suisse
Switzerland
– -$280K -17,511 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$256K -15,980 Closed
ECM
99
ExodusPoint Capital Management
New York
– -$240K -15,000 Closed
TI
100
Trexquant Investment
Connecticut
– -$200K -12,500 Closed
1 2 3
4
5

AMAL Hedge Fund Activity: Q4 2019 in Review

93 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2019, worth a combined $234M — up 19% from $197M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new AMAL positions and 10 closed out — a net gain of 14 holders — while 42 added to existing stakes and 18 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $5.72M. The largest seller was Goldman Sachs, cutting an estimated $6.07M.

  • 93 institutional investors held Amalgamated Financial (AMAL) as of Q4 2019, up from 81 in Q3 2019.
  • Funds reported $234M of Amalgamated Financial stock for Q4 2019, up 19% quarter-over-quarter.
  • 24 funds opened new Amalgamated Financial positions in Q4 2019 and 10 closed out, a net change of +14 holders.
  • The largest Amalgamated Financial buyer in Q4 2019 was Fidelity Investments, an estimated $5.72M added.
  • The largest Amalgamated Financial seller in Q4 2019 was Goldman Sachs, an estimated $6.07M sold.

Based on aggregated 13F filings for Q4 2019.