Amalgamated Financial
AMAL
88 hedge funds and large institutions have $162M invested in Amalgamated Financial in 2020 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 40 increasing their positions, 29 reducing their positions, and 5 closing their positions.
60% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 5
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
32% more capital invested
Capital invested by funds: $123M → $162M (+$39M)
2% more funds holding
Funds holding: 86 → 88 (+2)
0.06% more ownership
Funds ownership: 38.07% → 38.13% (+0.06%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$1.64M |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$1.48M |
| 3 |
First Manhattan
New York
|
+$1.34M |
| 4 |
BlackRock
New York
|
+$1.27M |
| 5 |
Geode Capital Management
Boston,
Massachusetts
|
+$850K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WLRC
W.L. Ross & Co
Dallas,
Texas
|
-$6.55M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$885K |
| 3 |
MAM
Martingale Asset Management
Boston,
Massachusetts
|
-$859K |
| 4 |
Millennium Management
New York
|
-$776K |
| 5 |
Grantham, Mayo, Van Otterloo & Co (GMO)
Boston,
Massachusetts
|
-$401K |
AMAL Hedge Fund Activity: Q4 2020 in Review
88 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2020, worth a combined $162M — up 32% from $123M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new AMAL positions and 5 closed out — a net gain of 3 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was Vanguard Group, adding an estimated $1.64M. The largest seller was W.L. Ross & Co, exiting entirely with an estimated $6.55M sold.
- 88 institutional investors held Amalgamated Financial (AMAL) as of Q4 2020, up from 86 in Q3 2020.
- Funds reported $162M of Amalgamated Financial stock for Q4 2020, up 32% quarter-over-quarter.
- 8 funds opened new Amalgamated Financial positions in Q4 2020 and 5 closed out, a net change of +3 holders.
- The largest Amalgamated Financial buyer in Q4 2020 was Vanguard Group, an estimated $1.64M added.
- The largest Amalgamated Financial seller in Q4 2020 was W.L. Ross & Co, an estimated $6.55M sold.
Based on aggregated 13F filings for Q4 2020.