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Amalgamated Financial
AMAL

86 hedge funds and large institutions have $191M invested in Amalgamated Financial in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $162M → $191M (+$28.8M)

14% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 29

1% less ownership

Funds ownership: 38.13% → 37.14% (-1%)

2% less funds holding

Funds holding: 88 → 86 (-2)

14% less first-time investments, than exits

New positions opened: 12 | Existing positions closed: 14

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
86
Holders Change
-2
Holders Change %
-2.27%
% of All Funds
1.51%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
12
Increased
33
Reduced
29
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
+$9.35M
2
N
Nuveen
North Carolina
+$7.7M
3
BlackRock
BlackRock
New York
+$1.73M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$1.36M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$974K

Top Sellers

Rank Fund Capital Flow
1
CRM
Cramer Rosenthal McGlynn
Connecticut
-$8.11M
2
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$7.84M
3
PFP
Patriot Financial Partners
Pennsylvania
-$3.74M
4
Goldman Sachs
Goldman Sachs
New York
-$1.49M
5
Northern Trust
Northern Trust
Illinois
-$1.14M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
76
Federated Hermes
Pennsylvania
$31K +$14.3K +884 +92%
Legal & General Group
77
Legal & General Group
United Kingdom
$29K – – –
TRCT
78
Tower Research Capital (TRC)
New York
$27K -$57.7K -3,563 -68%
AIP
79
Ameritas Investment Partners
Nebraska
$20K – – –
New York State Teachers Retirement System (NYSTRS)
80
New York State Teachers Retirement System (NYSTRS)
New York
$18K – – –
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$12K +$12.6K +775 New
BWP
82
Baldwin Wealth Partners
Massachusetts
$8K – – –
OSAM
83
O'Shaughnessy Asset Management
Connecticut
$4K +$810 +50 +26%
Osaic Holdings
84
Osaic Holdings
Arizona
$2K +$2.03K +125 New
Walleye Capital
85
Walleye Capital
New York
$422 +$412K +25,446 New
AIG
86
American International Group
New York
$128 +$308 +19 +0.2%
DekaBank Deutsche Girozentrale
87
DekaBank Deutsche Girozentrale
Germany
– -$7.84M -584,459 Closed
Assenagon Asset Management
88
Assenagon Asset Management
Luxembourg
– -$565K -41,093 Closed
Barclays
89
Barclays
United Kingdom
– -$399K -29,117 Closed
IA
90
IndexIQ Advisors
New York
– -$266K -19,357 Closed
Two Sigma Advisers
91
Two Sigma Advisers
New York
– -$231K -16,800 Closed
TI
92
Trexquant Investment
Connecticut
– -$201K -14,639 Closed
CS
93
Credit Suisse
Switzerland
– -$173K -12,644 Closed
PP
94
PDT Partners
New York
– -$151K -11,025 Closed
Squarepoint
95
Squarepoint
New York
– -$151K -10,960 Closed
PPA
96
Parametric Portfolio Associates
Washington
– -$139K -10,093 Closed
BNP Paribas Financial Markets
97
BNP Paribas Financial Markets
France
– -$56.6K -4,118 Closed
Canada Life
98
Canada Life
Manitoba, Canada
– -$13K -951 Closed
NFG
99
Next Financial Group
Texas
– -$6K -400 Closed
CAPTRUST Financial Advisors
100
CAPTRUST Financial Advisors
North Carolina
– -$1K -43 Closed
1 2 3
4

AMAL Hedge Fund Activity: Q1 2021 in Review

86 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2021, worth a combined $191M — up 18% from $162M a quarter earlier.

Sellers outnumbered buyers: 14 funds closed out of AMAL and 12 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 33 added.

The largest buyer was Basswood Capital Management, opening a new position worth an estimated $9.35M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $8.11M.

  • 86 institutional investors held Amalgamated Financial (AMAL) as of Q1 2021, down from 88 in Q4 2020.
  • Funds reported $191M of Amalgamated Financial stock for Q1 2021, up 18% quarter-over-quarter.
  • 12 funds opened new Amalgamated Financial positions in Q1 2021 and 14 closed out, a net change of -2 holders.
  • The largest Amalgamated Financial buyer in Q1 2021 was Basswood Capital Management, an estimated $9.35M added.
  • The largest Amalgamated Financial seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $8.11M sold.

Based on aggregated 13F filings for Q1 2021.