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Amalgamated Financial
AMAL

90 hedge funds and large institutions have $183M invested in Amalgamated Financial in 2021 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 32 increasing their positions, 30 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 86 → 90 (+4)

7% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 30

0.54% more ownership

Funds ownership: 37.14% → 37.68% (+0.54%)

4% less capital invested

Capital invested by funds: $191M → $183M (-$7.94M)

Holders
90
Holders Change
+4
Holders Change %
+4.65%
% of All Funds
1.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
32
Reduced
30
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$3.68M
2
BCM
Basswood Capital Management
New York
+$3.25M
3
BCM
Bridgeway Capital Management
Texas
+$3.1M
4
JP Morgan Chase
JP Morgan Chase
New York
+$2.51M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$1.4M

Top Sellers

Rank Fund Capital Flow
1
PFP
Patriot Financial Partners
Pennsylvania
-$10M
2
Goldman Sachs
Goldman Sachs
New York
-$2.93M
3
Russell Investments Group
Russell Investments Group
United Kingdom
-$1.53M
4
Citadel Advisors
Citadel Advisors
Florida
-$686K
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$618K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$35K – – –
TRCT
77
Tower Research Capital (TRC)
New York
$32K +$6.22K +384 +23%
Legal & General Group
78
Legal & General Group
United Kingdom
$28K – – –
Federated Hermes
79
Federated Hermes
Pennsylvania
$26K -$3.04K -188 -10%
AIP
80
Ameritas Investment Partners
Nebraska
$19K – – –
UBS Group
81
UBS Group
Switzerland
$17K -$106K -6,554 -86%
New York State Teachers Retirement System (NYSTRS)
82
New York State Teachers Retirement System (NYSTRS)
New York
$17K – – –
Citigroup
83
Citigroup
New York
$14K -$47.8K -2,954 -77%
Rockefeller Capital Management
84
Rockefeller Capital Management
New York
$12K +$49 +3 +0.4%
BWP
85
Baldwin Wealth Partners
Massachusetts
$8K – – –
TWA
86
TCI Wealth Advisors
Arizona
$3K +$2.72K +168 New
OSAM
87
O'Shaughnessy Asset Management
Connecticut
$2K -$2.12K -131 -54%
Walleye Capital
88
Walleye Capital
New York
$180 -$225K -13,912 -55%
AIG
89
American International Group
New York
$119 -$1.17K -72 -0.9%
PFP
90
Patriot Financial Partners
Pennsylvania
– -$10M -604,138 Closed
Millennium Management
91
Millennium Management
New York
– -$553K -33,356 Closed
California Public Employees Retirement System
92
California Public Employees Retirement System
California
– -$456K -27,500 Closed
WCM
93
Wedge Capital Management
North Carolina
– -$422K -25,433 Closed
KCM
94
Kennedy Capital Management
Missouri
– -$416K -25,077 Closed
CCM
95
CAAS Capital Management
New York
– -$342K -20,602 Closed
MSL
96
Mackay Shields LLC
New York
– -$342K -20,600 Closed
HSBC Holdings
97
HSBC Holdings
United Kingdom
– -$286K -16,275 Closed
EGM
98
Engineers Gate Manager
New York
– -$182K -10,996 Closed
Walleye Trading
99
Walleye Trading
New York
– -$180K -10,879 Closed
S
100
SignatureFD
Georgia
– +$453 +28 New
1 2 3
4

AMAL Hedge Fund Activity: Q2 2021 in Review

90 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2021, worth a combined $183M — down 4.2% from $191M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AMAL positions and 10 closed out — a net gain of 4 holders — while 32 added to existing stakes and 30 trimmed.

The largest buyer was DekaBank Deutsche Girozentrale, opening a new position worth an estimated $3.68M. The largest seller was Patriot Financial Partners, exiting entirely with an estimated $10M sold.

  • 90 institutional investors held Amalgamated Financial (AMAL) as of Q2 2021, up from 86 in Q1 2021.
  • Funds reported $183M of Amalgamated Financial stock for Q2 2021, down 4.2% quarter-over-quarter.
  • 14 funds opened new Amalgamated Financial positions in Q2 2021 and 10 closed out, a net change of +4 holders.
  • The largest Amalgamated Financial buyer in Q2 2021 was DekaBank Deutsche Girozentrale, an estimated $3.68M added.
  • The largest Amalgamated Financial seller in Q2 2021 was Patriot Financial Partners, an estimated $10M sold.

Based on aggregated 13F filings for Q2 2021.