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Amalgamated Financial
AMAL

87 hedge funds and large institutions have $194M invested in Amalgamated Financial in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $183M → $194M (+$10.9M)

2% more funds holding

Funds holding: 85 → 87 (+2)

0.06% less ownership

Funds ownership: 37.32% → 37.26% (-0.06%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.34%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
34
Reduced
27
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
First Manhattan
First Manhattan
New York
+$2.64M
2
Ameriprise
Ameriprise
Minnesota
+$1.06M
3
BCM
Bridgeway Capital Management
Texas
+$888K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$859K
5
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$773K

Top Sellers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
-$2.89M
2
Geode Capital Management
Geode Capital Management
Massachusetts
-$1.34M
3
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$1.19M
4
Vanguard Group
Vanguard Group
Pennsylvania
-$834K
5
Charles Schwab
Charles Schwab
California
-$670K
Name Holding Trade Value Shares
Change 		Change in
Stake
Lazard Asset Management
76
Lazard Asset Management
New York
$53K -$22.8K -1,309 -29%
Marshall Wace
77
Marshall Wace
United Kingdom
$48K -$289K -16,577 -85%
FCA
78
FinTrust Capital Advisors
South Carolina
$44K – – –
Schroder Investment Management Group
79
Schroder Investment Management Group
United Kingdom
$35K +$36.5K +2,095 New
AIP
80
Ameritas Investment Partners
Nebraska
$20K – – –
TRCT
81
Tower Research Capital (TRC)
New York
$17K -$60.4K -3,471 -77%
Rockefeller Capital Management
82
Rockefeller Capital Management
New York
$9K -$3.53K -203 -26%
BWP
83
Baldwin Wealth Partners
Massachusetts
$8K – – –
TWA
84
TCI Wealth Advisors
Arizona
$3K – – –
ACM
85
Aquatic Capital Management
Illinois
$2K +$1.74K +100 New
UB
86
UMB Bank
Missouri
$1K +$1.04K +60 New
GC
87
Globeflex Capital
California
$1K +$1.1K +63 New
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
– -$1.19M -76,523 Closed
RA
89
Raffles Associates
New York
– -$396K -25,000 Closed
E
90
Ergoteles
New York
– -$187K -11,806 Closed
SG Americas Securities
91
SG Americas Securities
New York
– -$159K -10,034 Closed
APP
92
Alpha Paradigm Partners
Illinois
– -$123K -7,745 Closed
1 2 3
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AMAL Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2021, worth a combined $194M — up 5.9% from $183M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AMAL positions and 6 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.

The largest buyer was First Manhattan, adding an estimated $2.64M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $2.89M.

  • 87 institutional investors held Amalgamated Financial (AMAL) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $194M of Amalgamated Financial stock for Q4 2021, up 5.9% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q4 2021 and 6 closed out, a net change of +2 holders.
  • The largest Amalgamated Financial buyer in Q4 2021 was First Manhattan, an estimated $2.64M added.
  • The largest Amalgamated Financial seller in Q4 2021 was DekaBank Deutsche Girozentrale, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2021.