We are live on ! Find out more
AMAL icon

Amalgamated Financial
AMAL

86 hedge funds and large institutions have $206M invested in Amalgamated Financial in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $194M → $206M (+$11.9M)

0.34% less ownership

Funds ownership: 37.26% → 36.92% (-0.34%)

1% less funds holding

Funds holding: 87 → 86 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
32
Reduced
28
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale
Germany
+$1.54M
2
JP Morgan Chase
JP Morgan Chase
New York
+$807K
3
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
+$703K
4
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$663K
5
First Manhattan
First Manhattan
New York
+$605K

Top Sellers

Rank Fund Capital Flow
1
N
Nuveen
North Carolina
-$1.81M
2
CRM
Cramer Rosenthal McGlynn
Connecticut
-$1.36M
3
Millennium Management
Millennium Management
New York
-$692K
4
Renaissance Technologies
Renaissance Technologies
New York
-$575K
5
Russell Investments Group
Russell Investments Group
United Kingdom
-$386K
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Amalgamated Financial
New York
$30K +$28.2K +1,648 New
Citigroup
77
Citigroup
New York
$29K -$32.3K -1,892 -53%
AIP
78
Ameritas Investment Partners
Nebraska
$22K – – –
MLICM
79
Metropolitan Life Insurance Company (MetLife)
New York
$15.5K +$14.7K +862 New
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$10K – – –
BWP
81
Baldwin Wealth Partners
Massachusetts
$9K – – –
TRCT
82
Tower Research Capital (TRC)
New York
$3K -$14.6K -856 -83%
TWA
83
TCI Wealth Advisors
Arizona
$3K – – –
GC
84
Globeflex Capital
California
$1K – – –
UB
85
UMB Bank
Missouri
$1K – – –
Millennium Management
86
Millennium Management
New York
– -$692K -41,236 Closed
Renaissance Technologies
87
Renaissance Technologies
New York
– -$575K -34,300 Closed
TI
88
Trexquant Investment
Connecticut
– -$323K -19,267 Closed
AQR Capital Management
89
AQR Capital Management
Connecticut
– -$212K -12,618 Closed
EGM
90
Engineers Gate Manager
New York
– -$208K -12,422 Closed
ZCM
91
Zebra Capital Management
Connecticut
– -$170K -10,164 Closed
Marshall Wace
92
Marshall Wace
United Kingdom
– -$48K -2,827 Closed
Schroder Investment Management Group
93
Schroder Investment Management Group
United Kingdom
– -$35K -2,095 Closed
ACM
94
Aquatic Capital Management
Illinois
– -$2K -100 Closed
Toronto Dominion Bank
95
Toronto Dominion Bank
Ontario, Canada
– +$34 +2 New
1 2 3
4

AMAL Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2022, worth a combined $206M — up 6.1% from $194M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AMAL and 8 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 32 added.

The largest buyer was DekaBank Deutsche Girozentrale, adding an estimated $1.54M. The largest seller was Nuveen, cutting an estimated $1.81M.

  • 86 institutional investors held Amalgamated Financial (AMAL) as of Q1 2022, down from 87 in Q4 2021.
  • Funds reported $206M of Amalgamated Financial stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q1 2022 and 9 closed out, a net change of -1 holder.
  • The largest Amalgamated Financial buyer in Q1 2022 was DekaBank Deutsche Girozentrale, an estimated $1.54M added.
  • The largest Amalgamated Financial seller in Q1 2022 was Nuveen, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2022.