Amalgamated Financial
AMAL
114 hedge funds and large institutions have $264M invested in Amalgamated Financial in 2023 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 38 increasing their positions, 40 reducing their positions, and 11 closing their positions.
150% more call options, than puts
Call options by funds: $5K | Put options by funds: $2K
4% more capital invested
Capital invested by funds: $254M → $264M (+$9.92M)
0% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 11
5% less repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 40
1.26% less ownership
Funds ownership: 51.67% → 50.41% (-1.3%)
2% less funds holding
Funds holding: 116 → 114 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RGC
Redwood Grove Capital
Palo Alto,
California
|
+$4.18M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.2M |
| 3 |
PI
Putnam Investments
Boston,
Massachusetts
|
+$1.25M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$1.2M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.15M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$3.49M |
| 2 |
BlackRock
New York
|
-$2.49M |
| 3 |
Goldman Sachs
New York
|
-$1.91M |
| 4 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$1.87M |
| 5 |
AllianceBernstein
Nashville,
Tennessee
|
-$757K |
AMAL Hedge Fund Activity: Q3 2023 in Review
114 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2023, worth a combined $264M — up 3.9% from $254M a quarter earlier.
Fund positioning in AMAL was balanced in Q3 2023: 11 funds opened new positions, 11 closed out, 38 added to existing stakes and 40 trimmed.
The largest buyer was Redwood Grove Capital, opening a new position worth an estimated $4.18M. The largest seller was Millennium Management, cutting an estimated $3.49M.
- 114 institutional investors held Amalgamated Financial (AMAL) as of Q3 2023, down from 116 in Q2 2023.
- Funds reported $264M of Amalgamated Financial stock for Q3 2023, up 3.9% quarter-over-quarter.
- 11 funds opened new Amalgamated Financial positions in Q3 2023 and 11 closed out, a net change of 0 holders.
- The largest Amalgamated Financial buyer in Q3 2023 was Redwood Grove Capital, an estimated $4.18M added.
- The largest Amalgamated Financial seller in Q3 2023 was Millennium Management, an estimated $3.49M sold.
Based on aggregated 13F filings for Q3 2023.