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Amalgamated Financial

154 hedge funds and large institutions have $445M invested in Amalgamated Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $389M → $445M (+$56.1M)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0% less ownership

Funds ownership: 53.23%53.23% (-0%)

3% less funds holding

Funds holding: 159154 (-5)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
61
Reduced
56
Closed
21
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
QC
76
Quent Capital
New York
$564K
Russell Investments Group
77
Russell Investments Group
United Kingdom
$549K -$49.3K -2,021 -9%
Connor, Clark & Lunn Investment Management (CC&L)
78
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$499K +$445K +18,224 New
Principal Financial Group
79
Principal Financial Group
Iowa
$483K +$42.8K +1,755 +11%
State of Wisconsin Investment Board
80
State of Wisconsin Investment Board
Wisconsin
$473K +$32.6K +1,337 +8%
Renaissance Technologies
81
Renaissance Technologies
New York
$471K -$2.16M -88,300 -84%
California State Teachers Retirement System (CalSTRS)
82
California State Teachers Retirement System (CalSTRS)
California
$451K -$8.84K -362 -2%
SPS
83
Susquehanna Portfolio Strategies
Pennsylvania
$443K
Truist Financial
84
Truist Financial
North Carolina
$429K -$5.15K -211 -1%
GCP
85
GSA Capital Partners
United Kingdom
$420K +$374K +15,326 New
EI
86
Ethic Inc
New York
$417K +$372K +15,235 New
JF
87
Jump Financial
Illinois
$398K -$522K -21,371 -60%
AA
88
ALPS Advisors
Colorado
$391K -$1.71K -70 -0.5%
SGI
89
Summit Global Investments
Utah
$390K -$7.74K -317 -2%
Bank of Montreal
90
Bank of Montreal
Ontario, Canada
$378K +$335K +13,710 New
OQS
91
Occudo Quantitative Strategies
Florida
$372K -$115K -4,713 -26%
SG Americas Securities
92
SG Americas Securities
New York
$345K +$139K +5,692 +83%
Citadel Advisors
93
Citadel Advisors
Florida
$329K -$733K -30,044 -71%
Fidelity Investments
94
Fidelity Investments
Massachusetts
$328K -$71.6K -2,935 -20%
VOYA Investment Management
95
VOYA Investment Management
Georgia
$325K -$103K -4,225 -26%
Verition Fund Management
96
Verition Fund Management
Connecticut
$323K +$68.9K +2,822 +31%
Point72 Asset Management
97
Point72 Asset Management
Connecticut
$320K +$94.7K +3,880 +50%
Creative Planning
98
Creative Planning
Kansas
$311K +$277K +11,344 New
Cambridge Investment Research Advisors
99
Cambridge Investment Research Advisors
Iowa
$307K +$54.5K +2,231 +25%
OFG
100
Oxford Financial Group
Indiana
$294K +$146 +6 +0.1%

AMAL Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2024, worth a combined $445M — up 14% from $389M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMAL and 18 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 61 added.

The largest buyer was Vanguard Group, adding an estimated $6.17M. The largest seller was Redwood Grove Capital, exiting entirely with an estimated $4.82M sold.

  • 154 institutional investors held Amalgamated Financial (AMAL) as of Q2 2024, down from 159 in Q1 2024.
  • Funds reported $445M of Amalgamated Financial stock for Q2 2024, up 14% quarter-over-quarter.
  • 18 funds opened new Amalgamated Financial positions in Q2 2024 and 21 closed out, a net change of -3 holders.
  • The largest Amalgamated Financial buyer in Q2 2024 was Vanguard Group, an estimated $6.17M added.
  • The largest Amalgamated Financial seller in Q2 2024 was Redwood Grove Capital, an estimated $4.82M sold.

Based on aggregated 13F filings for Q2 2024.