Amalgamated Financial
AMAL
93 hedge funds and large institutions have $234M invested in Amalgamated Financial in 2019 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 42 increasing their positions, 18 reducing their positions, and 10 closing their positions.
140% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 10
133% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 18
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
19% more capital invested
Capital invested by funds: $197M → $234M (+$36.7M)
15% more funds holding
Funds holding: 81 → 93 (+12)
0.9% less ownership
Funds ownership: 38.75% → 37.85% (-0.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$5.72M |
| 2 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.84M |
| 3 |
Millennium Management
New York
|
+$2.7M |
| 4 |
BlackRock
New York
|
+$2.34M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
-$6.07M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$3.75M |
| 3 |
AllianceBernstein
Nashville,
Tennessee
|
-$2.42M |
| 4 |
Acadian Asset Management
Boston,
Massachusetts
|
-$1.59M |
| 5 |
MCA
Mendon Capital Advisors
Key Largo,
Florida
|
-$1.59M |
AMAL Hedge Fund Activity: Q4 2019 in Review
93 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2019, worth a combined $234M — up 19% from $197M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AMAL positions and 10 closed out — a net gain of 14 holders — while 42 added to existing stakes and 18 trimmed.
The largest buyer was Fidelity Investments, adding an estimated $5.72M. The largest seller was Goldman Sachs, cutting an estimated $6.07M.
- 93 institutional investors held Amalgamated Financial (AMAL) as of Q4 2019, up from 81 in Q3 2019.
- Funds reported $234M of Amalgamated Financial stock for Q4 2019, up 19% quarter-over-quarter.
- 24 funds opened new Amalgamated Financial positions in Q4 2019 and 10 closed out, a net change of +14 holders.
- The largest Amalgamated Financial buyer in Q4 2019 was Fidelity Investments, an estimated $5.72M added.
- The largest Amalgamated Financial seller in Q4 2019 was Goldman Sachs, an estimated $6.07M sold.
Based on aggregated 13F filings for Q4 2019.