Amalgamated Financial
AMAL
107 hedge funds and large institutions have $226M invested in Amalgamated Financial in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 3 closing their positions.
733% more first-time investments, than exits
New positions opened: 25 | Existing positions closed: 3
33% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 30
24% more funds holding
Funds holding: 86 → 107 (+21)
10% more capital invested
Capital invested by funds: $206M → $226M (+$19.9M)
0.15% more ownership
Funds ownership: 36.92% → 37.07% (+0.15%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$2.43M |
| 2 |
Morgan Stanley
New York
|
+$2.3M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.06M |
| 4 |
EGI
EAM Global Investors
Solana Beach,
California
|
+$1.8M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$1.74M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TAM
Trillium Asset Management
Boston,
Massachusetts
|
-$5.27M |
| 2 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$5.25M |
| 3 |
Goldman Sachs
New York
|
-$3.7M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.75M |
| 5 |
BCM
Basswood Capital Management
New York
|
-$1.78M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
101
Wells Fargo
San Francisco,
California
| $4K | -$240K | -12,427 | -99% |
|
|
TWA
102
TCI Wealth Advisors
Tucson,
Arizona
| $3K | – | – | – |
|
|
LC
103
Lindbrook Capital
Calabasas,
California
| $3K | +$3.22K | +167 | New |
|
|
UB
104
UMB Bank
Kansas City,
Missouri
| $1K | – | – | – |
|
|
IAMOG
105
Investors Asset Management of Georgia
Atlanta,
Georgia
| $1K | +$1.45K | +75 | New |
|
|
TAM
106
Trillium Asset Management
Boston,
Massachusetts
| – | -$5.27M | -293,182 | Closed |
|
107
State of Tennessee, Department of Treasury
Nashville,
Tennessee
| – | -$45K | -2,492 | Closed |
|
|
HNB
108
Huntington National Bank
Columbus,
Ohio
| – | +$19 | +1 | New |
|
|
PA
109
Parallel Advisors
San Francisco,
California
| – | +$174 | +9 | New |
|
AMAL Hedge Fund Activity: Q2 2022 in Review
107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2022, worth a combined $226M — up 9.6% from $206M a quarter earlier.
Buyers outnumbered sellers: 25 funds opened new AMAL positions and 3 closed out — a net gain of 22 holders — while 40 added to existing stakes and 30 trimmed.
The largest buyer was Federated Hermes, opening a new position worth an estimated $2.43M. The largest seller was Trillium Asset Management, exiting entirely with an estimated $5.27M sold.
- 107 institutional investors held Amalgamated Financial (AMAL) as of Q2 2022, up from 86 in Q1 2022.
- Funds reported $226M of Amalgamated Financial stock for Q2 2022, up 9.6% quarter-over-quarter.
- 25 funds opened new Amalgamated Financial positions in Q2 2022 and 3 closed out, a net change of +22 holders.
- The largest Amalgamated Financial buyer in Q2 2022 was Federated Hermes, an estimated $2.43M added.
- The largest Amalgamated Financial seller in Q2 2022 was Trillium Asset Management, an estimated $5.27M sold.
Based on aggregated 13F filings for Q2 2022.