Amalgamated Financial
AMAL
130 hedge funds and large institutions have $349M invested in Amalgamated Financial in 2022 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 55 increasing their positions, 40 reducing their positions, and 19 closing their positions.
2,560% more call options, than puts
Call options by funds: $133K | Put options by funds: $5K
38% more repeat investments, than reductions
Existing positions increased: 55 | Existing positions reduced: 40
11% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 19
2.35% more ownership
Funds ownership: 48.93% → 51.28% (+2.4%)
3% more capital invested
Capital invested by funds: $339M → $349M (+$10.1M)
1% more funds holding
Funds holding: 129 → 130 (+1)
100% less funds holding in top 10
Funds holding in top 10: 2 → 0 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$18.3M |
| 2 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.05M |
| 3 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$4.27M |
| 4 |
Dimensional Fund Advisors
Austin,
Texas
|
+$3.66M |
| 5 |
KBC Group
Brussels,
Belgium
|
+$3.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
-$8.88M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$4.85M |
| 3 |
BCM
Basswood Capital Management
New York
|
-$3.48M |
| 4 |
JP Morgan Chase
New York
|
-$2.53M |
| 5 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.73M |
AMAL Hedge Fund Activity: Q4 2022 in Review
130 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2022, worth a combined $349M — up 3% from $339M a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new AMAL positions and 19 closed out — a net gain of 2 holders — while 55 added to existing stakes and 40 trimmed.
The largest buyer was BlackRock, adding an estimated $18.3M. The largest seller was Hamilton Lane Advisors, exiting entirely with an estimated $8.88M sold.
- 130 institutional investors held Amalgamated Financial (AMAL) as of Q4 2022, up from 129 in Q3 2022.
- Funds reported $349M of Amalgamated Financial stock for Q4 2022, up 3% quarter-over-quarter.
- 21 funds opened new Amalgamated Financial positions in Q4 2022 and 19 closed out, a net change of +2 holders.
- The largest Amalgamated Financial buyer in Q4 2022 was BlackRock, an estimated $18.3M added.
- The largest Amalgamated Financial seller in Q4 2022 was Hamilton Lane Advisors, an estimated $8.88M sold.
Based on aggregated 13F filings for Q4 2022.