Amalgamated Financial
AMAL
159 hedge funds and large institutions have $389M invested in Amalgamated Financial in 2024 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 51 increasing their positions, 46 reducing their positions, and 9 closing their positions.
7,340% more call options, than puts
Call options by funds: $744K | Put options by funds: $10K
300% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 9
20% more funds holding
Funds holding: 133 → 159 (+26)
11% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 46
1.99% more ownership
Funds ownership: 51.24% → 53.23% (+2%)
7% less capital invested
Capital invested by funds: $419M → $389M (-$30.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$6.58M |
| 2 |
JP Morgan Chase
New York
|
+$5.88M |
| 3 |
Millennium Management
New York
|
+$5.2M |
| 4 |
Franklin Resources
San Mateo,
California
|
+$4.7M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$9.05M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$7.83M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
-$6.01M |
| 4 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$5.45M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$4.56M |
AMAL Hedge Fund Activity: Q1 2024 in Review
159 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2024, worth a combined $389M — down 7.3% from $419M a quarter earlier.
Buyers outnumbered sellers: 36 funds opened new AMAL positions and 9 closed out — a net gain of 27 holders — while 51 added to existing stakes and 46 trimmed.
The largest buyer was State Street, adding an estimated $6.58M. The largest seller was Morgan Stanley, cutting an estimated $9.05M.
- 159 institutional investors held Amalgamated Financial (AMAL) as of Q1 2024, up from 133 in Q4 2023.
- Funds reported $389M of Amalgamated Financial stock for Q1 2024, down 7.3% quarter-over-quarter.
- 36 funds opened new Amalgamated Financial positions in Q1 2024 and 9 closed out, a net change of +27 holders.
- The largest Amalgamated Financial buyer in Q1 2024 was State Street, an estimated $6.58M added.
- The largest Amalgamated Financial seller in Q1 2024 was Morgan Stanley, an estimated $9.05M sold.
Based on aggregated 13F filings for Q1 2024.