Amalgamated Financial
AMAL
129 hedge funds and large institutions have $339M invested in Amalgamated Financial in 2022 Q3 according to their latest regulatory filings, with 28 funds opening new positions, 53 increasing their positions, 31 reducing their positions, and 5 closing their positions.
460% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 5
71% more repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 31
50% more capital invested
Capital invested by funds: $226M → $339M (+$113M)
21% more funds holding
Funds holding: 107 → 129 (+22)
11.86% more ownership
Funds ownership: 37.07% → 48.93% (+12%)
100% less call options, than puts
Call options by funds: $2K | Put options by funds: $419K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
+$21M |
| 2 |
HLA
Hamilton Lane Advisors
Conshohocken,
Pennsylvania
|
+$8.83M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$8.79M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
+$6.4M |
| 5 |
Federated Hermes
Pittsburgh,
Pennsylvania
|
+$5.58M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
-$2.26M |
| 2 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.2M |
| 3 |
First Manhattan
New York
|
-$1.19M |
| 4 |
JP Morgan Chase
New York
|
-$1.1M |
| 5 |
EDRH
Edmond de Rothschild Holding
Chambesy,
Switzerland
|
-$1.08M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
126
Wells Fargo
San Francisco,
California
| $1K | -$2.69K | -120 | -66% |
|
|
UB
127
UMB Bank
Kansas City,
Missouri
| $1K | – | – | – |
|
|
RCM
128
Raleigh Capital Management
Cary,
North Carolina
| $1K | +$807 | +36 | New |
|
|
CIC
129
Cornercap Investment Counsel
Atlanta,
Georgia
| – | -$628K | -31,733 | Closed |
|
|
EGM
130
Engineers Gate Manager
New York
| – | -$507K | -25,652 | Closed |
|
|
DAS
131
Dynamic Advisor Solutions
Phoenix,
Arizona
| – | -$243K | -12,261 | Closed |
|
132
Renaissance Technologies
New York
| – | -$218K | -11,000 | Closed |
|
133
LSV Asset Management
Chicago,
Illinois
| – | -$186K | -9,400 | Closed |
|
AMAL Hedge Fund Activity: Q3 2022 in Review
129 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2022, worth a combined $339M — up 50% from $226M a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new AMAL positions and 5 closed out — a net gain of 23 holders — while 53 added to existing stakes and 31 trimmed.
The largest buyer was Brown Advisory, opening a new position worth an estimated $21M. The largest seller was Basswood Capital Management, cutting an estimated $2.26M.
- 129 institutional investors held Amalgamated Financial (AMAL) as of Q3 2022, up from 107 in Q2 2022.
- Funds reported $339M of Amalgamated Financial stock for Q3 2022, up 50% quarter-over-quarter.
- 28 funds opened new Amalgamated Financial positions in Q3 2022 and 5 closed out, a net change of +23 holders.
- The largest Amalgamated Financial buyer in Q3 2022 was Brown Advisory, an estimated $21M added.
- The largest Amalgamated Financial seller in Q3 2022 was Basswood Capital Management, an estimated $2.26M sold.
Based on aggregated 13F filings for Q3 2022.