Amalgamated Financial
AMAL
133 hedge funds and large institutions have $419M invested in Amalgamated Financial in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 5 closing their positions.
22,700% more call options, than puts
Call options by funds: $684K | Put options by funds: $3K
380% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 5
59% more capital invested
Capital invested by funds: $264M → $419M (+$155M)
25% more repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 40
17% more funds holding
Funds holding: 114 → 133 (+19)
0.83% more ownership
Funds ownership: 50.41% → 51.24% (+0.83%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$9.51M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$2.53M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
+$2.38M |
| 4 |
JP Morgan Chase
New York
|
+$2.33M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$2.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$7.82M |
| 2 |
Goldman Sachs
New York
|
-$6.15M |
| 3 |
Adage Capital Partners
Boston,
Massachusetts
|
-$4.51M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
-$2.52M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
-$1.93M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QL
126
Quarry LP
New York
| $2.83K | +$2.16K | +105 | New |
|
|
GI
127
GAMMA Investing
Foster City,
California
| $2.18K | +$1.69K | +82 | New |
|
|
UB
128
UMB Bank
Kansas City,
Missouri
| $1.62K | – | – | – |
|
|
AF
129
Allworth Financial
Folsom,
California
| $1.56K | – | – | – |
|
130
Nisa Investment Advisors
St. Louis,
Missouri
| $1.24K | – | – | – |
|
|
C
131
Covestor
London,
United Kingdom
| $1K | -$473 | -23 | -32% |
|
|
FFA
132
Farther Finance Advisors
San Francisco,
California
| $27 | +$21 | +1 | New |
|
|
HNB
133
Huntington National Bank
Columbus,
Ohio
| $13 | – | – | – |
|
|
GCP
134
GSA Capital Partners
London,
United Kingdom
| – | -$588K | -34,140 | Closed |
|
|
CCP
135
Carmel Capital Partners
San Diego,
California
| – | -$12.9K | -752 | Closed |
|
136
Allspring Global Investments
Charlotte,
North Carolina
| – | -$7.09K | -412 | Closed |
|
137
Toronto Dominion Bank
Toronto, Ontario,
Ontario, Canada
| – | -$844 | -49 | Closed |
|
|
CA
138
Crewe Advisors
Salt Lake City,
Utah
| – | -$293 | -17 | Closed |
|
AMAL Hedge Fund Activity: Q4 2023 in Review
133 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2023, worth a combined $419M — up 59% from $264M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new AMAL positions and 5 closed out — a net gain of 19 holders — while 50 added to existing stakes and 40 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $9.51M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $7.82M.
- 133 institutional investors held Amalgamated Financial (AMAL) as of Q4 2023, up from 114 in Q3 2023.
- Funds reported $419M of Amalgamated Financial stock for Q4 2023, up 59% quarter-over-quarter.
- 24 funds opened new Amalgamated Financial positions in Q4 2023 and 5 closed out, a net change of +19 holders.
- The largest Amalgamated Financial buyer in Q4 2023 was Morgan Stanley, an estimated $9.51M added.
- The largest Amalgamated Financial seller in Q4 2023 was DekaBank Deutsche Girozentrale, an estimated $7.82M sold.
Based on aggregated 13F filings for Q4 2023.