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Amalgamated Financial

154 hedge funds and large institutions have $445M invested in Amalgamated Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $389M → $445M (+$56.1M)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0% less ownership

Funds ownership: 53.23%53.23% (-0%)

3% less funds holding

Funds holding: 159154 (-5)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.22%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
18
Increased
61
Reduced
56
Closed
21
Calls
$1.02M
Puts
Net Calls
+$1.02M
Net Calls Change
+$290K
Name Holding Trade Value Shares
Change
Change in
Stake
QCG
126
Quadrant Capital Group
Ohio
$83.1K +$10K +411 +16%
DZ Bank
127
DZ Bank
Germany
$74K
US Bancorp
128
US Bancorp
Minnesota
$49.3K +$23.5K +961 +115%
AIP
129
Ameritas Investment Partners
Nebraska
$47.8K
PA
130
Parallel Advisors
California
$44.7K
Carson Wealth (CWM LLC)
131
Carson Wealth (CWM LLC)
Nebraska
$38K +$29.4K +1,203 +680%
VFA
132
Virtus Fund Advisers
Connecticut
$32.2K +$1.85K +76 +7%
S
133
SignatureFD
Georgia
$27.2K +$3.22K +132 +15%
NA
134
NewEdge Advisors
Louisiana
$20.6K
AB
135
Amalgamated Bank
New York
$17K
BWP
136
Baldwin Wealth Partners
Massachusetts
$13.7K
Group One Trading
137
Group One Trading
Illinois
$13K +$11.6K +475 New
CIBC Private Wealth Group
138
CIBC Private Wealth Group
Georgia
$12.3K -$9.2K -377 -45%
PD
139
Point72 (DIFC)
United Arab Emirates
$11.4K -$82.9K -3,396 -89%
LC
140
Lindbrook Capital
California
$11K
GJIA
141
Glass Jacobson Investment Advisors
Maryland
$11K +$9.76K +400 New
Comerica Bank
142
Comerica Bank
Texas
$9.92K +$1.76K +72 +25%
NECFA
143
New England Capital Financial Advisors
Connecticut
$8.22K
AAP
144
Arax Advisory Partners
Colorado
$6.58K +$5.86K +240 New
GI
145
GAMMA Investing
California
$2.77K
QT
146
Quantbot Technologies
New York
$2.08K -$129K -5,300 -99%
AF
147
Allworth Financial
California
$1.83K
UB
148
UMB Bank
Missouri
$1.64K
FFA
149
Farther Finance Advisors
California
$1.41K +$1.25K +51 +5,100%
Nisa Investment Advisors
150
Nisa Investment Advisors
Missouri
$1.12K -$122 -5 -11%

AMAL Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2024, worth a combined $445M — up 14% from $389M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMAL and 18 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 61 added.

The largest buyer was Vanguard Group, adding an estimated $6.17M. The largest seller was Redwood Grove Capital, exiting entirely with an estimated $4.82M sold.

  • 154 institutional investors held Amalgamated Financial (AMAL) as of Q2 2024, down from 159 in Q1 2024.
  • Funds reported $445M of Amalgamated Financial stock for Q2 2024, up 14% quarter-over-quarter.
  • 18 funds opened new Amalgamated Financial positions in Q2 2024 and 21 closed out, a net change of -3 holders.
  • The largest Amalgamated Financial buyer in Q2 2024 was Vanguard Group, an estimated $6.17M added.
  • The largest Amalgamated Financial seller in Q2 2024 was Redwood Grove Capital, an estimated $4.82M sold.

Based on aggregated 13F filings for Q2 2024.