Amalgamated Financial
AMAL
165 hedge funds and large institutions have $547M invested in Amalgamated Financial in 2024 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 67 increasing their positions, 48 reducing their positions, and 11 closing their positions.
195% more call options, than puts
Call options by funds: $56K | Put options by funds: $19K
100% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 11
40% more repeat investments, than reductions
Existing positions increased: 67 | Existing positions reduced: 48
23% more capital invested
Capital invested by funds: $445M → $547M (+$102M)
7% more funds holding
Funds holding: 154 → 165 (+11)
3.65% more ownership
Funds ownership: 53.23% → 56.88% (+3.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$11.6M |
| 2 |
HIM
Hillsdale Investment Management
Toronto,
Ontario, Canada
|
+$3.72M |
| 3 |
Allianz Asset Management
Munich,
Germany
|
+$3.59M |
| 4 |
Charles Schwab
San Francisco,
California
|
+$3.38M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$3.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
-$24.8M |
| 2 |
Prudential Financial
Newark,
New Jersey
|
-$1.74M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.27M |
| 4 |
ECM
ExodusPoint Capital Management
New York
|
-$1.13M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.02M |
AMAL Hedge Fund Activity: Q3 2024 in Review
165 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2024, worth a combined $547M — up 23% from $445M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new AMAL positions and 11 closed out — a net gain of 11 holders — while 67 added to existing stakes and 48 trimmed.
The largest buyer was BlackRock, adding an estimated $11.6M. The largest seller was Adage Capital Partners, cutting an estimated $24.8M.
- 165 institutional investors held Amalgamated Financial (AMAL) as of Q3 2024, up from 154 in Q2 2024.
- Funds reported $547M of Amalgamated Financial stock for Q3 2024, up 23% quarter-over-quarter.
- 22 funds opened new Amalgamated Financial positions in Q3 2024 and 11 closed out, a net change of +11 holders.
- The largest Amalgamated Financial buyer in Q3 2024 was BlackRock, an estimated $11.6M added.
- The largest Amalgamated Financial seller in Q3 2024 was Adage Capital Partners, an estimated $24.8M sold.
Based on aggregated 13F filings for Q3 2024.