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Amalgamated Financial
AMAL

Overview Fund Activity

68 hedge funds and large institutions have $249M invested in Amalgamated Financial in 2018 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 34 increasing their positions, 6 reducing their positions, and 8 closing their positions.

Holders
68
Holders Change
+9
Holders Change %
+15.25%
% of All Funds
1.52%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
17
Increased
34
Reduced
6
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
IPC
1
Invesco Private Capital
New York
$29.3M
2
Goldman Sachs
2
Goldman Sachs
New York
$40M
3
PCM
3
Peregrine Capital Management
Minnesota
$9.47M
4
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$17M
5
MCA
5
Mendon Capital Advisors
Florida
$14M

Top Sellers

1
Millennium Management
1
Millennium Management
New York
$12M
2
Fidelity Investments
2
Fidelity Investments
Massachusetts
$10K
3
State of Wisconsin Investment Board
3
State of Wisconsin Investment Board
Wisconsin
$0
4
Wellington Management Group
4
Wellington Management Group
Massachusetts
$0
5
Balyasny Asset Management
5
Balyasny Asset Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
1
Goldman Sachs
New York
$40M 2,052,036 +908,938 +80%
IPC
2
Invesco Private Capital
New York
$29.3M 1,502,582 +1,502,582 New
Vanguard Group
3
Vanguard Group
Pennsylvania
$21.1M 1,079,694 +164,950 +18%
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$17M 870,195 +288,805 +50%
BlackRock
5
BlackRock
New York
$14.7M 751,848 +84,201 +13%
MCA
6
Mendon Capital Advisors
Florida
$14M 717,271 +234,715 +49%
Millennium Management
7
Millennium Management
New York
$12M 614,528 -182,570 -23%
PFP
8
Patriot Financial Partners
Pennsylvania
$11.6M 594,937 +194,937 +49%
CRC
9
Curi RMB Capital
Illinois
$11.5M 588,256 +156,337 +36%
PCM
10
Peregrine Capital Management
Minnesota
$9.47M 485,613 +312,971 +181%
ACL
11
Azora Capital LP
Florida
$7.69M 394,583 +97,186 +33%
Adage Capital Partners
12
Adage Capital Partners
Massachusetts
$7.48M 383,512 +3,512 +0.9%
AllianceBernstein
13
AllianceBernstein
Tennessee
$7.42M 380,558 +69,348 +22%
FIM
14
Foresters Investment Management
New York
$6.41M 328,800 +169,000 +106%
TAM
15
Trillium Asset Management
Massachusetts
$5.34M 288,160 – –
EMFAT
16
Emerald Mutual Fund Advisers Trust
Pennsylvania
$4.54M 233,051 +233,051 New
Blackstone Inc
17
Blackstone Inc
New York
$3.84M 196,910 – –
State Street
18
State Street
Massachusetts
$3.19M 163,611 +72,050 +79%
RMCM
19
Reynders McVeigh Capital Management
Massachusetts
$2.55M 130,563 +73,960 +131%
Northern Trust
20
Northern Trust
Illinois
$2.43M 124,487 +24,084 +24%
TG
21
TCW Group
California
$2.15M 110,000 – –
Geode Capital Management
22
Geode Capital Management
Massachusetts
$1.97M 101,150 +40,029 +65%
Wells Fargo
23
Wells Fargo
California
$1.21M 62,151 +54,514 +714%
PCM
24
Penn Capital Management
Pennsylvania
$1.13M 58,033 +4,131 +8%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$1.11M 57,137 +33,863 +145%
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