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Amalgamated Financial

81 hedge funds and large institutions have $197M invested in Amalgamated Financial in 2019 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 33 increasing their positions, 16 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 16

40% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 10

5% more funds holding

Funds holding: 7781 (+4)

1.28% less ownership

Funds ownership: 40.04%38.75% (-1.3%)

11% less capital invested

Capital invested by funds: $222M → $197M (-$24.7M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
81
Holders Change
+4
Holders Change %
+5.19%
% of All Funds
1.78%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
14
Increased
33
Reduced
16
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IPC
1
Invesco Private Capital
New York
$24.1M
Goldman Sachs
2
Goldman Sachs
New York
$18.9M -$11.1M -682,969 -37%
BlackRock
3
BlackRock
New York
$14.7M +$540K +33,056 +4%
CRM
4
Cramer Rosenthal McGlynn
Connecticut
$13.6M -$128K -7,840 -0.9%
Vanguard Group
5
Vanguard Group
Pennsylvania
$12.9M -$5.12M -313,673 -28%
Adage Capital Partners
6
Adage Capital Partners
Massachusetts
$12.8M +$4.2M +257,364 +48%
MCA
7
Mendon Capital Advisors
Florida
$10.8M -$633K -38,753 -5%
PFP
8
Patriot Financial Partners
Pennsylvania
$9.53M
CRC
9
Curi RMB Capital
Illinois
$8.4M -$405K -24,799 -5%
ACL
10
Azora Capital LP
Florida
$7.54M
FIM
11
Foresters Investment Management
New York
$5.41M +$63.7K +3,900 +1%
PCM
12
Peregrine Capital Management
Minnesota
$5.14M -$1.2M -73,463 -19%
AllianceBernstein
13
AllianceBernstein
Tennessee
$4.99M +$85.9K +5,259 +2%
TAM
14
Trillium Asset Management
Massachusetts
$4.62M
RMCM
15
Reynders McVeigh Capital Management
Massachusetts
$3.99M +$157K +9,611 +4%
State Street
16
State Street
Massachusetts
$3.65M +$621K +38,043 +20%
Millennium Management
17
Millennium Management
New York
$2.89M +$329K +20,163 +13%
Hotchkis & Wiley Capital Management
18
Hotchkis & Wiley Capital Management
California
$2.89M +$54.4K +3,330 +2%
Geode Capital Management
19
Geode Capital Management
Massachusetts
$2.88M +$817K +50,044 +39%
Northern Trust
20
Northern Trust
Illinois
$2.56M +$492K +30,142 +23%
Fidelity Investments
21
Fidelity Investments
Massachusetts
$2.47M +$434K +26,600 +21%
JP Morgan Chase
22
JP Morgan Chase
New York
$2.2M +$2.18M +133,567 +3,509%
PCM
23
Penn Capital Management
Pennsylvania
$1.81M +$644K +39,450 +54%
Acadian Asset Management
24
Acadian Asset Management
Massachusetts
$1.59M +$1.63M +99,548 New
Renaissance Technologies
25
Renaissance Technologies
New York
$1.16M +$922K +56,500 +358%

AMAL Hedge Fund Activity: Q3 2019 in Review

81 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2019, worth a combined $197M — down 11% from $222M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new AMAL positions and 10 closed out — a net gain of 4 holders — while 33 added to existing stakes and 16 trimmed.

The largest buyer was Adage Capital Partners, adding an estimated $4.2M. The largest seller was Goldman Sachs, cutting an estimated $11.1M.

  • 81 institutional investors held Amalgamated Financial (AMAL) as of Q3 2019, up from 77 in Q2 2019.
  • Funds reported $197M of Amalgamated Financial stock for Q3 2019, down 11% quarter-over-quarter.
  • 14 funds opened new Amalgamated Financial positions in Q3 2019 and 10 closed out, a net change of +4 holders.
  • The largest Amalgamated Financial buyer in Q3 2019 was Adage Capital Partners, an estimated $4.2M added.
  • The largest Amalgamated Financial seller in Q3 2019 was Goldman Sachs, an estimated $11.1M sold.

Based on aggregated 13F filings for Q3 2019.