Amalgamated Financial
AMAL
90 hedge funds and large institutions have $129M invested in Amalgamated Financial in 2020 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 13 closing their positions.
63% more repeat investments, than reductions
Existing positions increased: 39 | Existing positions reduced: 24
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
0.41% less ownership
Funds ownership: 37.85% → 37.44% (-0.41%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
3% less funds holding
Funds holding: 93 → 90 (-3)
12% less capital inflows, than outflows
Capital inflows: $31.3M | Capital outflows: $35.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Adage Capital Partners
Boston,
Massachusetts
|
+$9.08M |
| 2 |
Patriot Financial Partners
Radnor,
Pennsylvania
|
+$3.85M |
| 3 |
Bridgeway Capital Management
Houston,
Texas
|
+$2.44M |
| 4 |
Martingale Asset Management
Boston,
Massachusetts
|
+$1.92M |
| 5 |
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
+$1.83M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Curi RMB Capital
Chicago,
Illinois
|
-$6.25M |
| 2 |
Peregrine Capital Management
Minneapolis,
Minnesota
|
-$6.23M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
-$5.75M |
| 4 |
Azora Capital LP
Miami,
Florida
|
-$4.31M |
| 5 |
Mendon Capital Advisors
Key Largo,
Florida
|
-$2.98M |
AMAL Hedge Fund Activity: Q1 2020 in Review
90 of the 4,549 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2020, worth a combined $129M — down 45% from $234M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of AMAL and 12 opened new positions — a net loss of 1 holder — while 24 trimmed existing stakes and 39 added.
The largest buyer was Adage Capital Partners, adding an estimated $9.08M. The largest seller was Curi RMB Capital, exiting entirely with an estimated $6.25M sold.
- 90 institutional investors held Amalgamated Financial (AMAL) as of Q1 2020, down from 93 in Q4 2019.
- Funds reported $129M of Amalgamated Financial stock for Q1 2020, down 45% quarter-over-quarter.
- 12 funds opened new Amalgamated Financial positions in Q1 2020 and 13 closed out, a net change of -1 holder.
- The largest Amalgamated Financial buyer in Q1 2020 was Adage Capital Partners, an estimated $9.08M added.
- The largest Amalgamated Financial seller in Q1 2020 was Curi RMB Capital, an estimated $6.25M sold.
Based on aggregated 13F filings for Q1 2020.