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Amalgamated Financial

91 hedge funds and large institutions have $149M invested in Amalgamated Financial in 2020 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 35 increasing their positions, 31 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $129M → $149M (+$20.6M)

13% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 31

1% more funds holding

Funds holding: 9091 (+1)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

0.23% less ownership

Funds ownership: 37.44%37.21% (-0.23%)

Holders
91
Holders Change
+1
Holders Change %
+1.11%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
13
Increased
35
Reduced
31
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$18.6M +$1.53M +144,419 +11%
BlackRock
2
BlackRock
New York
$14M -$111K -10,441 -0.9%
CRM
3
Cramer Rosenthal McGlynn
Connecticut
$13.7M +$838K +79,122 +8%
Goldman Sachs
4
Goldman Sachs
New York
$11.9M +$637K +60,114 +7%
PFP
5
Patriot Financial Partners
Pennsylvania
$10.6M
Vanguard Group
6
Vanguard Group
Pennsylvania
$10.2M +$152K +14,354 +2%
WLRC
7
W.L. Ross & Co
Texas
$9.33M -$947K -89,358 -11%
Northern Trust
8
Northern Trust
Illinois
$3.99M +$1.38M +129,814 +70%
TAM
9
Trillium Asset Management
Massachusetts
$3.64M
State Street
10
State Street
Massachusetts
$3.36M +$65.5K +6,180 +2%
RMCM
11
Reynders McVeigh Capital Management
Massachusetts
$3M -$441K -41,625 -15%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$2.99M +$227K +21,396 +10%
AllianceBernstein
13
AllianceBernstein
Tennessee
$2.69M +$176K +16,598 +8%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$2.63M -$92.4K -8,720 -4%
MAM
15
Martingale Asset Management
Massachusetts
$2.37M +$430K +40,618 +28%
Acadian Asset Management
16
Acadian Asset Management
Massachusetts
$2.03M +$1.7M +160,468 New
N
17
Nuveen
North Carolina
$1.88M +$57.9K +5,461 +4%
JP Morgan Chase
18
JP Morgan Chase
New York
$1.56M +$67.9K +6,407 +5%
DekaBank Deutsche Girozentrale
19
DekaBank Deutsche Girozentrale
Germany
$1.56M +$1.32M +125,000 New
Millennium Management
20
Millennium Management
New York
$1.52M -$1.11M -105,002 -47%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$1.51M -$131K -12,340 -9%
Charles Schwab
22
Charles Schwab
California
$1.39M +$344K +32,486 +42%
AC
23
Arjuna Capital
North Carolina
$1.35M +$1.13M +106,454 New
PCM
24
Penn Capital Management
Pennsylvania
$1.31M -$131K -12,355 -11%
Jacobs Levy Equity Management
25
Jacobs Levy Equity Management
New Jersey
$1.28M +$146K +13,825 +16%

AMAL Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2020, worth a combined $149M — up 16% from $129M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new AMAL positions and 12 closed out — a net gain of 1 holder — while 35 added to existing stakes and 31 trimmed.

The largest buyer was Acadian Asset Management, opening a new position worth an estimated $1.7M. The largest seller was Mendon Capital Advisors, cutting an estimated $4.08M.

  • 91 institutional investors held Amalgamated Financial (AMAL) as of Q2 2020, up from 90 in Q1 2020.
  • Funds reported $149M of Amalgamated Financial stock for Q2 2020, up 16% quarter-over-quarter.
  • 13 funds opened new Amalgamated Financial positions in Q2 2020 and 12 closed out, a net change of +1 holder.
  • The largest Amalgamated Financial buyer in Q2 2020 was Acadian Asset Management, an estimated $1.7M added.
  • The largest Amalgamated Financial seller in Q2 2020 was Mendon Capital Advisors, an estimated $4.08M sold.

Based on aggregated 13F filings for Q2 2020.