Amalgamated Financial
AMAL
86 hedge funds and large institutions have $192M invested in Amalgamated Financial in 2021 Q1 according to their latest regulatory filings, with 12 funds opening new positions, 33 increasing their positions, 29 reducing their positions, and 14 closing their positions.
18% more capital invested
Capital invested by funds: $163M → $192M (+$29.2M)
14% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 29
1% less ownership
Funds ownership: 38.13% → 37.14% (-1%)
2% less funds holding
Funds holding: 88 → 86 (-2)
14% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 14
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCM
Basswood Capital Management
New York
|
+$9.35M |
| 2 |
Nuveen
Charlotte,
North Carolina
|
+$7.7M |
| 3 |
BlackRock
New York
|
+$1.73M |
| 4 |
Adage Capital Partners
Boston,
Massachusetts
|
+$1.36M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$974K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRM
Cramer Rosenthal McGlynn
Stamford,
Connecticut
|
-$8.11M |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
-$7.84M |
| 3 |
PFP
Patriot Financial Partners
Radnor,
Pennsylvania
|
-$3.74M |
| 4 |
Goldman Sachs
New York
|
-$1.49M |
| 5 |
Northern Trust
Chicago,
Illinois
|
-$1.14M |
AMAL Hedge Fund Activity: Q1 2021 in Review
86 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2021, worth a combined $192M — up 18% from $163M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AMAL and 12 opened new positions — a net loss of 2 holders — while 29 trimmed existing stakes and 33 added.
The largest buyer was Basswood Capital Management, opening a new position worth an estimated $9.35M. The largest seller was Cramer Rosenthal McGlynn, cutting an estimated $8.11M.
- 86 institutional investors held Amalgamated Financial (AMAL) as of Q1 2021, down from 88 in Q4 2020.
- Funds reported $192M of Amalgamated Financial stock for Q1 2021, up 18% quarter-over-quarter.
- 12 funds opened new Amalgamated Financial positions in Q1 2021 and 14 closed out, a net change of -2 holders.
- The largest Amalgamated Financial buyer in Q1 2021 was Basswood Capital Management, an estimated $9.35M added.
- The largest Amalgamated Financial seller in Q1 2021 was Cramer Rosenthal McGlynn, an estimated $8.11M sold.
Based on aggregated 13F filings for Q1 2021.