Amalgamated Financial
AMAL
85 hedge funds and large institutions have $183M invested in Amalgamated Financial in 2021 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 31 increasing their positions, 30 reducing their positions, and 14 closing their positions.
3% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 30
0% less capital invested
Capital invested by funds: $184M → $183M (-$240K)
0.36% less ownership
Funds ownership: 37.68% → 37.32% (-0.36%)
6% less funds holding
Funds holding: 90 → 85 (-5)
36% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Manhattan
New York
|
+$2.83M |
| 2 |
DekaBank Deutsche Girozentrale
Frankfurt,
Germany
|
+$2.75M |
| 3 |
BCM
Basswood Capital Management
New York
|
+$2.24M |
| 4 |
CYG
Clean Yield Group
Norwich,
Vermont
|
+$1.87M |
| 5 |
Dimensional Fund Advisors
Austin,
Texas
|
+$744K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.22M |
| 2 |
PCM
Penn Capital Management
Philadelphia,
Pennsylvania
|
-$2.25M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
-$1.35M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$1.11M |
| 5 |
Nuveen
Charlotte,
North Carolina
|
-$836K |
AMAL Hedge Fund Activity: Q3 2021 in Review
85 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q3 2021, worth a combined $183M — down 0.13% from $184M a quarter earlier.
Sellers outnumbered buyers: 14 funds closed out of AMAL and 9 opened new positions — a net loss of 5 holders — while 30 trimmed existing stakes and 31 added.
The largest buyer was First Manhattan, adding an estimated $2.83M. The largest seller was Vanguard Group, cutting an estimated $3.22M.
- 85 institutional investors held Amalgamated Financial (AMAL) as of Q3 2021, down from 90 in Q2 2021.
- Funds reported $183M of Amalgamated Financial stock for Q3 2021, down 0.13% quarter-over-quarter.
- 9 funds opened new Amalgamated Financial positions in Q3 2021 and 14 closed out, a net change of -5 holders.
- The largest Amalgamated Financial buyer in Q3 2021 was First Manhattan, an estimated $2.83M added.
- The largest Amalgamated Financial seller in Q3 2021 was Vanguard Group, an estimated $3.22M sold.
Based on aggregated 13F filings for Q3 2021.