We are live on ! Find out more
AMAL icon

Amalgamated Financial

87 hedge funds and large institutions have $194M invested in Amalgamated Financial in 2021 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 34 increasing their positions, 27 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 6

26% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 27

6% more capital invested

Capital invested by funds: $183M → $194M (+$10.9M)

2% more funds holding

Funds holding: 8587 (+2)

0.06% less ownership

Funds ownership: 37.32%37.26% (-0.06%)

Holders
87
Holders Change
+2
Holders Change %
+2.35%
% of All Funds
1.34%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
34
Reduced
27
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$29.2M -$480K -27,574 -2%
BlackRock
2
BlackRock
New York
$20.8M +$493K +28,343 +2%
BCM
3
Basswood Capital Management
New York
$15.5M -$19.5K -1,119 -0.1%
Vanguard Group
4
Vanguard Group
Pennsylvania
$12.3M -$834K -47,889 -6%
N
5
Nuveen
North Carolina
$10.5M -$154K -8,828 -1%
Goldman Sachs
6
Goldman Sachs
New York
$10M -$266K -15,284 -2%
CRM
7
Cramer Rosenthal McGlynn
Connecticut
$9.07M -$174K -9,978 -2%
First Manhattan
8
First Manhattan
New York
$7.85M +$2.64M +151,737 +48%
BCM
9
Bridgeway Capital Management
Texas
$6.28M +$888K +51,000 +16%
State Street
10
State Street
Massachusetts
$5.23M +$147K +8,452 +3%
JP Morgan Chase
11
JP Morgan Chase
New York
$5.15M +$122K +7,029 +2%
TAM
12
Trillium Asset Management
Massachusetts
$4.92M
Geode Capital Management
13
Geode Capital Management
Massachusetts
$4.51M -$1.34M -76,752 -22%
Hotchkis & Wiley Capital Management
14
Hotchkis & Wiley Capital Management
California
$4.01M -$444K -25,530 -10%
DekaBank Deutsche Girozentrale
15
DekaBank Deutsche Girozentrale
Germany
$3.95M -$2.89M -166,256 -41%
Northern Trust
16
Northern Trust
Illinois
$3.39M +$117K +6,742 +3%
RMCM
17
Reynders McVeigh Capital Management
Massachusetts
$2.48M -$604K -34,716 -19%
AC
18
Arjuna Capital
North Carolina
$2.1M +$124K +7,120 +6%
CYG
19
Clean Yield Group
Vermont
$2.07M +$23.7K +1,360 +1%
Morgan Stanley
20
Morgan Stanley
New York
$1.96M +$582K +33,438 +40%
Dimensional Fund Advisors
21
Dimensional Fund Advisors
Texas
$1.94M +$773K +44,404 +62%
AllianceBernstein
22
AllianceBernstein
Tennessee
$1.91M
Bank of New York Mellon
23
Bank of New York Mellon
New York
$1.77M -$83.5K -4,798 -4%
EDRH
24
Edmond de Rothschild Holding
Switzerland
$1.75M +$327K +18,810 +22%
IP
25
Isthmus Partners
Wisconsin
$1.72M +$27.4K +1,577 +2%

AMAL Hedge Fund Activity: Q4 2021 in Review

87 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2021, worth a combined $194M — up 5.9% from $183M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new AMAL positions and 6 closed out — a net gain of 2 holders — while 34 added to existing stakes and 27 trimmed.

The largest buyer was First Manhattan, adding an estimated $2.64M. The largest seller was DekaBank Deutsche Girozentrale, cutting an estimated $2.89M.

  • 87 institutional investors held Amalgamated Financial (AMAL) as of Q4 2021, up from 85 in Q3 2021.
  • Funds reported $194M of Amalgamated Financial stock for Q4 2021, up 5.9% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q4 2021 and 6 closed out, a net change of +2 holders.
  • The largest Amalgamated Financial buyer in Q4 2021 was First Manhattan, an estimated $2.64M added.
  • The largest Amalgamated Financial seller in Q4 2021 was DekaBank Deutsche Girozentrale, an estimated $2.89M sold.

Based on aggregated 13F filings for Q4 2021.