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Amalgamated Financial

86 hedge funds and large institutions have $206M invested in Amalgamated Financial in 2022 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 32 increasing their positions, 28 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 28

6% more capital invested

Capital invested by funds: $194M → $206M (+$11.9M)

0.34% less ownership

Funds ownership: 37.26%36.92% (-0.34%)

1% less funds holding

Funds holding: 8786 (-1)

11% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 9

Holders
86
Holders Change
-1
Holders Change %
-1.15%
% of All Funds
1.36%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
8
Increased
32
Reduced
28
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$31.3M +$11.9K +695 +0%
BlackRock
2
BlackRock
New York
$22.8M +$478K +27,955 +2%
BCM
3
Basswood Capital Management
New York
$16.6M +$57K +3,335 +0.4%
Vanguard Group
4
Vanguard Group
Pennsylvania
$13.2M -$25.3K -1,478 -0.2%
Goldman Sachs
5
Goldman Sachs
New York
$10.6M -$175K -10,230 -2%
N
6
Nuveen
North Carolina
$9.06M -$1.81M -106,185 -17%
First Manhattan
7
First Manhattan
New York
$9.05M +$605K +35,400 +8%
CRM
8
Cramer Rosenthal McGlynn
Connecticut
$8.29M -$1.36M -79,856 -15%
BCM
9
Bridgeway Capital Management
Texas
$6.72M
JP Morgan Chase
10
JP Morgan Chase
New York
$6.37M +$807K +47,214 +15%
DekaBank Deutsche Girozentrale
11
DekaBank Deutsche Girozentrale
Germany
$5.93M +$1.54M +90,000 +37%
TAM
12
Trillium Asset Management
Massachusetts
$5.27M
State Street
13
State Street
Massachusetts
$5.22M -$361K -21,114 -7%
Geode Capital Management
14
Geode Capital Management
Massachusetts
$4.95M +$113K +6,611 +2%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$4.28M -$13.3K -780 -0.3%
Northern Trust
16
Northern Trust
Illinois
$3.46M -$164K -9,616 -5%
Dimensional Fund Advisors
17
Dimensional Fund Advisors
Texas
$2.81M +$703K +41,136 +36%
CYG
18
Clean Yield Group
Vermont
$2.28M +$61.5K +3,600 +3%
RMCM
19
Reynders McVeigh Capital Management
Massachusetts
$2.28M -$361K -21,100 -14%
AC
20
Arjuna Capital
North Carolina
$2.26M +$7.79K +456 +0.4%
AllianceBernstein
21
AllianceBernstein
Tennessee
$2.04M
Bank of New York Mellon
22
Bank of New York Mellon
New York
$1.97M +$71.8K +4,203 +4%
IP
23
Isthmus Partners
Wisconsin
$1.93M +$82K +4,797 +5%
EDRH
24
Edmond de Rothschild Holding
Switzerland
$1.93M +$54.2K +3,170 +3%
Ameriprise
25
Ameriprise
Minnesota
$1.83M +$26.2K +1,536 +2%

AMAL Hedge Fund Activity: Q1 2022 in Review

86 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q1 2022, worth a combined $206M — up 6.1% from $194M a quarter earlier.

Sellers outnumbered buyers: 9 funds closed out of AMAL and 8 opened new positions — a net loss of 1 holder — while 28 trimmed existing stakes and 32 added.

The largest buyer was DekaBank Deutsche Girozentrale, adding an estimated $1.54M. The largest seller was Nuveen, cutting an estimated $1.81M.

  • 86 institutional investors held Amalgamated Financial (AMAL) as of Q1 2022, down from 87 in Q4 2021.
  • Funds reported $206M of Amalgamated Financial stock for Q1 2022, up 6.1% quarter-over-quarter.
  • 8 funds opened new Amalgamated Financial positions in Q1 2022 and 9 closed out, a net change of -1 holder.
  • The largest Amalgamated Financial buyer in Q1 2022 was DekaBank Deutsche Girozentrale, an estimated $1.54M added.
  • The largest Amalgamated Financial seller in Q1 2022 was Nuveen, an estimated $1.81M sold.

Based on aggregated 13F filings for Q1 2022.