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Amalgamated Financial

107 hedge funds and large institutions have $226M invested in Amalgamated Financial in 2022 Q2 according to their latest regulatory filings, with 25 funds opening new positions, 40 increasing their positions, 30 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

733% more first-time investments, than exits

New positions opened: 25 | Existing positions closed: 3

33% more repeat investments, than reductions

Existing positions increased: 40 | Existing positions reduced: 30

24% more funds holding

Funds holding: 86107 (+21)

10% more capital invested

Capital invested by funds: $206M → $226M (+$19.9M)

0.15% more ownership

Funds ownership: 36.92%37.07% (+0.15%)

Holders
107
Holders Change
+21
Holders Change %
+24.42%
% of All Funds
1.8%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
25
Increased
40
Reduced
30
Closed
3
Calls
$3K
Puts
Net Calls
+$3K
Net Calls Change
+$3K
Name Holding Trade Value Shares
Change
Change in
Stake
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$32.9M -$1.55M -80,285 -5%
BlackRock
2
BlackRock
New York
$26.1M +$934K +48,401 +4%
BCM
3
Basswood Capital Management
New York
$16.5M -$1.78M -92,020 -10%
Vanguard Group
4
Vanguard Group
Pennsylvania
$14.6M +$121K +6,295 +0.9%
First Manhattan
5
First Manhattan
New York
$9.65M -$308K -15,975 -3%
Goldman Sachs
6
Goldman Sachs
New York
$7.84M -$3.7M -191,797 -33%
BCM
7
Bridgeway Capital Management
Texas
$7.75M +$342K +17,730 +5%
DekaBank Deutsche Girozentrale
8
DekaBank Deutsche Girozentrale
Germany
$7.56M +$1.13M +58,586 +18%
N
9
Nuveen
North Carolina
$7.45M -$2.75M -142,384 -27%
State Street
10
State Street
Massachusetts
$6.39M +$624K +32,320 +11%
JP Morgan Chase
11
JP Morgan Chase
New York
$5.89M -$1.09M -56,270 -16%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$5.46M +$7.72K +400 +0.1%
Dimensional Fund Advisors
13
Dimensional Fund Advisors
Texas
$5.21M +$2.06M +106,894 +68%
Morgan Stanley
14
Morgan Stanley
New York
$4.34M +$2.3M +119,378 +119%
Hotchkis & Wiley Capital Management
15
Hotchkis & Wiley Capital Management
California
$3.93M -$760K -39,410 -17%
Northern Trust
16
Northern Trust
Illinois
$3.83M +$21.5K +1,115 +0.6%
CRM
17
Cramer Rosenthal McGlynn
Connecticut
$3.74M -$5.25M -272,043 -59%
Assenagon Asset Management
18
Assenagon Asset Management
Luxembourg
$3.53M +$1.74M +90,301 +102%
RMCM
19
Reynders McVeigh Capital Management
Massachusetts
$2.63M +$123K +6,350 +5%
AC
20
Arjuna Capital
North Carolina
$2.5M +$14.7K +764 +0.6%
Federated Hermes
21
Federated Hermes
Pennsylvania
$2.49M +$2.43M +125,769 New
AllianceBernstein
22
AllianceBernstein
Tennessee
$2.34M +$84.9K +4,400 +4%
IP
23
Isthmus Partners
Wisconsin
$2.14M +$8.08K +419 +0.4%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$2.07M -$99.5K -5,158 -5%
CYG
25
Clean Yield Group
Vermont
$2M -$493K -25,550 -20%

AMAL Hedge Fund Activity: Q2 2022 in Review

107 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2022, worth a combined $226M — up 9.6% from $206M a quarter earlier.

Buyers outnumbered sellers: 25 funds opened new AMAL positions and 3 closed out — a net gain of 22 holders — while 40 added to existing stakes and 30 trimmed.

The largest buyer was Federated Hermes, opening a new position worth an estimated $2.43M. The largest seller was Trillium Asset Management, exiting entirely with an estimated $5.27M sold.

  • 107 institutional investors held Amalgamated Financial (AMAL) as of Q2 2022, up from 86 in Q1 2022.
  • Funds reported $226M of Amalgamated Financial stock for Q2 2022, up 9.6% quarter-over-quarter.
  • 25 funds opened new Amalgamated Financial positions in Q2 2022 and 3 closed out, a net change of +22 holders.
  • The largest Amalgamated Financial buyer in Q2 2022 was Federated Hermes, an estimated $2.43M added.
  • The largest Amalgamated Financial seller in Q2 2022 was Trillium Asset Management, an estimated $5.27M sold.

Based on aggregated 13F filings for Q2 2022.