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Amalgamated Financial
AMAL

Overview Fund Activity

118 hedge funds and large institutions have $280M invested in Amalgamated Financial in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 48 increasing their positions, 43 reducing their positions, and 26 closing their positions.

Holders
118
Holders Change
-12
Holders Change %
-9.23%
% of All Funds
1.89%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
14
Increased
48
Reduced
43
Closed
26
Calls
$223K
Puts
$94K
Net Calls
+$129K
Net Calls Change
+$1K

Top Buyers

1
Adage Capital Partners
1
Adage Capital Partners
Massachusetts
$35.6M
2
State Street
2
State Street
Massachusetts
$12.4M
3
BlackRock
3
BlackRock
New York
$43.5M
4
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$13.5M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$2.97M

Top Sellers

1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$0
2
Millennium Management
2
Millennium Management
New York
$0
3
Nuveen Asset Management
3
Nuveen Asset Management
Illinois
$4.51M
4
Morgan Stanley
4
Morgan Stanley
New York
$2.57M
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$3.62M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$43.5M 2,457,133 +215,663 +10%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$35.6M 2,010,300 +389,669 +24%
Vanguard Group
3
Vanguard Group
Pennsylvania
$20.5M 1,157,696 +58,613 +5%
Brown Advisory
4
Brown Advisory
Maryland
$15.8M 893,448 +445 +0%
Dimensional Fund Advisors
5
Dimensional Fund Advisors
Texas
$13.5M 761,831 +178,404 +31%
State Street
6
State Street
Massachusetts
$12.4M 700,952 +370,526 +112%
Goldman Sachs
7
Goldman Sachs
New York
$10.7M 607,565 +20,585 +4%
DekaBank Deutsche Girozentrale
8
DekaBank Deutsche Girozentrale
Germany
$10.7M 616,731 +65,000 +12%
Federated Hermes
9
Federated Hermes
Pennsylvania
$10.6M 600,325 +17,526 +3%
BCM
10
Basswood Capital Management
New York
$9.3M 525,981 -63,971 -11%
First Manhattan
11
First Manhattan
New York
$6.96M 393,388 -27,168 -6%
Geode Capital Management
12
Geode Capital Management
Massachusetts
$6.23M 351,899 +13,299 +4%
BCM
13
Bridgeway Capital Management
Texas
$5.05M 285,525 -110,905 -28%
Nuveen Asset Management
14
Nuveen Asset Management
Illinois
$4.51M 255,044 -162,475 -39%
NIA
15
NIA Impact Advisors
California
$3.82M 216,074 +19,734 +10%
Northern Trust
16
Northern Trust
Illinois
$3.78M 213,668 -4,027 -2%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$3.62M 204,396 -130,067 -39%
American Century Companies
18
American Century Companies
Missouri
$3.25M 183,749 +27,299 +17%
AQR Capital Management
19
AQR Capital Management
Connecticut
$2.97M 167,973 +104,188 +163%
Morgan Stanley
20
Morgan Stanley
New York
$2.57M 145,496 -131,513 -47%
AC
21
Arjuna Capital
North Carolina
$2.54M 143,604 +12,886 +10%
CRM
22
Cramer Rosenthal McGlynn
Connecticut
$2.43M 137,408 -41,309 -23%
KBC Group
23
KBC Group
Belgium
$2.36M 133,159 – –
JPMorgan Chase & Co
24
JPMorgan Chase & Co
New York
$2.34M 132,046 -12,401 -9%
Bank of New York Mellon
25
Bank of New York Mellon
New York
$2.22M 125,755 -2,201 -2%
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