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Amalgamated Financial
AMAL

116 hedge funds and large institutions have $254M invested in Amalgamated Financial in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 45 increasing their positions, 41 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 41

0.1% more ownership

Funds ownership: 51.57% → 51.67% (+0.1%)

6% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 18

2% less funds holding

Funds holding: 118 → 116 (-2)

9% less capital invested

Capital invested by funds: $280M → $254M (-$25.8M)

Holders
116
Holders Change
-2
Holders Change %
-1.69%
% of All Funds
1.82%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
45
Reduced
41
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BlackRock
BlackRock
New York
+$9.23M
2
Millennium Management
Millennium Management
New York
+$3.58M
3
Goldman Sachs
Goldman Sachs
New York
+$2.54M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$1.81M
5
Prudential Financial
Prudential Financial
New Jersey
+$1.81M

Top Sellers

Rank Fund Capital Flow
1
Federated Hermes
Federated Hermes
Pennsylvania
-$8.57M
2
BCM
Basswood Capital Management
New York
-$6.99M
3
State Street
State Street
Massachusetts
-$4.21M
4
CRM
Cramer Rosenthal McGlynn
Connecticut
-$2.43M
5
PAM
Panagora Asset Management
Massachusetts
-$1.49M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$48.8M +$9.23M +574,571 +23%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$34.2M +$1.81M +112,642 +6%
Vanguard Group
3
Vanguard Group
Pennsylvania
$18.1M -$574K -35,726 -3%
Brown Advisory
4
Brown Advisory
Maryland
$13.4M -$1.02M -63,306 -7%
Goldman Sachs
5
Goldman Sachs
New York
$12.3M +$2.54M +157,938 +26%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$12.3M -$2.01K -125 -0%
DekaBank Deutsche Girozentrale
7
DekaBank Deutsche Girozentrale
Germany
$9.91M +$24.1K +1,498 +0.2%
State Street
8
State Street
Massachusetts
$7.06M -$4.21M -262,089 -37%
First Manhattan
9
First Manhattan
New York
$7.04M +$710K +44,205 +11%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$6.04M +$376K +23,399 +7%
BCM
11
Bridgeway Capital Management
Texas
$5.24M +$643K +40,051 +14%
N
12
Nuveen
North Carolina
$4.87M +$769K +47,858 +19%
NIA
13
NIA Impact Advisors
California
$4.27M +$71K +4,423 +2%
Schroder Investment Management Group
14
Schroder Investment Management Group
United Kingdom
$4.03M +$743K +46,291 +23%
Northern Trust
15
Northern Trust
Illinois
$3.65M +$209K +13,034 +6%
Millennium Management
16
Millennium Management
New York
$3.59M +$3.58M +222,839 New
American Century Companies
17
American Century Companies
Missouri
$3.2M +$240K +14,933 +8%
Prudential Financial
18
Prudential Financial
New Jersey
$3.15M +$1.81M +112,600 +136%
AQR Capital Management
19
AQR Capital Management
Connecticut
$2.53M -$175K -10,902 -6%
AC
20
Arjuna Capital
North Carolina
$2.43M +$122K +7,599 +5%
AllianceBernstein
21
AllianceBernstein
Tennessee
$2.18M +$406K +25,260 +23%
KBC Group
22
KBC Group
Belgium
$2.14M – – –
Bank of New York Mellon
23
Bank of New York Mellon
New York
$2.02M -$7.79K -485 -0.4%
CYG
24
Clean Yield Group
Vermont
$1.85M +$512K +31,875 +38%
AG
25
Algert Global
California
$1.74M +$31.6K +1,970 +2%
1
2 3 4 5

AMAL Hedge Fund Activity: Q2 2023 in Review

116 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2023, worth a combined $254M — down 9.2% from $280M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of AMAL and 17 opened new positions — a net loss of 1 holder — while 41 trimmed existing stakes and 45 added.

The largest buyer was BlackRock, adding an estimated $9.23M. The largest seller was Federated Hermes, cutting an estimated $8.57M.

  • 116 institutional investors held Amalgamated Financial (AMAL) as of Q2 2023, down from 118 in Q1 2023.
  • Funds reported $254M of Amalgamated Financial stock for Q2 2023, down 9.2% quarter-over-quarter.
  • 17 funds opened new Amalgamated Financial positions in Q2 2023 and 18 closed out, a net change of -1 holder.
  • The largest Amalgamated Financial buyer in Q2 2023 was BlackRock, an estimated $9.23M added.
  • The largest Amalgamated Financial seller in Q2 2023 was Federated Hermes, an estimated $8.57M sold.

Based on aggregated 13F filings for Q2 2023.