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Amalgamated Financial
AMAL

Overview Fund Activity

133 hedge funds and large institutions have $419M invested in Amalgamated Financial in 2023 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 50 increasing their positions, 40 reducing their positions, and 5 closing their positions.

Holders
133
Holders Change
+19
Holders Change %
+16.67%
% of All Funds
1.95%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
24
Increased
50
Reduced
40
Closed
5
Calls
$684K
Puts
$3K
Net Calls
+$681K
Net Calls Change
+$678K

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$15.3M
2
Dimensional Fund Advisors
2
Dimensional Fund Advisors
Texas
$27.1M
3
KCM
3
Kennedy Capital Management
Missouri
$3.11M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$4.9M
5
Invesco
5
Invesco
Georgia
$3.65M

Top Sellers

1
DekaBank Deutsche Girozentrale
1
DekaBank Deutsche Girozentrale
Germany
$6.1M
2
Goldman Sachs
2
Goldman Sachs
New York
$9.73M
3
Adage Capital Partners
3
Adage Capital Partners
Massachusetts
$52.9M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$845K
5
Schroder Investment Management Group
5
Schroder Investment Management Group
United Kingdom
$6.01M
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$77.8M 2,887,691 -6,322 -0.2%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$52.9M 1,963,108 -219,171 -10%
Vanguard Group
3
Vanguard Group
Pennsylvania
$30.3M 1,124,536 +3,675 +0.3%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$27.1M 1,005,772 +122,722 +14%
Brown Advisory
5
Brown Advisory
Maryland
$22.2M 823,044 -39,831 -5%
Morgan Stanley
6
Morgan Stanley
New York
$15.3M 567,058 +462,341 +442%
State Street
7
State Street
Massachusetts
$11.9M 441,678 +7,143 +2%
First Manhattan
8
First Manhattan
New York
$11.4M 424,243 -24,600 -5%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$11M 409,011 +20,592 +5%
Goldman Sachs
10
Goldman Sachs
New York
$9.73M 361,042 -298,834 -45%
Nuveen Asset Management
11
Nuveen Asset Management
Illinois
$9.07M 336,788 +43,963 +15%
American Century Companies
12
American Century Companies
Missouri
$7.61M 282,531 +56,572 +25%
Northern Trust
13
Northern Trust
Illinois
$6.36M 235,899 +7,853 +3%
BCM
14
Bridgeway Capital Management
Texas
$6.24M 231,469 +9,109 +4%
RGC
15
Redwood Grove Capital
California
$6.21M 230,691 – –
DekaBank Deutsche Girozentrale
16
DekaBank Deutsche Girozentrale
Germany
$6.1M 226,175 -380,000 -63%
Schroder Investment Management Group
17
Schroder Investment Management Group
United Kingdom
$6.01M 223,130 -93,977 -30%
Prudential Financial
18
Prudential Financial
New Jersey
$4.92M 182,745 -33,240 -15%
JPMorgan Chase & Co
19
JPMorgan Chase & Co
New York
$4.9M 181,883 +113,284 +165%
AC
20
Arjuna Capital
North Carolina
$4.53M 167,994 +10,448 +7%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$4.26M 158,218 -9,223 -6%
CYG
22
Clean Yield Group
Vermont
$3.92M 145,464 +4,960 +4%
Invesco
23
Invesco
Georgia
$3.65M 135,652 +110,453 +438%
KBC Group
24
KBC Group
Belgium
$3.59M 133,159 – –
Assenagon Asset Management
25
Assenagon Asset Management
Luxembourg
$3.48M 129,127 +30,262 +31%
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