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Amalgamated Financial
AMAL

154 hedge funds and large institutions have $445M invested in Amalgamated Financial in 2024 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 61 increasing their positions, 56 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

14% more capital invested

Capital invested by funds: $389M → $445M (+$56.1M)

9% more repeat investments, than reductions

Existing positions increased: 61 | Existing positions reduced: 56

0% less ownership

Funds ownership: 53.23% → 53.23% (-0%)

3% less funds holding

Funds holding: 159 → 154 (-5)

14% less first-time investments, than exits

New positions opened: 18 | Existing positions closed: 21

Holders
154
Holders Change
-5
Holders Change %
-3.14%
% of All Funds
2.22%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
18
Increased
61
Reduced
56
Closed
21
Calls
$1.02M
Puts
–
Net Calls
+$1.02M
Net Calls Change
+$290K

Top Buyers

Rank Fund Capital Flow
1
Vanguard Group
Vanguard Group
Pennsylvania
+$6.17M
2
Allianz Asset Management
Allianz Asset Management
Germany
+$2.88M
3
BlackRock
BlackRock
New York
+$2.86M
4
American Century Companies
American Century Companies
Missouri
+$1.55M
5
JP Morgan Chase
JP Morgan Chase
New York
+$1.39M

Top Sellers

Rank Fund Capital Flow
1
RGC
Redwood Grove Capital
California
-$4.82M
2
Adage Capital Partners
Adage Capital Partners
Massachusetts
-$2.73M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
-$2.7M
4
Renaissance Technologies
Renaissance Technologies
New York
-$2.16M
5
Goldman Sachs
Goldman Sachs
New York
-$1.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
BlackRock
1
BlackRock
New York
$79M +$2.86M +117,103 +4%
Adage Capital Partners
2
Adage Capital Partners
Massachusetts
$42M -$2.73M -111,738 -7%
Vanguard Group
3
Vanguard Group
Pennsylvania
$33.4M +$6.17M +252,655 +26%
Dimensional Fund Advisors
4
Dimensional Fund Advisors
Texas
$31.7M +$1.05M +43,213 +4%
Brown Advisory
5
Brown Advisory
Maryland
$22.8M -$72.3K -2,962 -0.4%
State Street
6
State Street
Massachusetts
$18.4M -$925K -37,884 -5%
JP Morgan Chase
7
JP Morgan Chase
New York
$13.1M +$1.39M +56,998 +14%
Geode Capital Management
8
Geode Capital Management
Massachusetts
$12.2M +$721K +29,528 +7%
American Century Companies
9
American Century Companies
Missouri
$11.7M +$1.55M +63,561 +17%
First Manhattan
10
First Manhattan
New York
$11M -$62.2K -2,550 -0.6%
Goldman Sachs
11
Goldman Sachs
New York
$8.03M -$1.2M -49,061 -14%
BCM
12
Bridgeway Capital Management
Texas
$6.8M +$207K +8,460 +4%
Prudential Financial
13
Prudential Financial
New Jersey
$6.59M -$379K -15,510 -6%
Northern Trust
14
Northern Trust
Illinois
$6.39M +$367K +15,049 +7%
NIA
15
NIA Impact Advisors
California
$6.07M -$328K -13,447 -6%
Franklin Resources
16
Franklin Resources
California
$5.69M +$15.6K +640 +0.3%
Millennium Management
17
Millennium Management
New York
$5.55M -$693K -28,403 -12%
AC
18
Arjuna Capital
North Carolina
$4.83M +$105K +4,319 +3%
N
19
Nuveen
North Carolina
$4.39M +$219K +8,969 +6%
Bank of New York Mellon
20
Bank of New York Mellon
New York
$4.35M +$111K +4,555 +3%
Morgan Stanley
21
Morgan Stanley
New York
$4.14M -$1.17M -47,950 -24%
CYG
22
Clean Yield Group
Vermont
$3.96M +$32.5K +1,332 +0.9%
Federated Hermes
23
Federated Hermes
Pennsylvania
$3.96M -$3.81K -156 -0.1%
IP
24
Isthmus Partners
Wisconsin
$3.74M +$1.88K +77 +0.1%
KBC Group
25
KBC Group
Belgium
$3.65M – – –
1
2 3 4 5

AMAL Hedge Fund Activity: Q2 2024 in Review

154 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q2 2024, worth a combined $445M — up 14% from $389M a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of AMAL and 18 opened new positions — a net loss of 3 holders — while 56 trimmed existing stakes and 61 added.

The largest buyer was Vanguard Group, adding an estimated $6.17M. The largest seller was Redwood Grove Capital, exiting entirely with an estimated $4.82M sold.

  • 154 institutional investors held Amalgamated Financial (AMAL) as of Q2 2024, down from 159 in Q1 2024.
  • Funds reported $445M of Amalgamated Financial stock for Q2 2024, up 14% quarter-over-quarter.
  • 18 funds opened new Amalgamated Financial positions in Q2 2024 and 21 closed out, a net change of -3 holders.
  • The largest Amalgamated Financial buyer in Q2 2024 was Vanguard Group, an estimated $6.17M added.
  • The largest Amalgamated Financial seller in Q2 2024 was Redwood Grove Capital, an estimated $4.82M sold.

Based on aggregated 13F filings for Q2 2024.