Amalgamated Financial
AMAL
195 hedge funds and large institutions have $611M invested in Amalgamated Financial in 2024 Q4 according to their latest regulatory filings, with 46 funds opening new positions, 69 increasing their positions, 50 reducing their positions, and 14 closing their positions.
229% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 14
118% more call options, than puts
Call options by funds: $124K | Put options by funds: $57K
38% more repeat investments, than reductions
Existing positions increased: 69 | Existing positions reduced: 50
18% more funds holding
Funds holding: 165 → 195 (+30)
12% more capital invested
Capital invested by funds: $547M → $611M (+$64.5M)
2.69% more ownership
Funds ownership: 56.88% → 59.57% (+2.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NPIC
Neumeier Poma Investment Counsel
Carmel,
California
|
+$13.4M |
| 2 |
BlackRock
New York
|
+$7.81M |
| 3 |
CAM
Congress Asset Management
Boston,
Massachusetts
|
+$5.48M |
| 4 |
State Street
Boston,
Massachusetts
|
+$4.73M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$3.31M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Brown Advisory
Baltimore,
Maryland
|
-$28.2M |
| 2 |
Adage Capital Partners
Boston,
Massachusetts
|
-$5.78M |
| 3 |
KCM
Kennedy Capital Management
St Louis,
Missouri
|
-$3.62M |
| 4 |
Vanguard Group
Malvern,
Pennsylvania
|
-$3.13M |
| 5 |
D.E. Shaw & Co
New York
|
-$1.96M |
AMAL Hedge Fund Activity: Q4 2024 in Review
195 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Amalgamated Financial (AMAL) for Q4 2024, worth a combined $611M — up 12% from $547M a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new AMAL positions and 14 closed out — a net gain of 32 holders — while 69 added to existing stakes and 50 trimmed.
The largest buyer was Neumeier Poma Investment Counsel, opening a new position worth an estimated $13.4M. The largest seller was Brown Advisory, cutting an estimated $28.2M.
- 195 institutional investors held Amalgamated Financial (AMAL) as of Q4 2024, up from 165 in Q3 2024.
- Funds reported $611M of Amalgamated Financial stock for Q4 2024, up 12% quarter-over-quarter.
- 46 funds opened new Amalgamated Financial positions in Q4 2024 and 14 closed out, a net change of +32 holders.
- The largest Amalgamated Financial buyer in Q4 2024 was Neumeier Poma Investment Counsel, an estimated $13.4M added.
- The largest Amalgamated Financial seller in Q4 2024 was Brown Advisory, an estimated $28.2M sold.
Based on aggregated 13F filings for Q4 2024.