Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amalgamated Financial Corp (AMAL)

192 + Investors. Track Smart Money conviction in AMAL. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +5
Streak
2Q ▲
Buyers last Q
51%

Smart Money Signals — AMAL

Based on 175 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 2 quarters in a row

last 6Q
For 2 consecutive quarters, more hedge funds added AMAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
175 funds currently hold this stock — 91% of the 3.0-year high of 193 funds (reached 2024 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📉

Outflows — 4% fewer funds vs a year ago

fund count last 6Q
8 fewer hedge funds hold AMAL compared to a year ago (-4% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟡

Slight buying edge — 51% buying

87 buying85 selling
Last quarter: 87 funds bought or added vs 85 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~31 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 19 → 19 → 34 → 31. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

57% of holders stayed for 2+ years

■ 57% conviction (2yr+) ■ 23% medium ■ 20% new
100 out of 175 hedge funds have held AMAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
💰

Price up while funds trimmed (+15% value, -0% shares)

Value
+14%
Shares
0%
Last quarter: total value of institutional AMAL holdings rose +15% even though funds reduced share count by 0%. The stock price increased enough to offset the selling. Institutions are quietly trimming into price strength — watch for rotation.
🚀

Acceleration phase — new buyers rushing in

23 → 19 → 19 → 34 → 31 new funds/Q
New funds entering each quarter: 19 → 19 → 34 → 31. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Veteran-anchored — 61% veterans vs 23% newcomers

■ 61% veterans ■ 16% 1-2yr ■ 23% new
Entry-cohort mix of 175 holders: 107 (61%) are 2+ year veterans, 28 entered 1–2 years ago, and 40 (23%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 57% AUM from top-100 funds

57% from top-100 AUM funds
45 of 175 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in AMAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.1
out of 10
Low Exit Risk
Exit risk score 3.1/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — AMAL

In 2026 Q1, 87 hedge funds were net buyers of AMAL (31 opened a new position, 56 added to an existing one), while 85 reduced or exited (59 trimmed, 26 sold completely) — a 51% buyer ratio, indicating a slight buying edge. Net buying has persisted for two consecutive quarters, a positive momentum signal. 57% of total institutional value in AMAL is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 175.

Hedge Fund Ownership: AMAL

How many hedge funds hold AMAL — quarterly history vs. share price
Quarterly hedge fund ownership of AMAL vs. share price

Market Analysis: AMAL

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: AMAL

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

10 top-rated funds 1 high-conviction
Consensus
4.5
/ 10
breadth
×
Elite
1.3
/ 10
conviction
Hedge Fund Positioning: AMAL
192 + Investors

Track Smart Money conviction in AMAL. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 192 175 9.71%
13F Shares 18M 18M -2.85%
Total Value $756M $660M 14.53%
New Positions 36 31 +5
Increased Positions 58 56 +2
Closed Positions 19 26 -7
Reduced Positions 69 59 +10
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMAL

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Financial Highlights

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Institutional Holders (2026 Q2)

192 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in AMAL. Verified SEC 13F-HR filings.

QUARTER:
Top 25 AMAL holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Figure 8 Investment Strategies LLC 2.61% 67,308 $3.1M
2 Nia Impact Advisors, LLC 2.08% 109,133 $5.0M
3 Harrington Investments, INC 1.76% 79,310 $3.6M
4 PMC FIG Opportunities LLC 1.12% 15,359 $705K
5 Arjuna Capital 1.10% 106,296 $4.9M
6 Clean Yield Group 0.78% 68,140 $3.1M
7 Globeflex Capital L P 0.61% 103,401 $4.7M
8 SummerHaven Investment Management, LLC 0.56% 22,799 $1.0M
9 Isthmus Partners, LLC 0.50% 111,678 $5.1M
10 R Squared Ltd 0.35% 14,334 $658K
11 Bridgeway Capital Management, LLC 0.24% 296,484 $13.6M
12 Abacus Wealth Partners, LLC 0.21% 44,406 $2.0M
13 EntryPoint Capital, LLC 0.14% 7,378 $202K
14 Avalon Trust Co 0.14% 47,995 $2.2M
15 Caldwell Sutter Capital, INC. 0.13% 7,345 $337K
16 Horizon Investment Services, LLC 0.10% 7,780 $357K
17 Polymer Capital Management (US) LLC 0.08% 13,835 $635K
18 McMillan Office, Inc. 0.08% 15,000 $688K
19 Nomura Asset Management International INC. 0.08% 1,131,014 $51.9M
20 Nwam LLC 0.06% 27,204 $1.2M
21 Mirabella Financial Services LLP 0.06% 13,327 $612K
22 Quent Capital, LLC 0.06% 20,580 $945K
23 Congress Asset Management Co 0.06% 204,238 $9.4M
24 First Manhattan CO. LLC. 0.05% 396,495 $18.2M
25 Adage Capital Partners GP, L.L.C. 0.04% 575,016 $26.4M
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Amalgamated Financial Corp (AMAL)

What does the Smart Money Trend signal show for AMAL?

Buying streak — 2 quarters in a row: For 2 consecutive quarters, more hedge funds added AMAL than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for AMAL?

Slight buying edge — 51% buying: Last quarter: 87 funds bought or added vs 85 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for AMAL holders?

Elite ownership — 57% AUM from top-100 funds: 45 of 175 holders are among the 100 largest funds by AUM, controlling 57% of total institutional value in AMAL. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held AMAL?

57% of holders stayed for 2+ years: 100 out of 175 hedge funds have held AMAL for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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