Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Amalgamated Financial Corp (AMAL)

174 + 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 174 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 — 90% of 3.0Y peak

90% of all-time peak
174 funds currently hold this stock — 90% 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 — 5% fewer funds vs a year ago

fund count last 6Q
9 fewer hedge funds hold AMAL compared to a year ago (-5% 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 → 33 → 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
99 out of 174 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 → 33 → 31 new funds/Q
New funds entering each quarter: 19 → 19 → 33 → 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 174 holders: 106 (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.
✅

Strong quality — 37% AUM from major funds

37% from top-100 AUM funds
43 of 174 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.0
out of 10
Low Exit Risk
Exit risk score 3.0/10 — 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. 37% of total institutional value in AMAL is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +5 funds (more new holders than closures). Total institutional holders: 174.

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

-- --

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

Is It Too Late to Buy Amalgamated Financial Corp (AMAL) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much AMAL has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 80d ago
AMAL
nan%
XLF
+9.5%

AMAL outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 35d ago
AMAL
nan%
XLF
+5.8%

Since the filing became public, AMAL outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

18 top-rated funds 2 high-conviction
Consensus
5.6
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: AMAL
174 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 174 169 2.96%
13F Shares 18M 18M -0.26%
Total Value $660M $575M 14.87%
New Positions 31 33 -2
Increased Positions 56 56 -
Closed Positions 26 22 +4
Reduced Positions 59 60 -1
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: AMAL

View More

Valuation Measures Data as of: --

Market Cap --
Enterprise Value --
Trailing P/E --
Forward P/E --
PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
Levered Free Cash Flow (ttm) --

Institutional Holders (2026 Q1)

174 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Figure 8 Investment Strategies LLC 2.51% 66,099 $2.6M
2 Nia Impact Advisors, LLC 1.67% 96,393 $3.7M
3 Harrington Investments, INC 1.65% 80,860 $3.1M
4 Arjuna Capital 0.99% 100,471 $3.9M
5 Clean Yield Group 0.80% 73,548 $2.9M
6 Globeflex Capital L P 0.63% 106,947 $4.2M
7 SummerHaven Investment Management, LLC 0.54% 22,799 $886K
8 Isthmus Partners, LLC 0.46% 112,570 $4.4M
9 R Squared Ltd 0.28% 13,293 $517K
10 Abacus Wealth Partners, LLC 0.25% 69,309 $2.7M
11 EntryPoint Capital, LLC 0.24% 21,394 $832K
12 Bridgeway Capital Management, LLC 0.23% 290,102 $11.3M
13 Avalon Trust Co 0.13% 48,685 $1.9M
14 Caldwell Sutter Capital, INC. 0.12% 7,345 $286K
15 Nomura Asset Management International INC. 0.08% 1,182,663 $46.0M
16 McMillan Office, Inc. 0.07% 15,000 $583K
17 Integrated Quantitative Investments LLC 0.07% 10,091 $392K
18 AlphaQuest LLC 0.06% 32,567 $1.0M
19 Martingale Asset Management L P 0.06% 58,961 $2.3M
20 Quent Capital, LLC 0.06% 20,580 $800K
21 Adage Capital Partners GP, L.L.C. 0.05% 840,108 $32.7M
22 Congress Asset Management Co 0.05% 173,585 $6.7M
23 First Manhattan CO. LLC. 0.04% 402,775 $15.7M
24 Trexquant Investment LP 0.04% 140,268 $5.5M
25 Nwam LLC 0.04% 17,329 $674K
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?

Strong quality — 37% AUM from major funds: 43 of 174 holders rank in the top 100 by AUM, accounting for 37% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held AMAL?

57% of holders stayed for 2+ years: 99 out of 174 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.

Is it too late to buy Amalgamated Financial Corp (AMAL) following the 2026 Q1 hedge fund 13F filings?

As of today, AMAL has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to +5.8% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), AMAL has gained nan% vs +9.5% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

Full history →