Amalgamated Financial Corp.: which funds bought and sold

Institutions that bought and sold Amalgamated Financial shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 93 institutions that filed 13F reports for both quarters added to or opened positions in Amalgamated Financial, and 80 cut or closed them. Together they sold a net 396K shares, −2.2% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 165K shares (−3.2%); index fund managers were net sellers of 214K shares (−3.2%). 31 opened a new position and 13 sold out entirely.

Bought, Q2 2026 93 institutions, 31 of them new holders Sold, Q2 2026 80 institutions, 13 of them sold out

Net change, all compared −396K shares (−2.2%)

Net change, active managers −165K shares (−3.2%), 18 bought, 16 sold

Buyers versus sellers

institutions compared, 203

93 bought 30 80 sold

Active managers and hedge funds 18 bought · 16 sold · −165K

Index fund managers 2 bought · 8 sold · −214K

Other institutions 73 bought · 56 sold · −17K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+81K +12.1%	748K	$34.3M
First Trust Advisors LP	+69K +309.1%	91K	$4.2M
Brevan Howard Capital Management LP Hedge fund	+69K +753.1%	78K	$3.6M
Millennium Management LLC Hedge fund	+64K +69.9%	154K	$7.1M
Price T Rowe Associates Inc Active manager	+42K +23.4%	223K	$10.2M
Alliancebernstein L.P. Active manager	+42K +5.6%	793K	$30.8M
Gsa Capital Partners LLP	+41K New position	41K	$1.9M
Citadel Advisors LLC Hedge fund	+41K New position	41K	$1.9M
Congress Asset Management Co Active manager	+31K +17.7%	204K	$9.4M
Boothbay Fund Management, LLC Hedge fund	+30K New position	30K	$1.4M
UBS Group AG	+18K +47.5%	56K	$2.6M
Jain Global LLC Hedge fund	+16K New position	16K	$734,171
Pmc Fig Opportunities LLC	+15K New position	15K	$704,978
Polymer Capital Management (US) LLC	+14K New position	14K	$635,027
Y-Intercept (Hong Kong) Ltd	+14K New position	14K	$620,843
Acadian Asset Management LLC Active manager	+13K +25.1%	67K	$3.1M
Mirabella Financial Services LLP	+13K New position	13K	$611,709
Marshall Wace, LLP Hedge fund	+13K New position	13K	$610,470
Nia Impact Advisors, LLC	+13K +13.2%	109K	$5M
D. E. Shaw & Co., Inc. Hedge fund	+11K +30.9%	48K	$2.2M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
American Century Companies Inc Active manager	+81K +12.1%	748K	$34.3M
Brevan Howard Capital Management LP Hedge fund	+69K +753.1%	78K	$3.6M
Millennium Management LLC Hedge fund	+64K +69.9%	154K	$7.1M
Price T Rowe Associates Inc Active manager	+42K +23.4%	223K	$10.2M
Alliancebernstein L.P. Active manager	+42K +5.6%	793K	$30.8M
Citadel Advisors LLC Hedge fund	+41K New position	41K	$1.9M
Congress Asset Management Co Active manager	+31K +17.7%	204K	$9.4M
Boothbay Fund Management, LLC Hedge fund	+30K New position	30K	$1.4M
Jain Global LLC Hedge fund	+16K New position	16K	$734,171
Acadian Asset Management LLC Active manager	+13K +25.1%	67K	$3.1M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
Adage Capital Partners Gp, L.L.C. Hedge fund	−265K −31.6%	575K	$26.4M
Qube Research & Technologies Ltd Hedge fund	−95K −92.9%	7,261	$333,280
Thrivent Financial For Lutherans	−67K Sold out	0	—
Blackrock, Inc. Index funds	−61K −1.8%	3.4M	$156M
Martingale Asset Management L P Active manager	−54K −92.2%	4,619	$212,013
Edmond De Rothschild Holding S.A.	−52K Sold out	0	—
Nomura Asset Management International Inc.	−52K −4.4%	1.1M	$51.9M
State Street Corp Index funds	−49K −6.5%	700K	$32.1M
Vanguard Portfolio Management LLC Index funds	−48K −10.8%	396K	$18.2M
Exoduspoint Capital Management, LP Hedge fund	−47K Sold out	0	—
Connor, Clark & Lunn Investment Management Ltd.	−39K −58.2%	28K	$1.3M
FMR LLC Active manager	−36K −36.0%	64K	$2.9M
Geode Capital Management, LLC Index funds	−34K −6.0%	537K	$24.6M
Lazard Asset Management LLC Active manager	−30K −63.3%	17K	$800,726
Trexquant Investment LP Hedge fund	−27K −19.4%	113K	$5.2M
Point72 Asset Management, L.P. Hedge fund	−25K −39.9%	38K	$1.7M
Abacus Wealth Partners, LLC	−25K −35.9%	44K	$2M
Two Sigma Investments, LP Hedge fund	−24K −22.1%	86K	$4M
HRT Financial LP	−24K Sold out	0	—
Northern Trust Corp Index funds	−16K −7.3%	205K	$9.4M

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
Adage Capital Partners Gp, L.L.C. Hedge fund	−265K −31.6%	575K	$26.4M
Qube Research & Technologies Ltd Hedge fund	−95K −92.9%	7,261	$333,280
Martingale Asset Management L P Active manager	−54K −92.2%	4,619	$212,013
Exoduspoint Capital Management, LP Hedge fund	−47K Sold out	0	—
FMR LLC Active manager	−36K −36.0%	64K	$2.9M
Lazard Asset Management LLC Active manager	−30K −63.3%	17K	$800,726
Trexquant Investment LP Hedge fund	−27K −19.4%	113K	$5.2M
Point72 Asset Management, L.P. Hedge fund	−25K −39.9%	38K	$1.7M
Two Sigma Investments, LP Hedge fund	−24K −22.1%	86K	$4M
Engineers Gate Manager LP Hedge fund	−12K Sold out	0	—

New positions

largest by value

Institution	Shares	Value June 30, 2026
Gsa Capital Partners LLP	41K	$1.9M
Citadel Advisors LLCHedge fund	41K	$1.9M
Boothbay Fund Management, LLCHedge fund	30K	$1.4M
Jain Global LLCHedge fund	16K	$734,171
Pmc Fig Opportunities LLC	15K	$704,978
Polymer Capital Management (US) LLC	14K	$635,027
Y-Intercept (Hong Kong) Ltd	14K	$620,843
Mirabella Financial Services LLP	13K	$611,709
Marshall Wace, LLPHedge fund	13K	$610,470
Aquatic Capital Management LLC	9,281	$425,998

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Thrivent Financial For Lutherans	67K	$2.6M
Edmond De Rothschild Holding S.A.	52K	$2M
Exoduspoint Capital Management, LPHedge fund	47K	$1.8M
HRT Financial LP	24K	$921,000
Engineers Gate Manager LPHedge fund	12K	$483,426
Integrated Quantitative Investments LLC	10K	$392,237
Cornerstone Investment Partners, LLC	7,090	$275,588
Geowealth Management, LLC	5,490	$213,396
Quadrant Capital Group LLC	3,136	$121,897
Blue Trust, Inc.	125	$4,859

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 195
Ten largest holders: 59.7%
Index fund managers: 36.4%
Active managers and hedge funds: 28.3%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	18	16	6	3	−165K	−3.2%
Index fund managers	2	8	0	0	−214K	−3.2%
Other institutions	73	56	25	10	−17K	−0.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on Amalgamated Financial.

Only managers that filed a holdings report for both quarters are compared (203 here). 9 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

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