The coordinated buying by three large passive managers — especially UBS's near-tripling of shares — suggests growing institutional recognition or index-related inclusion. Traders should monitor for follow-on volume and potential float scarcity, especially given AMAL's $1.2B market cap where $6.4M in net buying is relatively significant.
Executive Summary
Three major passive institutional investors — Wells Fargo, Schwab, and UBS — significantly increased their positions in Amalgamated Financial Corp. (AMAL) during Q4 2024, collectively adding $6.4 million in new holdings with no institutional selling observed. UBS notably doubled its position, increasing exposure by nearly 300%, signaling strong accumulation despite AMAL's small market cap of $1.2B.
Key Financial Metrics
Institutional Positions
Net institutional flow: $6.4M
▲ Buyers (3)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| Wells Fargo | ADD | +27.9% | $352.0K | $94.0K |
| Schwab | ADD | +49.7% | $8.1M | $3.0M |
| UBS | DOUBLED | +295.9% | $4.3M | $3.3M |
Key Facts
- 3 major passive institutions added $6.4M in net new positions in AMAL during Q4 2024.
- UBS doubled its stake, increasing shares from 32.5K to 128.7K and value from $1.0M to $4.3M (+$3.3M).
- Schwab increased holdings by 49.7%, adding $3.0M in value, now holding $8.1M in AMAL.
- Wells Fargo added $94K in value, increasing its position by 27.9%.
- No institutional selling was reported — 0 sellers in the cluster.
Financial Impact
Institutions accumulated $6.4M in net new positions, representing a 100% net increase in tracked institutional ownership value during Q4.
Risk Factors
- All buyers are passive/mega-passive institutions, which may indicate index rebalancing rather than active conviction.
- Recent insider selling ($102K in 30 days) contrasts with institutional buying, suggesting potential divergence in sentiment between insiders and institutions.
Market Snapshot
Investment Themes
Documents Analyzed
This report is based on 1 institutional 13F filing from SEC EDGAR.
| Document | Accession Number |
|---|---|
| INST-CLUSTER Data (Synthetic) | inst-cluster-AMAL-2024-Q4 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 5d ago | 8-K | $50.31 | awaiting T+20 | — | — |
Oct 20, 2026 7d ago | 8-K | $47.82 | awaiting T+20 | — | — |
Sep 17, 2026 5w ago | Insider Cluster | $47.40 $47.13 | ▲ +0.57% | ▲ +0.77% | — |
Sep 15, 2026 6w ago | Insider Cluster | $46.62 $46.52 | ▲ +0.21% | ▲ +2.28% | — |
Sep 11, 2026 6w ago | Insider Cluster | $47.78 $46.88 | ▼ −1.88% | ▼ −4.15% | — |
Sep 11, 2026 6w ago | Insider Cluster | $47.78 $46.88 | ▲ +1.88% | ▲ +4.15% | — |
Sep 10, 2026 6w ago | Insider Cluster | $47.87 $46.58 | ▲ +2.69% | ▲ +4.56% | — |
Sep 8, 2026 7w ago | Insider Cluster | $47.83 $46.63 | ▲ +2.51% | ▲ +4.45% | — |
Sep 2, 2026 7w ago | Insider Cluster | $49.04 $48.19 | ▼ −1.73% | ▼ −0.55% | — |
Sep 2, 2026 7w ago | Insider Cluster | $49.04 $48.19 | ▼ −1.73% | ▼ −0.55% | — |
US Market Status
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