While the Q3 2024 cluster shows strong net buying, the 13F reporting lag means these positions were established 6+ months ago. Monitor upcoming AMAL earnings and insider activity for confirmation. The heavy passive participation (Schwab, Invesco) may partly reflect index rebalancing, but the quant additions from Citadel and Point72 add an informed component.
Executive Summary
Institutional activity in AMAL shows a strong net buying cluster from Q3 2024, with 6 buyers adding $8.8M in new positions while only 1 seller trimmed $657K. The buying is led by mega-passive index funds (Schwab, Invesco) and quant funds (Citadel, Point72), suggesting a shared positive view on the regional bank.
Key Financial Metrics
Institutional Positions
Net institutional flow: $8.1M
▲ Buyers (6)
| Institution | Action | Change | Position Value | Value Δ |
|---|---|---|---|---|
| T. Rowe Price | ADD | +54% | $2.0K | $1.0K |
| Schwab | DOUBLED | +219.7% | $5.1M | $3.7M |
| Invesco | DOUBLED | +281.1% | $4.6M | $3.5M |
| Point72 | ADD | +82.6% | $669.0K | $349.0K |
| Citadel | DOUBLED | +219.4% | $1.2M | $875.0K |
| Legal & General Group | ADD | +89.2% | $594.0K | $320.0K |
▼ Sellers (1)
| Institution | Action | Change | Prev Value | Value Δ |
|---|---|---|---|---|
| D.E. Shaw | TRIM | -33.6% | $2.8M | -$656.5K |
Key Facts
- 6 institutional buyers vs 1 seller in Q3 2024
- Net institutional inflow of ~$8.14M (buyers added $8.8M, seller trimmed $657K)
- Schwab doubled stake to $5.1M (+$3.7M), Invesco doubled to $4.6M (+$3.5M)
- Citadel doubled to $1.2M (+$875K), Point72 added 83% to $669K
- T. Rowe Price added 54% (tiny $2K position), Legal & General added 89% to $594K
- D.E. Shaw trimmed 34% of its position, selling $657K worth
Financial Impact
Net institutional inflow of approximately $8.14M into AMAL during Q3 2024, with total buyer current holdings of $12.2M.
Risk Factors
- 13F data is from Q3 2024, positions may have been unwound since
- Buying dominated by passive/index funds, reducing signal quality
- Regional banking sector remains exposed to interest rate and credit risk
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-Q3 |
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
Oct 22, 2026 4d ago | 8-K | $50.31 | awaiting T+20 | — | — |
Oct 20, 2026 6d 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 5w 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 6w 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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