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Federated Hermes

251 hedge funds and large institutions have $2.8B invested in Federated Hermes in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.25M

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $2.75B → $2.8B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 253251 (-2)

1.09% less ownership

Funds ownership: 80.04%78.95% (-1.1%)

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
21
Increased
104
Reduced
81
Closed
19
Calls
$3.95M
Puts
$1.25M
Net Calls
+$2.71M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
TFA
226
Transamerica Financial Advisors
Florida
$50K
LNB
227
Ledyard National Bank
$46K
AW
228
Alpha Windward
Massachusetts
$35K
WRM
229
Westport Resources Management
Connecticut
$34K
ECM
230
Estabrook Capital Management
New York
$25.4K
ONB
231
Old National Bancorp
Indiana
$25K +$24.2K +728 New
BAM
232
Bruderman Asset Management
New York
$25K +$24.9K +750 New
RIM
233
Ranger International Management
Illinois
$23K -$27.1M -817,925 -100%
FHA
234
First Horizon Advisors
Tennessee
$17K
FMII
235
Farmers & Merchants Investments Inc
Nebraska
$16K +$830 +25 +5%
HR
236
Howe & Rusling
New York
$12K -$631 -19 -5%
Zurich Cantonal Bank
237
Zurich Cantonal Bank
Switzerland
$11K +$10.5K +315 New
Acadian Asset Management
238
Acadian Asset Management
Massachusetts
$10K -$100 -3 -1%
NFG
239
Next Financial Group
Texas
$10K
Northwestern Mutual Wealth Management
240
Northwestern Mutual Wealth Management
Wisconsin
$7K
Manulife (Manufacturers Life Insurance)
241
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$4.18K +$53.6K +1,615 +1%
WCBA
242
Weaver C. Barksdale & Associates
Tennessee
$4K
ICM
243
ICC Capital Management
Florida
$4K +$996 +30 +30%
GAM
244
Gemmer Asset Management
California
$4K +$2.19K +66 +122%
CTC
245
Central Trust Company
Missouri
$3K
W
246
Wealthfront
California
$2K +$1.79K +54 +5,400%
MFS
247
MSI Financial Services
Massachusetts
$2K +$2.19K +66 New
TFO
248
Tarbox Family Office
California
$1K
ACS
249
Archford Capital Strategies
Illinois
$576
BCM
250
BlueMar Capital Management
Florida
-$5.01M -152,200 Closed

FHI Hedge Fund Activity: Q1 2015 in Review

251 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2015, worth a combined $2.8B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FHI positions and 19 closed out — a net gain of 2 holders — while 104 added to existing stakes and 81 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $26.9M. The largest seller was Boston Partners, cutting an estimated $54.4M.

  • 251 institutional investors held Federated Hermes (FHI) as of Q1 2015, down from 253 in Q4 2014.
  • Funds reported $2.8B of Federated Hermes stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 21 funds opened new Federated Hermes positions in Q1 2015 and 19 closed out, a net change of +2 holders.
  • The largest Federated Hermes buyer in Q1 2015 was Managed Account Advisors, an estimated $26.9M added.
  • The largest Federated Hermes seller in Q1 2015 was Boston Partners, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2015.