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Federated Hermes

284 hedge funds and large institutions have $2.26B invested in Federated Hermes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $530K

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

13% more funds holding

Funds holding: 252284 (+32)

4% less capital invested

Capital invested by funds: $2.36B → $2.26B (-$100M)

2.19% less ownership

Funds ownership: 78.1%75.9% (-2.2%)

Holders
284
Holders Change
+32
Holders Change %
+12.7%
% of All Funds
7.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
58
Increased
102
Reduced
84
Closed
23
Calls
$4.28M
Puts
$530K
Net Calls
+$3.75M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
HAIM
226
Hunter Associates Investment Management
Pennsylvania
$210K
SFP
227
Santa Fe Partners
New Mexico
$208K +$219K +7,255 New
MIC
228
MU Investments Company
Japan
$197K -$36.2K -1,200 -15%
BNP Paribas Financial Markets
229
BNP Paribas Financial Markets
France
$186K +$196K +6,502 New
LTFS
230
Ladenburg Thalmann Financial Services
Florida
$178K +$85.5K +2,834 +83%
Loomis, Sayles & Company
231
Loomis, Sayles & Company
Massachusetts
$175K
SOADOR
232
State of Alaska Department of Revenue
Alaska
$161K +$77.3K +2,560 +83%
SNT
233
Security National Trust
West Virginia
$160K
SEC
234
Seven Eight Capital
New York
$103K +$109K +3,600 New
VFA
235
Virtus Fund Advisers
Connecticut
$96K
LIA
236
LS Investment Advisors
Michigan
$88K
Public Employees Retirement Association of Colorado
237
Public Employees Retirement Association of Colorado
Colorado
$86K +$785 +26 +0.9%
WTB
238
Washington Trust Bank
Washington
$83K -$151K -5,000 -63%
AAM
239
Advisors Asset Management
Colorado
$72K -$3.02K -100 -4%
TG
240
TLP Group
Illinois
$63K +$66.1K +2,189 New
TRCT
241
Tower Research Capital (TRC)
New York
$61K +$55.4K +1,837 +612%
LWM
242
Lenox Wealth Management
Ohio
$46K +$48.5K +1,608 New
MFS
243
MSI Financial Services
Massachusetts
$45K +$46.9K +1,553 New
TFA
244
Transamerica Financial Advisors
Florida
$42K
Fuller & Thaler Asset Management
245
Fuller & Thaler Asset Management
California
$40K -$36.2K -1,200 -46%
CTC
246
Central Trust Company
Missouri
$39K
LNB
247
Ledyard National Bank
$39K
IPC
248
Independent Portfolio Consultants
Florida
$37K -$978K -32,415 -96%
Creative Planning
249
Creative Planning
Kansas
$35K +$4.53K +150 +14%
AW
250
Alpha Windward
Massachusetts
$32K +$3.32K +110 +11%

FHI Hedge Fund Activity: Q4 2015 in Review

284 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2015, worth a combined $2.26B — down 4.2% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FHI positions and 23 closed out — a net gain of 35 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $72.4M. The largest seller was Bank of America, cutting an estimated $201M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q4 2015, up from 252 in Q3 2015.
  • Funds reported $2.26B of Federated Hermes stock for Q4 2015, down 4.2% quarter-over-quarter.
  • 58 funds opened new Federated Hermes positions in Q4 2015 and 23 closed out, a net change of +35 holders.
  • The largest Federated Hermes buyer in Q4 2015 was Bank of New York Mellon, an estimated $72.4M added.
  • The largest Federated Hermes seller in Q4 2015 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.