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Federated Hermes

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71%86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K
Name Holding Trade Value Shares
Change
Change in
Stake
LIA
226
LS Investment Advisors
Michigan
$216K -$3.12K -111 -2%
SCM
227
Shelton Capital Management
Colorado
$210K
PNC
228
Park National Corp
Ohio
$207K +$196K +6,967 New
HNB
229
Huntington National Bank
Ohio
$196K
AG
230
Advisor Group
Arizona
$187K -$899 -32 -0.5%
ASN
231
Advisory Services Network
Georgia
$177K
GHCM
232
Glen Harbor Capital Management
California
$167K +$26.1K +928 +20%
SNT
233
Security National Trust
West Virginia
$162K
FBT
234
First Bank & Trust
South Dakota
$140K +$10.4K +371 +9%
Zurich Cantonal Bank
235
Zurich Cantonal Bank
Switzerland
$133K
TCOV
236
Trust Company of Vermont
Vermont
$126K -$26.6K -945 -18%
Bessemer Group
237
Bessemer Group
New Jersey
$126K +$119K +4,250 New
GT
238
Glenmede Trust
Pennsylvania
$117K -$6.01K -214 -5%
US Bancorp
239
US Bancorp
Minnesota
$106K
WAM
240
Wealthspire Advisors (Maryland)
Maryland
$92K -$3.74K -133 -4%
Public Employees Retirement Association of Colorado
241
Public Employees Retirement Association of Colorado
Colorado
$89K
Northwestern Mutual Wealth Management
242
Northwestern Mutual Wealth Management
Wisconsin
$66K -$3.6K -128 -5%
FHA
243
First Horizon Advisors
Tennessee
$61K +$393 +14 +0.7%
Fuller & Thaler Asset Management
244
Fuller & Thaler Asset Management
California
$53K -$19.7K -700 -28%
FANJ
245
Financial Architects (New Jersey)
New Jersey
$48K
BTIS
246
BB&T Investment Services
North Carolina
$45K
CTC
247
Central Trust Company
Missouri
$37K
PCM
248
Penserra Capital Management
California
$36K -$5.48K -195 -14%
IA
249
IFP Advisors
Florida
$36K -$5.31K -189 -14%
Barrow, Hanley, Mewhinney & Strauss
250
Barrow, Hanley, Mewhinney & Strauss
Texas
$26K

FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.