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Federated Hermes

286 hedge funds and large institutions have $2.47B invested in Federated Hermes in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 101 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $653K

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $2.22B → $2.47B (+$256M)

1% more funds holding

Funds holding: 284286 (+2)

1% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 101

1.45% less ownership

Funds ownership: 86.12%84.67% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
286
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
48
Increased
100
Reduced
101
Closed
41
Calls
$3.51M
Puts
$653K
Net Calls
+$2.86M
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
Zurich Cantonal Bank
226
Zurich Cantonal Bank
Switzerland
$162K -$36.8K -1,326 -19%
LIA
227
LS Investment Advisors
Michigan
$148K -$4.14K -149 -3%
BAM
228
Bruderman Asset Management
New York
$133K +$10.7K +384 +9%
SNT
229
Security National Trust
West Virginia
$132K +$5.55K +200 +5%
Public Employees Retirement Association of Colorado
230
Public Employees Retirement Association of Colorado
Colorado
$119K
HNB
231
Huntington National Bank
Ohio
$101K -$16.9K -607 -15%
RCAG
232
Rehmann Capital Advisory Group
Michigan
$85.9K -$4.67K -168 -5%
PA
233
Parallel Advisors
California
$81K +$25.3K +910 +49%
S
234
SignatureFD
Georgia
$71K +$32.5K +1,170 +92%
Fidelity Investments
235
Fidelity Investments
Massachusetts
$66K +$18.1K +653 +40%
BBNA
236
Bremer Bank National Association
Minnesota
$61K +$55.5K +1,998 New
US Bancorp
237
US Bancorp
Minnesota
$57K +$13.7K +495 +34%
TRCT
238
Tower Research Capital (TRC)
New York
$56K -$2.33K -84 -4%
HFM
239
Harvest Fund Management
China
$53K
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$50K +$47.4K +1,707 New
QCG
241
Quadrant Capital Group
Ohio
$49K +$45.4K +1,633 +2,367%
TAIM
242
TD Ameritrade Investment Management
Nebraska
$41K +$36K +1,296 +1,108%
ESB
243
Essex Savings Bank
Connecticut
$38K
IA
244
IFP Advisors
Florida
$35K -$56.9K -2,050 -63%
Group One Trading
245
Group One Trading
Illinois
$31K -$68K -2,448 -70%
Rockefeller Capital Management
246
Rockefeller Capital Management
New York
$31K +$29K +1,044 New
PHK
247
Point72 Hong Kong
Hong Kong
$29K +$27K +973 New
BWM
248
Baystate Wealth Management
Massachusetts
$26K +$222 +8 +1%
MA
249
MUFG Americas
New York
$26K +$18.8K +676 +305%
Fuller & Thaler Asset Management
250
Fuller & Thaler Asset Management
California
$20K

FHI Hedge Fund Activity: Q1 2019 in Review

286 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2019, worth a combined $2.47B — up 12% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FHI positions and 41 closed out — a net gain of 7 holders — while 100 added to existing stakes and 101 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $29.8M. The largest seller was AQR Capital Management, cutting an estimated $18M.

  • 286 institutional investors held Federated Hermes (FHI) as of Q1 2019, up from 284 in Q4 2018.
  • Funds reported $2.47B of Federated Hermes stock for Q1 2019, up 12% quarter-over-quarter.
  • 48 funds opened new Federated Hermes positions in Q1 2019 and 41 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q1 2019 was Arrowstreet Capital, an estimated $29.8M added.
  • The largest Federated Hermes seller in Q1 2019 was AQR Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2019.