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Federated Hermes

288 hedge funds and large institutions have $2.83B invested in Federated Hermes in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.14M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $2.47B → $2.83B (+$359M)

1% more funds holding

Funds holding: 286288 (+2)

0.49% less ownership

Funds ownership: 84.67%84.18% (-0.49%)

24% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 114

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
37
Increased
87
Reduced
114
Closed
28
Calls
$1.8M
Puts
$1.14M
Net Calls
+$660K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
SCM
226
Shelton Capital Management
Colorado
$211K +$199K +6,288 +3,023%
NA
227
Navellier & Associates
Nevada
$211K +$205K +6,480 New
RJFSA
228
Raymond James Financial Services Advisors
Florida
$209K -$18.2K -575 -8%
GIM
229
Greenwich Investment Management
Connecticut
$205K -$27.6K -875 -12%
SB
230
Suntrust Banks
Georgia
$203K +$197K +6,242 New
EMG
231
ETF Managers Group
New Jersey
$200K +$195K +6,186 New
LTFS
232
Ladenburg Thalmann Financial Services
Florida
$184K -$133K -4,203 -43%
AG
233
Advisor Group
Arizona
$172K -$17.7K -561 -10%
LIA
234
LS Investment Advisors
Michigan
$155K -$9.09K -288 -6%
SNT
235
Security National Trust
West Virginia
$146K
HNB
236
Huntington National Bank
Ohio
$112K
PHK
237
Point72 Hong Kong
Hong Kong
$97K +$63.2K +2,001 +206%
RCAG
238
Rehmann Capital Advisory Group
Michigan
$95.2K
PA
239
Parallel Advisors
California
$87K -$2.62K -83 -3%
ESB
240
Essex Savings Bank
Connecticut
$84K +$41K +1,300 +100%
TRCT
241
Tower Research Capital (TRC)
New York
$83K +$20.9K +662 +35%
S
242
SignatureFD
Georgia
$76K -$3.41K -108 -4%
US Bancorp
243
US Bancorp
Minnesota
$70K +$7.64K +242 +12%
Fidelity Investments
244
Fidelity Investments
Massachusetts
$66K -$6.98K -221 -10%
QCG
245
Quadrant Capital Group
Ohio
$54K
CG
246
Cutler Group
California
$42K +$34.7K +1,100 +550%
CAPTRUST Financial Advisors
247
CAPTRUST Financial Advisors
North Carolina
$29K -$25.8K -816 -48%
BWM
248
Baystate Wealth Management
Massachusetts
$26K +$189 +6 +0.8%
Walleye Capital
249
Walleye Capital
New York
$24K -$221K -7,006 -90%
Fuller & Thaler Asset Management
250
Fuller & Thaler Asset Management
California
$22K

FHI Hedge Fund Activity: Q2 2019 in Review

288 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2019, worth a combined $2.83B — up 15% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FHI positions and 28 closed out — a net gain of 9 holders — while 87 added to existing stakes and 114 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $38.8M. The largest seller was Anchor Capital Advisors, cutting an estimated $18.1M.

  • 288 institutional investors held Federated Hermes (FHI) as of Q2 2019, up from 286 in Q1 2019.
  • Funds reported $2.83B of Federated Hermes stock for Q2 2019, up 15% quarter-over-quarter.
  • 37 funds opened new Federated Hermes positions in Q2 2019 and 28 closed out, a net change of +9 holders.
  • The largest Federated Hermes buyer in Q2 2019 was Citadel Advisors, an estimated $38.8M added.
  • The largest Federated Hermes seller in Q2 2019 was Anchor Capital Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2019.