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Federated Hermes

261 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $5M | Put options by funds: $902K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3% more ownership

Funds ownership: 79.97%82.96% (+3%)

0% more funds holding

Funds holding: 261261 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

11% less capital invested

Capital invested by funds: $2.91B → $2.59B (-$311M)

Holders
261
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
90
Reduced
98
Closed
29
Calls
$5M
Puts
$902K
Net Calls
+$4.1M
Net Calls Change
+$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$17K +$4.18K +123 +473%
PA
227
Parallel Advisors
California
$15K +$3.78K +111 +35%
GRP
228
Global Retirement Partners
California
$15K +$15.3K +450 New
AF
229
Allworth Financial
California
$13K -$12.8K -375 -49%
CTC
230
Central Trust Company
Missouri
$13K +$12.6K +370 New
KFS
231
Kelly Financial Services
Massachusetts
$10.9K
ZB
232
Zions Bancorporation
Utah
$10K +$10K +294 New
TWA
233
TCI Wealth Advisors
Arizona
$8K -$2.08K -61 -20%
WWP
234
WR Wealth Planners
Missouri
$6.91K +$6.91K +203 New
ZIG
235
Zullo Investment Group
Pennsylvania
$6K
HNB
236
Huntington National Bank
Ohio
$6K +$170 +5 +3%
MHR
237
Matthew Hamilton Rosenberg
$5K
OIA
238
Optimum Investment Advisors
Illinois
$5K +$5.14K +151 New
CIM
239
Contravisory Investment Management
Massachusetts
$5K +$5.24K +154 New
FHA
240
First Horizon Advisors
Tennessee
$4K -$102 -3 -2%
PPWM
241
PFG Private Wealth Management
Florida
$4K
QCG
242
Quadrant Capital Group
Ohio
$4K
ACM
243
AUA Capital Management
Pennsylvania
$3K
SPIA
244
Steward Partners Investment Advisory
New York
$3K
WAS
245
Winch Advisory Services
Wisconsin
$3K
JWA
246
JFS Wealth Advisors
Pennsylvania
$3K +$1.4K +41 +117%
STCOSD
247
Sageworth Trust Company of South Dakota
South Dakota
$2K -$11.2K -330 -82%
CWP
248
Concord Wealth Partners
Virginia
$2K
MCM
249
Manchester Capital Management
Vermont
$2K
CI
250
Cordant Inc
Oregon
$2K +$1.6K +47 New

FHI Hedge Fund Activity: Q1 2022 in Review

261 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2022, worth a combined $2.59B — down 11% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was Invesco, adding an estimated $23.5M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $28.4M sold.

  • 261 institutional investors held Federated Hermes (FHI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $2.59B of Federated Hermes stock for Q1 2022, down 11% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q1 2022 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q1 2022 was Invesco, an estimated $23.5M added.
  • The largest Federated Hermes seller in Q1 2022 was Basswood Capital Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2022.