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Federated Hermes

258 hedge funds and large institutions have $2.32B invested in Federated Hermes in 2022 Q2 according to their latest regulatory filings, with 33 funds opening new positions, 70 increasing their positions, 121 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $763K

33% more funds holding in top 10

Funds holding in top 10: 34 (+1)

14% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 29

1% less funds holding

Funds holding: 261258 (-3)

3.44% less ownership

Funds ownership: 82.96%79.53% (-3.4%)

11% less capital invested

Capital invested by funds: $2.59B → $2.32B (-$274M)

42% less repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 121

Holders
258
Holders Change
-3
Holders Change %
-1.15%
% of All Funds
4.35%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.07%
New
33
Increased
70
Reduced
121
Closed
29
Calls
$1.06M
Puts
$763K
Net Calls
+$302K
Net Calls Change
-$3.79M
Name Holding Trade Value Shares
Change
Change in
Stake
CTC
226
Central Trust Company
Missouri
$12K
KFS
227
Kelly Financial Services
Massachusetts
$10.2K
ZB
228
Zions Bancorporation
Utah
$7K -$2.47K -78 -27%
WWP
229
WR Wealth Planners
Missouri
$6.45K
HNB
230
Huntington National Bank
Ohio
$6K +$158 +5 +3%
CIM
231
Contravisory Investment Management
Massachusetts
$5K
ZIG
232
Zullo Investment Group
Pennsylvania
$5K
OIA
233
Optimum Investment Advisors
Illinois
$5K +$63 +2 +1%
HI
234
Harbour Investments
Wisconsin
$5K +$5.13K +162 New
FPS
235
Fieldpoint Private Securities
Connecticut
$4K -$347K -10,958 -99%
MHR
236
Matthew Hamilton Rosenberg
$4K
QCG
237
Quadrant Capital Group
Ohio
$4K
FHA
238
First Horizon Advisors
Tennessee
$4K +$95 +3 +2%
TWA
239
TCI Wealth Advisors
Arizona
$3K -$4.31K -136 -56%
PPWM
240
PFG Private Wealth Management
Florida
$3K
SPIA
241
Steward Partners Investment Advisory
New York
$3K
WAS
242
Winch Advisory Services
Wisconsin
$3K
HCP
243
Hexagon Capital Partners
Arkansas
$3K +$2.5K +79 +527%
MAM
244
Meeder Asset Management
Ohio
$3K +$3.07K +97 New
MPWT
245
MassMutual Private Wealth & Trust
Connecticut
$3K +$3.39K +107 New
ACM
246
AUA Capital Management
Pennsylvania
$2K -$444 -14 -17%
STCOSD
247
Sageworth Trust Company of South Dakota
South Dakota
$2K
SC
248
Schubert & Co
Texas
$2K +$1.01K +32 +152%
JWA
249
JFS Wealth Advisors
Pennsylvania
$1K -$1.11K -35 -46%
GWS
250
Glassman Wealth Services
Virginia
$1K

FHI Hedge Fund Activity: Q2 2022 in Review

258 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2022, worth a combined $2.32B — down 11% from $2.59B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new FHI positions and 29 closed out — a net gain of 4 holders — while 70 added to existing stakes and 121 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $45.3M. The largest seller was Ruffer LLP, cutting an estimated $49.8M.

  • 258 institutional investors held Federated Hermes (FHI) as of Q2 2022, down from 261 in Q1 2022.
  • Funds reported $2.32B of Federated Hermes stock for Q2 2022, down 11% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q2 2022 and 29 closed out, a net change of +4 holders.
  • The largest Federated Hermes buyer in Q2 2022 was Citadel Advisors, an estimated $45.3M added.
  • The largest Federated Hermes seller in Q2 2022 was Ruffer LLP, an estimated $49.8M sold.

Based on aggregated 13F filings for Q2 2022.