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Federated Hermes

310 hedge funds and large institutions have $2.11B invested in Federated Hermes in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $783K

14% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 109

0.37% more ownership

Funds ownership: 76.07%76.45% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 316310 (-6)

9% less capital invested

Capital invested by funds: $2.32B → $2.11B (-$206M)

Holders
310
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
124
Reduced
109
Closed
37
Calls
$1.06M
Puts
$783K
Net Calls
+$278K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
VIA
226
Virtus Investment Advisers
Connecticut
$199K -$49.8K -1,485 -20%
BTI
227
Blue Trust Inc
Georgia
$189K +$47.1K +1,405 +37%
SOW
228
State of Wyoming
Wyoming
$162K +$44.6K +1,328 +37%
CFB
229
Cullen/Frost Bankers
Texas
$141K
CIA
230
Cape Investment Advisory
Georgia
$140K -$32.9K -982 -19%
PA
231
Parallel Advisors
California
$138K +$51.4K +1,532 +58%
S
232
SignatureFD
Georgia
$131K +$60K +1,789 +81%
DekaBank Deutsche Girozentrale
233
DekaBank Deutsche Girozentrale
Germany
$120K +$124K +3,693 New
Acadian Asset Management
234
Acadian Asset Management
Massachusetts
$111K +$21.6K +643 +23%
Osaic Holdings
235
Osaic Holdings
Arizona
$111K -$136K -4,063 -55%
NC
236
nVerses Capital
Florida
$105K +$107K +3,200 New
TPCW
237
TD Private Client Wealth
New York
$102K +$12.6K +375 +14%
Northwestern Mutual Wealth Management
238
Northwestern Mutual Wealth Management
Wisconsin
$78K -$1.07K -32 -1%
TCPG
239
Trivant Custom Portfolio Group
California
$69K
Asset Management One
240
Asset Management One
Japan
$66.7K +$68K +2,028 New
HT
241
Headlands Technologies
Illinois
$64K +$37.5K +1,117 +135%
Simplex Trading
242
Simplex Trading
Illinois
$62K +$63.6K +1,896 New
KBC Group
243
KBC Group
Belgium
$59K
CSB
244
City State Bank
Iowa
$54K -$1.04K -31 -2%
WTC
245
WhitTier Trust Company
Nevada
$51K
UB
246
UMB Bank
Missouri
$47.2K +$9.93K +296 +26%
Carson Wealth (CWM LLC)
247
Carson Wealth (CWM LLC)
Nebraska
$47K +$44K +1,311 +986%
MG
248
Mather Group
Illinois
$47K +$43.6K +1,300 New
HCP
249
Hexagon Capital Partners
Arkansas
$45.1K +$503 +15 +1%
VFA
250
Virtus Fund Advisers
Connecticut
$38.3K -$7.65K -228 -16%

FHI Hedge Fund Activity: Q2 2024 in Review

310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2024, worth a combined $2.11B — down 8.9% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FHI and 35 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 310 institutional investors held Federated Hermes (FHI) as of Q2 2024, down from 316 in Q1 2024.
  • Funds reported $2.11B of Federated Hermes stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 35 funds opened new Federated Hermes positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q2 2024 was AQR Capital Management, an estimated $42.3M added.
  • The largest Federated Hermes seller in Q2 2024 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2024.