Federated Hermes
244 hedge funds and large institutions have $2.54B invested in Federated Hermes in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 17 closing their positions.
389% more call options, than puts
Call options by funds: $4.04M | Put options by funds: $825K
41% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 17
19% more repeat investments, than reductions
Existing positions increased: 93 | Existing positions reduced: 78
2% more funds holding
Funds holding: 239 → 244 (+5)
0% more funds holding in top 10
Funds holding in top 10: 5 → 5 (0)
0.94% less ownership
Funds ownership: 83.41% → 82.47% (-0.94%)
6% less capital invested
Capital invested by funds: $2.71B → $2.54B (-$174M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$10.4M |
| 2 |
FG
FSI Group
Cincinnati,
Ohio
|
+$5.99M |
| 3 |
Canada Life
Winnipeg,
Manitoba, Canada
|
+$5.93M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$5.54M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$41.1M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$25.1M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$22.2M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
-$5.71M |
| 5 |
Fidelity Investments
Boston,
Massachusetts
|
-$4.5M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
SBH
251
Segall Bryant & Hamill
Chicago,
Illinois
| – | -$232K | -7,500 | Closed |
|
|
CIA
252
Choate Investment Advisors
Boston,
Massachusetts
| – | -$211K | -6,840 | Closed |
|
253
Capital Fund Management (CFM)
Paris,
France
| – | -$207K | -6,700 | Closed |
|
254
Fuller & Thaler Asset Management
San Mateo,
California
| – | -$114K | -3,700 | Closed |
|
|
BRWA
255
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$80.2K | -2,595 | Closed |
|
|
MAM
256
Mizuho Asset Management
Tokyo,
Japan
| – | -$59K | -1,900 | Closed |
|
|
IPC
257
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$57K | -1,830 | Closed |
|
|
HI
258
Hudock Inc
Williamsport,
Pennsylvania
| – | -$1K | -34 | Closed |
|
259
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | +$6.59K | +220 | New |
|
FHI Hedge Fund Activity: Q3 2014 in Review
244 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2014, worth a combined $2.54B — down 6.4% from $2.71B a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new FHI positions and 17 closed out — a net gain of 7 holders — while 93 added to existing stakes and 78 trimmed.
The largest buyer was Managed Account Advisors, adding an estimated $10.4M. The largest seller was Royce & Associates, cutting an estimated $41.1M.
- 244 institutional investors held Federated Hermes (FHI) as of Q3 2014, up from 239 in Q2 2014.
- Funds reported $2.54B of Federated Hermes stock for Q3 2014, down 6.4% quarter-over-quarter.
- 24 funds opened new Federated Hermes positions in Q3 2014 and 17 closed out, a net change of +7 holders.
- The largest Federated Hermes buyer in Q3 2014 was Managed Account Advisors, an estimated $10.4M added.
- The largest Federated Hermes seller in Q3 2014 was Royce & Associates, an estimated $41.1M sold.
Based on aggregated 13F filings for Q3 2014.