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Federated Hermes

251 hedge funds and large institutions have $2.8B invested in Federated Hermes in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.25M

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $2.75B → $2.8B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 253251 (-2)

1.09% less ownership

Funds ownership: 80.04%78.95% (-1.1%)

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
21
Increased
104
Reduced
81
Closed
19
Calls
$3.95M
Puts
$1.25M
Net Calls
+$2.71M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
BACM
251
Blue Arrow Capital Management
New York
-$3.62M -110,000 Closed
CANY
252
Caxton Associates (New York)
New York
-$1.65M -50,000 Closed
AIU
253
Algebris Investments (UK)
United Kingdom
-$1.56M -47,314 Closed
TBC
254
Tweedy, Browne Co
Connecticut
-$853K -25,906 Closed
CSS
255
Cubist Systematic Strategies
Connecticut
-$619K -18,795 Closed
CCMH
256
Cornerstone Capital Management Holdings
New York
-$441K -13,380 Closed
WG
257
Winton Group
United Kingdom
-$429K -13,034 Closed
YMRC
258
Yorktown Management & Research Company
Virginia
-$329K -10,000 Closed
IMOV
259
Investment Management of Virginia
Virginia
-$211K -6,400 Closed
PHK
260
Point72 Hong Kong
Hong Kong
-$111K -3,373 Closed
Walleye Trading
261
Walleye Trading
New York
-$60.8K -1,831 Closed
Simplex Trading
262
Simplex Trading
Illinois
-$59.9K -1,806 Closed
TRCT
263
Tower Research Capital (TRC)
New York
-$14K -413 Closed
CFS
264
Commonwealth Financial Services
West Virginia
-$12K -360 Closed
MCM
265
Manchester Capital Management
Vermont
-$2.52K -76 -76%
BRWM
266
B. Riley Wealth Management
Tennessee
-$1K -49 Closed
ASN
267
Advisory Services Network
Georgia
-$1K -48 Closed
Envestnet Asset Management
268
Envestnet Asset Management
Illinois
-$2K -46 Closed
IWMPD
269
Integrated Wealth Management (Palm Desert)
California
+$863 +26 New

FHI Hedge Fund Activity: Q1 2015 in Review

251 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2015, worth a combined $2.8B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FHI positions and 19 closed out — a net gain of 2 holders — while 104 added to existing stakes and 81 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $26.9M. The largest seller was Boston Partners, cutting an estimated $54.4M.

  • 251 institutional investors held Federated Hermes (FHI) as of Q1 2015, down from 253 in Q4 2014.
  • Funds reported $2.8B of Federated Hermes stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 21 funds opened new Federated Hermes positions in Q1 2015 and 19 closed out, a net change of +2 holders.
  • The largest Federated Hermes buyer in Q1 2015 was Managed Account Advisors, an estimated $26.9M added.
  • The largest Federated Hermes seller in Q1 2015 was Boston Partners, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2015.