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Federated Hermes

284 hedge funds and large institutions have $2.26B invested in Federated Hermes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $530K

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

13% more funds holding

Funds holding: 252284 (+32)

4% less capital invested

Capital invested by funds: $2.36B → $2.26B (-$100M)

2.19% less ownership

Funds ownership: 78.1%75.9% (-2.2%)

Holders
284
Holders Change
+32
Holders Change %
+12.7%
% of All Funds
7.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
58
Increased
102
Reduced
84
Closed
23
Calls
$4.28M
Puts
$530K
Net Calls
+$3.75M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Simplex Trading
251
Simplex Trading
Illinois
$32K +$33.9K +1,123 +12,478%
WAM
252
Wealthspire Advisors (Maryland)
Maryland
$31K +$32.4K +1,072 New
IA
253
IFP Advisors
Florida
$28K +$29.1K +963 New
SEI Investments
254
SEI Investments
Pennsylvania
$27K +$8.24K +273 +40%
ECM
255
Estabrook Capital Management
New York
$21.5K
BAM
256
Bruderman Asset Management
New York
$21K
PMFA
257
Plante Moran Financial Advisors
Michigan
$21K +$22.3K +740 New
TWA
258
TCI Wealth Advisors
Arizona
$19K
FMII
259
Farmers & Merchants Investments Inc
Nebraska
$14K
FHA
260
First Horizon Advisors
Tennessee
$14K
PHK
261
Point72 Hong Kong
Hong Kong
$9K +$9.05K +300 New
NFG
262
Next Financial Group
Texas
$8K
Northwestern Mutual Wealth Management
263
Northwestern Mutual Wealth Management
Wisconsin
$7K +$1.09K +36 +16%
SIG
264
Stanford Investment Group
California
$7K +$6.97K +231 New
EWM
265
Evercore Wealth Management
New York
$7K +$7.54K +250 New
HR
266
Howe & Rusling
New York
$6K -$4.29K -142 -40%
CF
267
CenterStar Fund
Illinois
$6K
CB
268
Community Bank
New York
$6K +$6.04K +200 New
DBT
269
Dubuque Bank & Trust
Iowa
$6K +$6.73K +223 New
TC
270
Trust Company
Kansas
$5.73K -$11.5K -380 -66%
WA
271
WealthTrust-Arizona
Arizona
$5K -$634 -21 -11%
PSUF
272
People's United Financial
Connecticut
$5K
AWMS
273
Advocacy Wealth Management Services
Georgia
$5K +$4.95K +164 New
WCBA
274
Weaver C. Barksdale & Associates
Tennessee
$4K +$151 +5 +4%
Manulife (Manufacturers Life Insurance)
275
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.54K -$25K -827 -0.7%

FHI Hedge Fund Activity: Q4 2015 in Review

284 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2015, worth a combined $2.26B — down 4.2% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FHI positions and 23 closed out — a net gain of 35 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $72.4M. The largest seller was Bank of America, cutting an estimated $201M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q4 2015, up from 252 in Q3 2015.
  • Funds reported $2.26B of Federated Hermes stock for Q4 2015, down 4.2% quarter-over-quarter.
  • 58 funds opened new Federated Hermes positions in Q4 2015 and 23 closed out, a net change of +35 holders.
  • The largest Federated Hermes buyer in Q4 2015 was Bank of New York Mellon, an estimated $72.4M added.
  • The largest Federated Hermes seller in Q4 2015 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.