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Federated Hermes

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71%86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
251
Baystate Wealth Management
Massachusetts
$23K
ECM
252
Estabrook Capital Management
New York
$22.3K
Loomis, Sayles & Company
253
Loomis, Sayles & Company
Massachusetts
$20K -$8.26K -294 -30%
FMA
254
FNY Managed Accounts
New York
$17K +$16.6K +592 New
CFA
255
Carroll Financial Associates
North Carolina
$16K
TRCT
256
Tower Research Capital (TRC)
New York
$16K +$15.4K +548 New
LWM
257
Lenox Wealth Management
Ohio
$14K -$478 -17 -3%
AIM
258
Advantage Investment Management
Iowa
$13K -$7.02K -250 -36%
PA
259
Parallel Advisors
California
$12K +$5.51K +196 +93%
SWA
260
Sutton Wealth Advisors
Florida
$11.9K
GWM
261
Geneos Wealth Management
Colorado
$11K
AIL
262
AGF Investments LLC
Ontario, Canada
$9K -$1.18K -42 -12%
NFG
263
Next Financial Group
Texas
$9K
WA
264
WealthTrust-Arizona
Arizona
$9K
Parallax Volatility Advisers
265
Parallax Volatility Advisers
California
$9K +$8.54K +304 New
MPWT
266
MassMutual Private Wealth & Trust
Connecticut
$8.91K
TSW
267
Thompson Siegel & Walmsley
Virginia
$8K +$5.62K +200 +250%
WCBA
268
Weaver C. Barksdale & Associates
Tennessee
$6K
PCP
269
Proficio Capital Partners
Massachusetts
$5K
OAM
270
Oppenheimer Asset Management
New York
$4K -$787 -28 -17%
PMFA
271
Plante Moran Financial Advisors
Michigan
$4K
GAM
272
Gemmer Asset Management
California
$3K
OC
273
Oakworth Capital
Alabama
$3K
QCG
274
Quadrant Capital Group
Ohio
$3K
VFA
275
Valeo Financial Advisors
Indiana
$3K +$2.53K +90 New

FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.