We are live on ! Find out more
FHI icon

Federated Hermes

284 hedge funds and large institutions have $2.06B invested in Federated Hermes in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.37M

3% more capital invested

Capital invested by funds: $2B → $2.06B (+$61.1M)

0.3% more ownership

Funds ownership: 84.71%85.01% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 293284 (-9)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
100
Reduced
118
Closed
39
Calls
$2.72M
Puts
$1.37M
Net Calls
+$1.36M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
Fuller & Thaler Asset Management
251
Fuller & Thaler Asset Management
California
$16K -$61.1K -2,600 -79%
AW
252
Alpha Windward
Massachusetts
$12K
APP
253
Avantax Planning Partners
Iowa
$12K +$12K +512 New
AIM
254
Advantage Investment Management
Iowa
$11K
JA
255
JOYN Advisors
Georgia
$10K +$2.38K +101 +30%
SWA
256
Sutton Wealth Advisors
Florida
$9.67K
AIL
257
AGF Investments LLC
Ontario, Canada
$9K -$1.23M -52,414 -99%
Acadian Asset Management
258
Acadian Asset Management
Massachusetts
$8K -$1M -42,611 -99%
Group One Trading
259
Group One Trading
Illinois
$8K -$196K -8,328 -96%
CFGS
260
Concourse Financial Group Securities
Alabama
$8K +$7.78K +331 New
BBA
261
Braun-Bostich & Associates
Pennsylvania
$7K
TC
262
Truvestments Capital
Florida
$7K +$7.05K +300 New
SA
263
SRH Advisors
Kansas
$6K +$5.88K +250 New
PA
264
Parallel Advisors
California
$6K +$5.95K +253 New
FANJ
265
Financial Architects (New Jersey)
New Jersey
$5K -$9.41K -400 -67%
WA
266
WealthTrust-Arizona
Arizona
$5K -$964 -41 -17%
CG
267
Cutler Group
California
$4K -$30.4K -1,294 -87%
FGAM
268
Financial Gravity Asset Management
Texas
$4K -$800 -34 -19%
TPWA
269
TRUE Private Wealth Advisors
Oregon
$3.74K +$3.65K +155 New
LWM
270
Lenox Wealth Management
Ohio
$3K -$4.96K -211 -65%
GAM
271
Gemmer Asset Management
California
$3K +$141 +6 +5%
TAIM
272
TD Ameritrade Investment Management
Nebraska
$3K +$1.18K +50 +79%
S
273
SignatureFD
Georgia
$2K -$10.5K -445 -83%
RBC
274
Roble Belko & Company
Pennsylvania
$2K
SPIA
275
Steward Partners Investment Advisory
New York
$2K +$2.35K +100 New

FHI Hedge Fund Activity: Q3 2018 in Review

284 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2018, worth a combined $2.06B — up 3.1% from $2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 33 opened new positions — a net loss of 6 holders — while 118 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q3 2018, down from 293 in Q2 2018.
  • Funds reported $2.06B of Federated Hermes stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q3 2018 and 39 closed out, a net change of -6 holders.
  • The largest Federated Hermes buyer in Q3 2018 was BlackRock, an estimated $58.4M added.
  • The largest Federated Hermes seller in Q3 2018 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2018.