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Federated Hermes

286 hedge funds and large institutions have $2.47B invested in Federated Hermes in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 101 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $653K

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $2.22B → $2.47B (+$256M)

1% more funds holding

Funds holding: 284286 (+2)

1% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 101

1.45% less ownership

Funds ownership: 86.12%84.67% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
286
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
48
Increased
100
Reduced
101
Closed
41
Calls
$3.51M
Puts
$653K
Net Calls
+$2.86M
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
251
One Wealth Advisors
California
$18K +$17.1K +615 New
ACA
252
Anchor Capital Advisors
Massachusetts
$17.6K +$204K +7,336 +1%
OWD
253
Osborn Williams & Donohoe
Ohio
$16K +$13.9K +500 New
FHA
254
First Horizon Advisors
Tennessee
$14K -$44.6K -1,605 -77%
AIM
255
Advantage Investment Management
Iowa
$13K
FBT
256
First Bank & Trust
South Dakota
$12K -$3.06K -110 -21%
SWA
257
Sutton Wealth Advisors
Florida
$11.8K
KFS
258
Kelly Financial Services
Massachusetts
$9.41K +$8.91K +321 New
BBA
259
Braun-Bostich & Associates
Pennsylvania
$8K
SCM
260
Shelton Capital Management
Colorado
$7.09K +$5.78K +208 New
CFA
261
Carroll Financial Associates
North Carolina
$7K
SA
262
SRH Advisors
Kansas
$7K
Carson Wealth (CWM LLC)
263
Carson Wealth (CWM LLC)
Nebraska
$7K +$5.55K +200 New
FANJ
264
Financial Architects (New Jersey)
New Jersey
$6K
APA
265
American Portfolios Advisors
New York
$5.01K +$4.75K +171 New
CG
266
Cutler Group
California
$5K -$5.55K -200 -50%
MNBTD
267
Moody National Bank Trust Division
Texas
$5K +$4.47K +161 New
SI
268
Sprott Inc
Ontario, Canada
$4.69K -$555K -20,000 -11%
CFGS
269
Concourse Financial Group Securities
Alabama
$4K -$5.83K -210 -58%
WAM
270
Wealthspire Advisors (Maryland)
Maryland
$4K +$417 +15 +11%
GAM
271
Gemmer Asset Management
California
$3K
LWM
272
Lenox Wealth Management
Ohio
$3K
FGAM
273
Financial Gravity Asset Management
Texas
$3K +$2.94K +106 New
TA
274
TCG Advisors
Texas
$3K +$2.94K +106 New
MCM
275
Manchester Capital Management
Vermont
$2K

FHI Hedge Fund Activity: Q1 2019 in Review

286 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2019, worth a combined $2.47B — up 12% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FHI positions and 41 closed out — a net gain of 7 holders — while 100 added to existing stakes and 101 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $29.8M. The largest seller was AQR Capital Management, cutting an estimated $18M.

  • 286 institutional investors held Federated Hermes (FHI) as of Q1 2019, up from 284 in Q4 2018.
  • Funds reported $2.47B of Federated Hermes stock for Q1 2019, up 12% quarter-over-quarter.
  • 48 funds opened new Federated Hermes positions in Q1 2019 and 41 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q1 2019 was Arrowstreet Capital, an estimated $29.8M added.
  • The largest Federated Hermes seller in Q1 2019 was AQR Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2019.