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Federated Hermes

288 hedge funds and large institutions have $2.83B invested in Federated Hermes in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.14M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $2.47B → $2.83B (+$359M)

1% more funds holding

Funds holding: 286288 (+2)

0.49% less ownership

Funds ownership: 84.67%84.18% (-0.49%)

24% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 114

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
37
Increased
87
Reduced
114
Closed
28
Calls
$1.8M
Puts
$1.14M
Net Calls
+$660K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
ASN
251
Advisory Services Network
Georgia
$22K +$21.6K +685 New
MAM
252
Meeder Asset Management
Ohio
$18K +$17.5K +553 New
FHA
253
First Horizon Advisors
Tennessee
$16K
AIM
254
Advantage Investment Management
Iowa
$15K
AW
255
Alpha Windward
Massachusetts
$14K -$529K -16,754 -98%
FBT
256
First Bank & Trust
South Dakota
$14K
SWA
257
Sutton Wealth Advisors
Florida
$13K
TAIM
258
TD Ameritrade Investment Management
Nebraska
$11K -$34.1K -1,080 -76%
CTC
259
Central Trust Company
Missouri
$11K +$10.7K +338 New
KFS
260
Kelly Financial Services
Massachusetts
$10.4K
BBA
261
Braun-Bostich & Associates
Pennsylvania
$9K
SA
262
SRH Advisors
Kansas
$8K
MF
263
Manchester Financial
California
$8K +$7.89K +250 New
Carson Wealth (CWM LLC)
264
Carson Wealth (CWM LLC)
Nebraska
$7K
FANJ
265
Financial Architects (New Jersey)
New Jersey
$7K
CFA
266
Carroll Financial Associates
North Carolina
$6K -$1.8K -57 -22%
CIA
267
CSat Investment Advisory
Michigan
$6K +$5.46K +173 New
APA
268
American Portfolios Advisors
New York
$5.56K
CFGS
269
Concourse Financial Group Securities
Alabama
$5K
TPWA
270
TRUE Private Wealth Advisors
Oregon
$5K +$4.89K +155 New
NCM
271
Next Capital Management
New York
$4K +$3.88K +123 New
GAM
272
Gemmer Asset Management
California
$3K
LWM
273
Lenox Wealth Management
Ohio
$3K
TA
274
TCG Advisors
Texas
$3K +$32 +1 +0.9%
SPIA
275
Steward Partners Investment Advisory
New York
$3K +$3.16K +100 New

FHI Hedge Fund Activity: Q2 2019 in Review

288 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2019, worth a combined $2.83B — up 15% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FHI positions and 28 closed out — a net gain of 9 holders — while 87 added to existing stakes and 114 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $38.8M. The largest seller was Anchor Capital Advisors, cutting an estimated $18.1M.

  • 288 institutional investors held Federated Hermes (FHI) as of Q2 2019, up from 286 in Q1 2019.
  • Funds reported $2.83B of Federated Hermes stock for Q2 2019, up 15% quarter-over-quarter.
  • 37 funds opened new Federated Hermes positions in Q2 2019 and 28 closed out, a net change of +9 holders.
  • The largest Federated Hermes buyer in Q2 2019 was Citadel Advisors, an estimated $38.8M added.
  • The largest Federated Hermes seller in Q2 2019 was Anchor Capital Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2019.