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Federated Hermes

267 hedge funds and large institutions have $1.53B invested in Federated Hermes in 2020 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 97 increasing their positions, 84 reducing their positions, and 74 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,953% more call options, than puts

Call options by funds: $1.05M | Put options by funds: $51K

15% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 84

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

1.9% less ownership

Funds ownership: 82.2%80.3% (-1.9%)

14% less funds holding

Funds holding: 310267 (-43)

43% less capital invested

Capital invested by funds: $2.69B → $1.53B (-$1.16B)

51% less first-time investments, than exits

New positions opened: 36 | Existing positions closed: 74

Holders
267
Holders Change
-43
Holders Change %
-13.87%
% of All Funds
5.88%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.04%
New
36
Increased
97
Reduced
84
Closed
74
Calls
$1.05M
Puts
$51K
Net Calls
+$996K
Net Calls Change
-$1.09M
Name Holding Trade Value Shares
Change
Change in
Stake
PHK
251
Point72 Hong Kong
Hong Kong
$4K -$70K -2,357 -92%
CFGS
252
Concourse Financial Group Securities
Alabama
$3K
SFS
253
Sowell Financial Services
Arkansas
$2K
TPWA
254
TRUE Private Wealth Advisors
Oregon
$2K
CAW
255
Cornerstone Advisors (Washington)
Washington
$2K +$1.31K +44 +73%
EI
256
Ellevest Inc
New York
$2K +$2.46K +83 New
WAS
257
Winch Advisory Services
Wisconsin
$2K +$2.67K +90 New
AIC
258
Ameritas Investment Company
Nebraska
$2K +$2.97K +100 New
GWS
259
Glassman Wealth Services
Virginia
$1K
MCM
260
Manchester Capital Management
Vermont
$1K
RBC
261
Roble Belko & Company
Pennsylvania
$1K
SPIA
262
Steward Partners Investment Advisory
New York
$1K
WCG
263
Weaver Consulting Group
California
$1K
CCT
264
Capital City Trust
Florida
$387 -$4.99K -168 -0.8%
TI
265
tru Independence
Oregon
$3
SC
266
Samlyn Capital
New York
-$39.7M -1,217,235 Closed
Alyeska Investment Group
267
Alyeska Investment Group
Illinois
-$29.8M -914,168 Closed
Lord, Abbett & Co
268
Lord, Abbett & Co
New Jersey
-$5.56M -170,602 Closed
Barclays
269
Barclays
United Kingdom
-$4.47M -137,152 Closed
HPIA
270
Hamilton Point Investment Advisors
North Carolina
-$2.75M -84,285 Closed
AWM
271
Avitas Wealth Management
California
-$2.36M -72,293 Closed
OAM
272
Oxford Asset Management
United Kingdom
-$2.16M -66,172 Closed
3C
273
361 Capital
Colorado
-$1.88M -57,788 Closed
CIC
274
Chase Investment Counsel
Virginia
-$1.2M -36,812 Closed
VCM
275
Voleon Capital Management
California
-$1.11M -34,000 Closed

FHI Hedge Fund Activity: Q1 2020 in Review

267 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2020, worth a combined $1.53B — down 43% from $2.69B a quarter earlier.

Sellers outnumbered buyers: 74 funds closed out of FHI and 36 opened new positions — a net loss of 38 holders — while 84 trimmed existing stakes and 97 added.

The largest buyer was Renaissance Technologies, opening a new position worth an estimated $18.7M. The largest seller was APG Asset Management, cutting an estimated $46.3M.

  • 267 institutional investors held Federated Hermes (FHI) as of Q1 2020, down from 310 in Q4 2019.
  • Funds reported $1.53B of Federated Hermes stock for Q1 2020, down 43% quarter-over-quarter.
  • 36 funds opened new Federated Hermes positions in Q1 2020 and 74 closed out, a net change of -38 holders.
  • The largest Federated Hermes buyer in Q1 2020 was Renaissance Technologies, an estimated $18.7M added.
  • The largest Federated Hermes seller in Q1 2020 was APG Asset Management, an estimated $46.3M sold.

Based on aggregated 13F filings for Q1 2020.