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Federated Hermes
FHI

261 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $5M | Put options by funds: $902K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3% more ownership

Funds ownership: 79.97% → 82.96% (+3%)

0% more funds holding

Funds holding: 261 → 261 (0)

0% more funds holding in top 10

Funds holding in top 10: 3 → 3 (0)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

11% less capital invested

Capital invested by funds: $2.91B → $2.59B (-$311M)

Holders
261
Holders Change
–
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
32
Increased
90
Reduced
98
Closed
29
Calls
$5M
Puts
$902K
Net Calls
+$4.1M
Net Calls Change
+$5.09M

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$23.5M
2
Victory Capital Management
Victory Capital Management
Texas
+$19.3M
3
GC
Gillson Capital
Illinois
+$17.4M
4
BlackRock
BlackRock
New York
+$15.9M
5
Citadel Advisors
Citadel Advisors
Florida
+$7.93M

Top Sellers

Rank Fund Capital Flow
1
BCM
Basswood Capital Management
New York
-$28.4M
2
ACL
Azora Capital LP
Florida
-$17M
3
CIM
Chiron Investment Management
New York
-$15.5M
4
RL
Ruffer LLP
United Kingdom
-$15M
5
Millennium Management
Millennium Management
New York
-$14.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
RBC
251
Roble Belko & Company
Pennsylvania
$1K -$1.19K -35 -64%
GWS
252
Glassman Wealth Services
Virginia
$1K -$238 -7 -14%
AssetMark Inc
253
AssetMark Inc
California
$1K – – –
CCM
254
Cribstone Capital Management
Maine
$1K – – –
SC
255
Schubert & Co
Texas
$1K +$34 +1 +5%
HCP
256
Hexagon Capital Partners
Arkansas
$1K +$510 +15 New
DI
257
Disciplined Investments
Oklahoma
$1K +$851 +25 New
Macquarie Group
258
Macquarie Group
Australia
$122 – – –
FGAM
259
Financial Gravity Asset Management
Texas
$4 -$272 -8 -11%
BCM
260
Basswood Capital Management
New York
– -$28.4M -755,893 Closed
ACL
261
Azora Capital LP
Florida
– -$17M -453,090 Closed
CIM
262
Chiron Investment Management
New York
– -$15.5M -412,328 Closed
Millennium Management
263
Millennium Management
New York
– -$14.2M -377,335 Closed
Holocene Advisors
264
Holocene Advisors
New York
– -$2.75M -73,217 Closed
FC
265
Full18 Capital
Connecticut
– -$2.15M -64,581 Closed
BC
266
Brookfield Corp
Ontario, Canada
– -$1.65M -43,952 Closed
APG Asset Management
267
APG Asset Management
Netherlands
– -$1.11M -33,700 Closed
FCM
268
FJ Capital Management
Virginia
– -$1.18M -31,000 Closed
BAM
269
Blueshift Asset Management
New Jersey
– -$1.08M -28,825 Closed
Franklin Resources
270
Franklin Resources
California
– -$1M -26,666 Closed
SWP
271
Stratos Wealth Partners
Ohio
– -$858K -22,840 Closed
GTCM
272
Gyon Technologies Capital Management
New Jersey
– -$708K -18,829 Closed
PCM
273
Prelude Capital Management
New York
– -$477K -12,702 Closed
EGM
274
Engineers Gate Manager
New York
– -$436K -11,610 Closed
Pacer Advisors
275
Pacer Advisors
Pennsylvania
– -$367K -9,766 Closed
8 9 10
11
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FHI Hedge Fund Activity: Q1 2022 in Review

261 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2022, worth a combined $2.59B — down 11% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was Invesco, adding an estimated $23.5M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $28.4M sold.

  • 261 institutional investors held Federated Hermes (FHI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $2.59B of Federated Hermes stock for Q1 2022, down 11% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q1 2022 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q1 2022 was Invesco, an estimated $23.5M added.
  • The largest Federated Hermes seller in Q1 2022 was Basswood Capital Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2022.