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Federated Hermes

310 hedge funds and large institutions have $2.11B invested in Federated Hermes in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $783K

14% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 109

0.37% more ownership

Funds ownership: 76.07%76.45% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 316310 (-6)

9% less capital invested

Capital invested by funds: $2.32B → $2.11B (-$206M)

Holders
310
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
124
Reduced
109
Closed
37
Calls
$1.06M
Puts
$783K
Net Calls
+$278K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
251
Concourse Financial Group Securities
Alabama
$36.2K +$12.8K +382 +53%
W
252
WealthCollab
Washington
$32.5K -$4.13K -123 -11%
GCM
253
Gladius Capital Management
Illinois
$32.5K -$134 -4 -0.4%
SAM
254
S.A. Mason
Michigan
$27.5K +$168 +5 +0.6%
VanEck Associates
255
VanEck Associates
New York
$27K -$2.72K -81 -9%
PS
256
Principal Securities
Iowa
$25K -$7.78K -232 -23%
GI
257
GAMMA Investing
California
$23.4K +$15.9K +473 +198%
HBW
258
Hazlett, Burt & Watson
West Virginia
$20K
GRP
259
Global Retirement Partners
California
$19.9K -$1.17K -35 -5%
SAM
260
Smartleaf Asset Management
Massachusetts
$19.8K +$2.72K +81 +15%
EWA
261
EverSource Wealth Advisors
Alabama
$19.6K +$14.2K +422 +283%
QL
262
Quarry LP
New York
$17.2K +$3.66K +109 +26%
PIM
263
Plato Investment Management
Australia
$16.7K +$17K +507 New
FIA
264
FNY Investment Advisers
New York
$16K +$16.8K +500 New
IA
265
IFP Advisors
Florida
$14.4K +$11.4K +339 +342%
WOSD
266
WFA of San Diego
California
$14.3K +$14.6K +435 New
CFM
267
Catalyst Funds Management
Australia
$13.2K -$87.2K -2,600 -87%
RA
268
Rise Advisors
New York
$12.7K +$503 +15 +4%
CTC
269
Central Trust Company
Missouri
$12.2K -$38.6K -1,150 -76%
Fifth Third Bancorp
270
Fifth Third Bancorp
Ohio
$12K -$12.5K -374 -51%
HIM
271
Hillsdale Investment Management
Ontario, Canada
$10.8K
CIBC Private Wealth Group
272
CIBC Private Wealth Group
Georgia
$10.8K
KFS
273
Kelly Financial Services
Massachusetts
$10.6K
NS
274
NBC Securities
Alabama
$9K
C
275
Covestor
United Kingdom
$9K +$336 +10 +4%

FHI Hedge Fund Activity: Q2 2024 in Review

310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2024, worth a combined $2.11B — down 8.9% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FHI and 35 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 310 institutional investors held Federated Hermes (FHI) as of Q2 2024, down from 316 in Q1 2024.
  • Funds reported $2.11B of Federated Hermes stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 35 funds opened new Federated Hermes positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q2 2024 was AQR Capital Management, an estimated $42.3M added.
  • The largest Federated Hermes seller in Q2 2024 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2024.