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Federated Hermes

284 hedge funds and large institutions have $2.26B invested in Federated Hermes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $530K

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

13% more funds holding

Funds holding: 252284 (+32)

4% less capital invested

Capital invested by funds: $2.36B → $2.26B (-$100M)

2.19% less ownership

Funds ownership: 78.1%75.9% (-2.2%)

Holders
284
Holders Change
+32
Holders Change %
+12.7%
% of All Funds
7.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
58
Increased
102
Reduced
84
Closed
23
Calls
$4.28M
Puts
$530K
Net Calls
+$3.75M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
276
Oakworth Capital
Alabama
$3K +$3.38K +112 New
GAM
277
Gemmer Asset Management
California
$2K -$211 -7 -11%
MCM
278
Manchester Capital Management
Vermont
$2K
N
279
Nuveen
North Carolina
$1.62K +$69.4K +2,300 +4%
ACS
280
Archford Capital Strategies
Illinois
$1K
GWM
281
Gupta Wealth Management
California
$1K
IWMPD
282
Integrated Wealth Management (Palm Desert)
California
$1K
PFBT
283
Parkside Financial Bank & Trust
Missouri
$1K
TFO
284
Tarbox Family Office
California
$1K
QI
285
QS Investors
New York
$1K +$332 +11 New
LRPA
286
L. Roy Papp & Associates
Arizona
-$17.8M -614,725 Closed
FPA
287
First Pacific Advisors
California
-$14.1M -488,673 Closed
AAMU
288
Amundi Asset Management US
Massachusetts
-$8.92M -308,752 Closed
FA
289
FDx Advisors
Illinois
-$2.02M -70,060 Closed
Arrowstreet Capital
290
Arrowstreet Capital
Massachusetts
-$1.25M -43,300 Closed
JFGIW
291
Johnson Financial Group Inc (Wisconsin)
Wisconsin
-$1.21M -42,007 Closed
HCM
292
Hilton Capital Management
New York
-$770K -26,655 Closed
GT
293
Glenmede Trust
Pennsylvania
-$699K -24,253 Closed
HA
294
Hamel Associates
New Jersey
-$549K -19,000 Closed
BA
295
Bridgewater Associates
Connecticut
-$309K -10,700 Closed
DTL
296
Dynamic Technology Lab
Singapore
-$294K -10,169 Closed
NAM
297
NTV Asset Management
West Virginia
-$289K -10,000 Closed
QT
298
Quantbot Technologies
New York
-$263K -9,103 Closed
Mariner
299
Mariner
Kansas
-$221K -7,650 Closed
ACI
300
AMP Capital Investors
Australia
-$214K -7,500 Closed

FHI Hedge Fund Activity: Q4 2015 in Review

284 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2015, worth a combined $2.26B — down 4.2% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FHI positions and 23 closed out — a net gain of 35 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $72.4M. The largest seller was Bank of America, cutting an estimated $201M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q4 2015, up from 252 in Q3 2015.
  • Funds reported $2.26B of Federated Hermes stock for Q4 2015, down 4.2% quarter-over-quarter.
  • 58 funds opened new Federated Hermes positions in Q4 2015 and 23 closed out, a net change of +35 holders.
  • The largest Federated Hermes buyer in Q4 2015 was Bank of New York Mellon, an estimated $72.4M added.
  • The largest Federated Hermes seller in Q4 2015 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.