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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
CAW
276
Cornerstone Advisors (Washington)
Washington
$2K
HGWM
277
Harvest Group Wealth Management
Massachusetts
$2K
MCM
278
Manchester Capital Management
Vermont
$2K
RBC
279
Roble Belko & Company
Pennsylvania
$2K
GWS
280
Glassman Wealth Services
Virginia
$1K
TFO
281
Tarbox Family Office
California
$1K
WCG
282
Weaver Consulting Group
California
$1K
Fidelity International
283
Fidelity International
Bermuda
$1K +$158 +5 +20%
CI
284
CX Institutional
Indiana
$1K +$1.26K +40 New
GTAM
285
Global Trust Asset Management
Florida
$1K +$43.2K +1,368 New
GT
286
Glenmede Trust
Pennsylvania
$44
Hotchkis & Wiley Capital Management
287
Hotchkis & Wiley Capital Management
California
-$3.07M -104,671 Closed
VIA
288
Vident Investment Advisory
Georgia
-$2.82M -96,121 Closed
N
289
Natixis
France
-$2.46M -83,756 Closed
Assenagon Asset Management
290
Assenagon Asset Management
Luxembourg
-$1.98M -67,416 Closed
GF
291
Gabelli Funds
New York
-$1.91M -65,000 Closed
WI
292
WBI Investments
New Jersey
-$1.35M -46,081 Closed
DekaBank Deutsche Girozentrale
293
DekaBank Deutsche Girozentrale
Germany
-$678K -29,700 Closed
Axa
294
Axa
France
-$850K -29,000 Closed
Natixis Advisors
295
Natixis Advisors
Massachusetts
-$756K -25,790 Closed
QIM
296
Quantitative Investment Management
Virginia
-$530K -18,100 Closed
AI
297
Atom Investors
Texas
-$442K -15,073 Closed
DTL
298
Dynamic Technology Lab
Singapore
-$285K -9,724 Closed
QT
299
Quantbot Technologies
New York
-$268K -9,174 Closed
FRM
300
Fox Run Management
Connecticut
-$258K -8,808 Closed

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.