Federated Hermes
282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.
207% more call options, than puts
Call options by funds: $894K | Put options by funds: $291K
7% more capital invested
Capital invested by funds: $2.41B → $2.59B (+$180M)
2.29% more ownership
Funds ownership: 83.71% → 86.01% (+2.3%)
1% more repeat investments, than reductions
Existing positions increased: 99 | Existing positions reduced: 98
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 29
1% less funds holding
Funds holding: 284 → 282 (-2)
Top Buyers
Top Sellers
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$19.1M |
| 2 |
RA
Royce & Associates
New York
|
-$17.7M |
| 3 |
Two Sigma Advisers
New York
|
-$10.2M |
| 4 |
Los Angeles Capital Management
Los Angeles,
California
|
-$6.55M |
| 5 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
-$3.43M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
OA
301
Oxbow Advisors
Austin,
Texas
| – | -$203K | -7,190 | Closed |
|
|
MCM
302
McKinley Capital Management
Anchorage,
Alaska
| – | -$146K | -5,170 | Closed |
|
|
VFA
303
Virtus Fund Advisers
Hartford,
Connecticut
| – | -$90K | -3,104 | Closed |
|
|
AIM
304
Acrospire Investment Management
Chicago,
Illinois
| – | -$57K | -2,000 | Closed |
|
|
NIT
305
NumerixS Investment Technologies
Vancouver,
British Columbia, Canada
| – | -$54K | -1,900 | Closed |
|
306
Creative Planning
Overland Park,
Kansas
| – | -$28K | -984 | Closed |
|
|
CG
307
Cutler Group
San Francisco,
California
| – | -$11.1K | -394 | Closed |
|
308
Acadian Asset Management
Boston,
Massachusetts
| – | -$5K | -187 | Closed |
|
|
GBT
309
Grove Bank & Trust
Miami,
Florida
| – | -$2K | -70 | Closed |
|
|
LF
310
Lee Financial
Dallas,
Texas
| – | -$2K | -67 | Closed |
|
|
LWCFA
311
Loring Wolcott & Coolidge Fiduciary Advisors
Boston,
Massachusetts
| – | +$112 | +4 | New |
|
FHI Hedge Fund Activity: Q3 2017 in Review
282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.
Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.
The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.
- 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
- Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
- 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
- The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
- The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.
Based on aggregated 13F filings for Q3 2017.