Federated Hermes
321 hedge funds and large institutions have $2.43B invested in Federated Hermes in 2016 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 117 increasing their positions, 101 reducing their positions, and 40 closing their positions.
857% more call options, than puts
Call options by funds: $5M | Put options by funds: $523K
40% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 40
16% more repeat investments, than reductions
Existing positions increased: 117 | Existing positions reduced: 101
4.87% more ownership
Funds ownership: 79.26% → 84.13% (+4.9%)
4% more funds holding
Funds holding: 310 → 321 (+11)
1% more capital invested
Capital invested by funds: $2.4B → $2.43B (+$31.3M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Victory Capital Management
San Antonio,
Texas
|
+$20.7M |
| 2 |
Two Sigma Investments
New York
|
+$16.8M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$15.9M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$12.2M |
| 5 |
Two Sigma Advisers
New York
|
+$11.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$62.2M |
| 2 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$24.4M |
| 3 |
RA
Royce & Associates
New York
|
-$17.5M |
| 4 |
Comerica Bank
Dallas,
Texas
|
-$14.4M |
| 5 |
Charles Schwab
San Francisco,
California
|
-$12M |
FHI Hedge Fund Activity: Q4 2016 in Review
321 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2016, worth a combined $2.43B — up 1.3% from $2.4B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new FHI positions and 40 closed out — a net gain of 16 holders — while 117 added to existing stakes and 101 trimmed.
The largest buyer was Victory Capital Management, opening a new position worth an estimated $20.7M. The largest seller was Clarkston Capital Partners, exiting entirely with an estimated $62.2M sold.
- 321 institutional investors held Federated Hermes (FHI) as of Q4 2016, up from 310 in Q3 2016.
- Funds reported $2.43B of Federated Hermes stock for Q4 2016, up 1.3% quarter-over-quarter.
- 56 funds opened new Federated Hermes positions in Q4 2016 and 40 closed out, a net change of +16 holders.
- The largest Federated Hermes buyer in Q4 2016 was Victory Capital Management, an estimated $20.7M added.
- The largest Federated Hermes seller in Q4 2016 was Clarkston Capital Partners, an estimated $62.2M sold.
Based on aggregated 13F filings for Q4 2016.