Federated Hermes
FHI
312 hedge funds and large institutions have $3.1B invested in Federated Hermes in 2017 Q4 according to their latest regulatory filings, with 49 funds opening new positions, 106 increasing their positions, 111 reducing their positions, and 18 closing their positions.
172% more first-time investments, than exits
New positions opened: 49 | Existing positions closed: 18
145% more call options, than puts
Call options by funds: $2.64M | Put options by funds: $1.08M
20% more capital invested
Capital invested by funds: $2.59B → $3.1B (+$512M)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
11% more funds holding
Funds holding: 282 → 312 (+30)
0.58% less ownership
Funds ownership: 86.01% → 85.42% (-0.58%)
5% less repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 111
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$43.6M |
| 2 |
Lord, Abbett & Co
Jersey City,
New Jersey
|
+$13M |
| 3 |
Schroder Investment Management Group
London,
United Kingdom
|
+$10.6M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
+$8.73M |
| 5 |
AP
AHL Partners
London,
United Kingdom
|
+$7.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$80M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$13.1M |
| 3 |
RA
Royce & Associates
New York
|
-$12.2M |
| 4 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$10.8M |
| 5 |
FPA
First Pacific Advisors
El Segundo,
California
|
-$8.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
326
Bessemer Group
Woodbridge,
New Jersey
| – | -$126K | -4,250 | Closed |
|
|
NFG
327
Next Financial Group
Houston,
Texas
| – | -$9K | -300 | Closed |
|
|
OAM
328
Oppenheimer Asset Management
New York
| – | -$4K | -140 | Closed |
|
|
OC
329
Oakworth Capital
Birmingham,
Alabama
| – | -$3K | -112 | Closed |
|
FHI Hedge Fund Activity: Q4 2017 in Review
312 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2017, worth a combined $3.1B — up 20% from $2.59B a quarter earlier.
Buyers outnumbered sellers: 49 funds opened new FHI positions and 18 closed out — a net gain of 31 holders — while 106 added to existing stakes and 111 trimmed.
The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $43.6M. The largest seller was Fidelity Investments, cutting an estimated $80M.
- 312 institutional investors held Federated Hermes (FHI) as of Q4 2017, up from 282 in Q3 2017.
- Funds reported $3.1B of Federated Hermes stock for Q4 2017, up 20% quarter-over-quarter.
- 49 funds opened new Federated Hermes positions in Q4 2017 and 18 closed out, a net change of +31 holders.
- The largest Federated Hermes buyer in Q4 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $43.6M added.
- The largest Federated Hermes seller in Q4 2017 was Fidelity Investments, an estimated $80M sold.
Based on aggregated 13F filings for Q4 2017.