Federated Hermes
333 hedge funds and large institutions have $2.9B invested in Federated Hermes in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 124 increasing their positions, 105 reducing their positions, and 24 closing their positions.
108% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 24
59% more call options, than puts
Call options by funds: $2.4M | Put options by funds: $1.52M
18% more repeat investments, than reductions
Existing positions increased: 124 | Existing positions reduced: 105
7% more funds holding
Funds holding: 312 → 333 (+21)
0.78% more ownership
Funds ownership: 85.42% → 86.2% (+0.78%)
7% less capital invested
Capital invested by funds: $3.1B → $2.9B (-$208M)
25% less funds holding in top 10
Funds holding in top 10: 8 → 6 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$50.7M |
| 2 |
Robeco Institutional Asset Management
Rotterdam,
Netherlands
|
+$30.3M |
| 3 |
BA
Boston Advisors
Boston,
Massachusetts
|
+$28.5M |
| 4 |
N
Nuveen
Charlotte,
North Carolina
|
+$22.1M |
| 5 |
Victory Capital Management
San Antonio,
Texas
|
+$21.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$111M |
| 2 |
HCM
Hamlin Capital Management
New York
|
-$65M |
| 3 |
BlackRock
New York
|
-$30.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$22.3M |
| 5 |
RA
Royce & Associates
New York
|
-$22.1M |
FHI Hedge Fund Activity: Q1 2018 in Review
333 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2018, worth a combined $2.9B — down 6.7% from $3.1B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FHI positions and 24 closed out — a net gain of 26 holders — while 124 added to existing stakes and 105 trimmed.
The largest buyer was Vanguard Group, adding an estimated $50.7M. The largest seller was Fidelity Investments, cutting an estimated $111M.
- 333 institutional investors held Federated Hermes (FHI) as of Q1 2018, up from 312 in Q4 2017.
- Funds reported $2.9B of Federated Hermes stock for Q1 2018, down 6.7% quarter-over-quarter.
- 50 funds opened new Federated Hermes positions in Q1 2018 and 24 closed out, a net change of +26 holders.
- The largest Federated Hermes buyer in Q1 2018 was Vanguard Group, an estimated $50.7M added.
- The largest Federated Hermes seller in Q1 2018 was Fidelity Investments, an estimated $111M sold.
Based on aggregated 13F filings for Q1 2018.