Federated Hermes
FHI
303 hedge funds and large institutions have $2.73B invested in Federated Hermes in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 78 increasing their positions, 114 reducing their positions, and 34 closing their positions.
521% more call options, than puts
Call options by funds: $4.02M | Put options by funds: $648K
47% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 34
5% more funds holding
Funds holding: 288 → 303 (+15)
0.58% less ownership
Funds ownership: 84.18% → 83.59% (-0.58%)
3% less capital invested
Capital invested by funds: $2.83B → $2.73B (-$97.5M)
25% less funds holding in top 10
Funds holding in top 10: 4 → 3 (-1)
32% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 114
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
+$39.5M |
| 2 |
APG Asset Management
Amsterdam,
Netherlands
|
+$15.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$9.95M |
| 4 |
JP Morgan Chase
New York
|
+$7.27M |
| 5 |
Squarepoint
New York
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
-$29.8M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$22.3M |
| 3 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$21.9M |
| 4 |
MC
Muhlenkamp & Co
Wexford,
Pennsylvania
|
-$8.03M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$7.94M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GTAM
326
Global Trust Asset Management
West Palm Beach,
Florida
| – | -$1K | -1,368 | Closed |
|
|
CG
327
Cutler Group
San Francisco,
California
| – | -$42K | -1,300 | Closed |
|
328
Walleye Capital
New York
| – | -$24K | -742 | Closed |
|
|
FBT
329
First Bank & Trust
Brookings,
South Dakota
| – | -$14K | -416 | Closed |
|
|
BBA
330
Braun-Bostich & Associates
Canonsburg,
Pennsylvania
| – | -$9K | -280 | Closed |
|
|
MF
331
Manchester Financial
Westlake Village,
California
| – | -$8K | -250 | Closed |
|
|
SA
332
SRH Advisors
Salina,
Kansas
| – | -$8K | -250 | Closed |
|
|
TPWA
333
TRUE Private Wealth Advisors
Salem,
Oregon
| – | -$5K | -155 | Closed |
|
|
NCM
334
Next Capital Management
New York
| – | -$4K | -123 | Closed |
|
|
TA
335
TCG Advisors
Austin,
Texas
| – | -$3K | -107 | Closed |
|
|
CI
336
CX Institutional
Auburn,
Indiana
| – | -$1K | -40 | Closed |
|
FHI Hedge Fund Activity: Q3 2019 in Review
303 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2019, worth a combined $2.73B — down 3.4% from $2.83B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new FHI positions and 34 closed out — a net gain of 16 holders — while 78 added to existing stakes and 114 trimmed.
The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $39.5M. The largest seller was Millennium Management, cutting an estimated $29.8M.
- 303 institutional investors held Federated Hermes (FHI) as of Q3 2019, up from 288 in Q2 2019.
- Funds reported $2.73B of Federated Hermes stock for Q3 2019, down 3.4% quarter-over-quarter.
- 50 funds opened new Federated Hermes positions in Q3 2019 and 34 closed out, a net change of +16 holders.
- The largest Federated Hermes buyer in Q3 2019 was Schneider Downs Wealth Management Advisors, an estimated $39.5M added.
- The largest Federated Hermes seller in Q3 2019 was Millennium Management, an estimated $29.8M sold.
Based on aggregated 13F filings for Q3 2019.