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Federated Hermes

239 hedge funds and large institutions have $2.71B invested in Federated Hermes in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $1.37M

0% more capital invested

Capital invested by funds: $2.71B → $2.71B (+$649K)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.55% less ownership

Funds ownership: 84.96%83.41% (-1.6%)

6% less funds holding

Funds holding: 253239 (-14)

10% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 89

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
239
Holders Change
-14
Holders Change %
-5.53%
% of All Funds
6.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
16
Increased
80
Reduced
89
Closed
28
Calls
$3.4M
Puts
$1.37M
Net Calls
+$2.04M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
ERSOT
26
Employees Retirement System of Texas
Texas
$15.2M +$14.3M +491,900 New
Geode Capital Management
27
Geode Capital Management
Massachusetts
$14.7M +$465K +16,000 +3%
LRPA
28
L. Roy Papp & Associates
Arizona
$14.6M +$150K +5,155 +1%
Fiera Capital (Canada)
29
Fiera Capital (Canada)
Quebec, Canada
$14.2M +$1.4M +48,100 +12%
BA
30
BlackRock Advisors
Delaware
$14M -$375K -12,900 -3%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$14M +$1.07M +36,925 +9%
Goldman Sachs
32
Goldman Sachs
New York
$13.9M -$420K -14,435 -3%
STB
33
S&T Bank
Pennsylvania
$13.2M +$529K +18,202 +4%
AllianceBernstein
34
AllianceBernstein
Tennessee
$13.2M -$12.6K -434 -0.1%
Marshall Wace
35
Marshall Wace
United Kingdom
$13.1M +$11.8M +405,593 +2,229%
LI
36
LMCG Investments
Massachusetts
$12.9M -$6.02M -207,157 -33%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$11.7M +$2.63M +90,422 +31%
CNB
38
City National Bank
California
$11.7M +$11M +378,591 New
Wells Fargo
39
Wells Fargo
California
$10.5M -$5.02M -172,501 -34%
AAMU
40
Amundi Asset Management US
Massachusetts
$9.89M -$122K -4,186 -1%
BIM
41
BlackRock Investment Management
Delaware
$9.87M -$104K -3,579 -1%
Charles Schwab
42
Charles Schwab
California
$9.53M +$784K +26,978 +10%
First Trust Advisors
43
First Trust Advisors
Illinois
$8.75M -$87.3K -3,003 -1%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$8.09M -$411K -14,121 -5%
AP
45
Archon Partners
New Jersey
$7.62M +$437K +15,040 +6%
Ameriprise
46
Ameriprise
Minnesota
$7.02M +$39K +1,342 +0.6%
Principal Financial Group
47
Principal Financial Group
Iowa
$7M +$72.1K +2,479 +1%
WBG
48
Wharton Business Group
Pennsylvania
$6.82M +$6.09M +209,585 +1,933%
CAI
49
Capital Advisors Inc
Oklahoma
$6.32M +$5.95M +204,490 New
HC
50
Hourglass Capital
Texas
$5.88M -$1.45K -50 -0%

FHI Hedge Fund Activity: Q2 2014 in Review

239 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2014, worth a combined $2.71B — up 0.02% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FHI and 16 opened new positions — a net loss of 12 holders — while 89 trimmed existing stakes and 80 added.

The largest buyer was Norges Bank, adding an estimated $21.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $39.2M.

  • 239 institutional investors held Federated Hermes (FHI) as of Q2 2014, down from 253 in Q1 2014.
  • Funds reported $2.71B of Federated Hermes stock for Q2 2014, up 0.02% quarter-over-quarter.
  • 16 funds opened new Federated Hermes positions in Q2 2014 and 28 closed out, a net change of -12 holders.
  • The largest Federated Hermes buyer in Q2 2014 was Norges Bank, an estimated $21.4M added.
  • The largest Federated Hermes seller in Q2 2014 was Kayne Anderson Rudnick Investment Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2014.