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Federated Hermes

251 hedge funds and large institutions have $2.8B invested in Federated Hermes in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.25M

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $2.75B → $2.8B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 253251 (-2)

1.09% less ownership

Funds ownership: 80.04%78.95% (-1.1%)

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
21
Increased
104
Reduced
81
Closed
19
Calls
$3.95M
Puts
$1.25M
Net Calls
+$2.71M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
Geode Capital Management
26
Geode Capital Management
Massachusetts
$17.5M +$348K +10,498 +2%
Fiera Capital (Canada)
27
Fiera Capital (Canada)
Quebec, Canada
$17.2M -$129K -3,900 -0.8%
GCM
28
GoodHaven Capital Management
New Jersey
$16.8M -$252K -7,590 -2%
Goldman Sachs
29
Goldman Sachs
New York
$16.8M +$3.95M +118,999 +32%
ERSOT
30
Employees Retirement System of Texas
Texas
$16.7M
PR
31
Payden & Rygel
California
$16.6M +$5.3M +159,600 +49%
CNB
32
City National Bank
California
$14.8M +$324K +9,759 +2%
STB
33
S&T Bank
Pennsylvania
$14.7M +$361K +10,887 +3%
Charles Schwab
34
Charles Schwab
California
$14.1M +$2.62M +78,829 +23%
New York State Common Retirement Fund
35
New York State Common Retirement Fund
New York
$12.8M -$797K -24,000 -6%
California Public Employees Retirement System
36
California Public Employees Retirement System
California
$12.3M
WBG
37
Wharton Business Group
Pennsylvania
$11.6M +$1.07M +32,310 +10%
BIM
38
BlackRock Investment Management
Delaware
$10.9M +$36.4K +1,097 +0.3%
LI
39
LMCG Investments
Massachusetts
$10.6M -$2.01M -60,493 -16%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$10.5M +$88.4K +2,664 +0.9%
Bank of Montreal
41
Bank of Montreal
Ontario, Canada
$10.4M +$1.93K +58 +0%
AAMU
42
Amundi Asset Management US
Massachusetts
$10.4M
Principal Financial Group
43
Principal Financial Group
Iowa
$9.63M +$350K +10,531 +4%
HighTower Advisors
44
HighTower Advisors
Illinois
$8.9M +$313K +9,426 +4%
HCM
45
Hilton Capital Management
New York
$8.56M +$8.24M +248,182 New
AP
46
Archon Partners
New Jersey
$8.53M +$33.2K +1,000 +0.4%
Morgan Stanley
47
Morgan Stanley
New York
$8.51M +$1.99M +59,975 +31%
CAI
48
Capital Advisors Inc
Oklahoma
$8.36M +$21.2K +639 +0.3%
AC
49
Ascend Capital
California
$7.99M +$7.83M +235,811 New
Ameriprise
50
Ameriprise
Minnesota
$7.86M +$230K +6,937 +3%

FHI Hedge Fund Activity: Q1 2015 in Review

251 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2015, worth a combined $2.8B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FHI positions and 19 closed out — a net gain of 2 holders — while 104 added to existing stakes and 81 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $26.9M. The largest seller was Boston Partners, cutting an estimated $54.4M.

  • 251 institutional investors held Federated Hermes (FHI) as of Q1 2015, down from 253 in Q4 2014.
  • Funds reported $2.8B of Federated Hermes stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 21 funds opened new Federated Hermes positions in Q1 2015 and 19 closed out, a net change of +2 holders.
  • The largest Federated Hermes buyer in Q1 2015 was Managed Account Advisors, an estimated $26.9M added.
  • The largest Federated Hermes seller in Q1 2015 was Boston Partners, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2015.