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Federated Hermes

252 hedge funds and large institutions have $2.36B invested in Federated Hermes in 2015 Q3 according to their latest regulatory filings, with 34 funds opening new positions, 88 increasing their positions, 91 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

965% more call options, than puts

Call options by funds: $5.33M | Put options by funds: $500K

26% more first-time investments, than exits

New positions opened: 34 | Existing positions closed: 27

2% more funds holding

Funds holding: 248252 (+4)

3% less repeat investments, than reductions

Existing positions increased: 88 | Existing positions reduced: 91

1.03% less ownership

Funds ownership: 79.12%78.1% (-1%)

15% less capital invested

Capital invested by funds: $2.76B → $2.36B (-$401M)

29% less funds holding in top 10

Funds holding in top 10: 75 (-2)

Holders
252
Holders Change
+4
Holders Change %
+1.61%
% of All Funds
7.04%
Holding in Top 10
5
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-28.57%
% of All Funds
0.14%
New
34
Increased
88
Reduced
91
Closed
27
Calls
$5.33M
Puts
$500K
Net Calls
+$4.83M
Net Calls Change
+$2.63M
Name Holding Trade Value Shares
Change
Change in
Stake
Fiera Capital (Canada)
26
Fiera Capital (Canada)
Quebec, Canada
$14.2M -$285K -8,900 -2%
FPA
27
First Pacific Advisors
California
$14.1M -$3.02M -94,170 -16%
Charles Schwab
28
Charles Schwab
California
$13.1M +$125K +3,888 +0.9%
GCM
29
GoodHaven Capital Management
New Jersey
$12.8M -$2.08K -65 -0%
STB
30
S&T Bank
Pennsylvania
$12.3M -$305K -9,508 -2%
CNB
31
City National Bank
California
$11.7M -$943K -29,444 -7%
Goldman Sachs
32
Goldman Sachs
New York
$11.4M -$1.53M -47,863 -11%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$10.6M -$368K -11,473 -3%
PR
34
Payden & Rygel
California
$9.61M -$1.07M -33,440 -9%
LI
35
LMCG Investments
Massachusetts
$9.2M +$73.6K +2,298 +0.7%
TCIM
36
TIAA CREF Investment Management
New York
$9.14M +$2.83M +88,280 +39%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$9.1M +$450K +14,050 +5%
AAMU
38
Amundi Asset Management US
Massachusetts
$8.92M +$21.1K +658 +0.2%
HighTower Advisors
39
HighTower Advisors
Illinois
$8.71M +$1.33M +41,599 +16%
Principal Financial Group
40
Principal Financial Group
Iowa
$8.57M -$61.9K -1,931 -0.6%
California Public Employees Retirement System
41
California Public Employees Retirement System
California
$7.92M -$208K -6,500 -2%
BIM
42
BlackRock Investment Management
Delaware
$7.81M -$2.03M -63,286 -19%
AP
43
Archon Partners
New Jersey
$7.53M +$122K +3,800 +1%
Ameriprise
44
Ameriprise
Minnesota
$6.73M -$73K -2,278 -1%
Wells Fargo
45
Wells Fargo
California
$5.68M +$989K +30,856 +19%
AIG
46
American International Group
New York
$5.46M -$27.5K -859 -0.5%
CWP
47
Capital Wealth Planning
Florida
$5.33M
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$5.04M +$204K +6,370 +4%
California State Teachers Retirement System (CalSTRS)
49
California State Teachers Retirement System (CalSTRS)
California
$4.94M -$6.41K -200 -0.1%
BCM
50
Buckhead Capital Management
Georgia
$4.85M -$34.1K -1,065 -0.6%

FHI Hedge Fund Activity: Q3 2015 in Review

252 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2015, worth a combined $2.36B — down 15% from $2.76B a quarter earlier.

Buyers outnumbered sellers: 34 funds opened new FHI positions and 27 closed out — a net gain of 7 holders — while 88 added to existing stakes and 91 trimmed.

The largest buyer was Bank of America, adding an estimated $287M. The largest seller was Citadel Advisors, cutting an estimated $28.3M.

  • 252 institutional investors held Federated Hermes (FHI) as of Q3 2015, up from 248 in Q2 2015.
  • Funds reported $2.36B of Federated Hermes stock for Q3 2015, down 15% quarter-over-quarter.
  • 34 funds opened new Federated Hermes positions in Q3 2015 and 27 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q3 2015 was Bank of America, an estimated $287M added.
  • The largest Federated Hermes seller in Q3 2015 was Citadel Advisors, an estimated $28.3M sold.

Based on aggregated 13F filings for Q3 2015.