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Federated Hermes
FHI

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71% → 86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284 → 282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K

Top Buyers

1
Canada Life
Canada Life
Manitoba, Canada
+$31M
2
BlackRock
BlackRock
New York
+$26.1M
3
Victory Capital Management
Victory Capital Management
Texas
+$12.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$11.2M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.61M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.1M
2
RA
Royce & Associates
New York
-$17.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$10.2M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$6.55M
5
BCM
Buckhead Capital Management
Georgia
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$16.9M +$536K +19,090 +3%
New York State Common Retirement Fund
27
New York State Common Retirement Fund
New York
$16.3M +$425K +15,140 +3%
Commonwealth Equity Services
28
Commonwealth Equity Services
Massachusetts
$13.8M -$147K -5,225 -1%
GCM
29
GoodHaven Capital Management
New Jersey
$13.1M -$12.6K -450 -0.1%
PP
30
Prospector Partners
Connecticut
$13M +$1.8M +64,000 +17%
Principal Financial Group
31
Principal Financial Group
Iowa
$12.3M +$375K +13,331 +3%
D.E. Shaw & Co
32
D.E. Shaw & Co
New York
$12.1M -$1.72M -61,116 -13%
Ameriprise
33
Ameriprise
Minnesota
$12.1M -$3.18M -113,099 -22%
STB
34
S&T Bank
Pennsylvania
$11.4M -$86.4K -3,076 -0.8%
Deutsche Bank
35
Deutsche Bank
Germany
$11.3M +$5.93M +211,197 +124%
Morgan Stanley
36
Morgan Stanley
New York
$10.9M -$473K -16,838 -4%
HighTower Advisors
37
HighTower Advisors
Illinois
$10.5M +$159K +5,656 +2%
AQR Capital Management
38
AQR Capital Management
Connecticut
$10.5M +$781K +27,798 +9%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$10.5M -$108K -3,839 -1%
CM
40
Capital Management
Virginia
$9.13M -$323K -11,510 -4%
PNC Financial Services Group
41
PNC Financial Services Group
Pennsylvania
$8.96M +$162K +5,769 +2%
FPA
42
First Pacific Advisors
California
$8.8M -$371K -13,200 -4%
MC
43
Muhlenkamp & Co
Pennsylvania
$8.67M -$198K -7,050 -2%
TCIM
44
TIAA CREF Investment Management
New York
$8.66M +$16.6K +591 +0.2%
BGIM
45
Brandywine Global Investment Management
Pennsylvania
$8.04M +$7.61M +270,712 New
Skandinaviska Enskilda Banken (SEB)
46
Skandinaviska Enskilda Banken (SEB)
Sweden
$7.89M +$840K +29,900 +13%
CCMD
47
Cypress Capital Management (Delaware)
Delaware
$7.72M -$171K -6,085 -2%
FQ
48
First Quadrant
California
$7.04M -$2.68M -95,233 -29%
California Public Employees Retirement System
49
California Public Employees Retirement System
California
$6.96M +$226K +8,034 +4%
SI
50
Sprott Inc
Ontario, Canada
$6.83M – – –
1
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FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.