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Federated Hermes

288 hedge funds and large institutions have $2.83B invested in Federated Hermes in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.14M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $2.47B → $2.83B (+$359M)

1% more funds holding

Funds holding: 286288 (+2)

0.49% less ownership

Funds ownership: 84.67%84.18% (-0.49%)

24% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 114

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
37
Increased
87
Reduced
114
Closed
28
Calls
$1.8M
Puts
$1.14M
Net Calls
+$660K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
N
26
Nuveen
North Carolina
$17.2M +$12.6M +400,145 +307%
Principal Financial Group
27
Principal Financial Group
Iowa
$16.7M -$296K -9,369 -2%
Balyasny Asset Management
28
Balyasny Asset Management
Illinois
$16.6M +$12.7M +402,360 +369%
Alyeska Investment Group
29
Alyeska Investment Group
Illinois
$16.5M +$15M +473,912 +1,415%
PPA
30
Parametric Portfolio Associates
Washington
$16.3M -$353K -11,174 -2%
Ameriprise
31
Ameriprise
Minnesota
$14.4M -$3.24M -102,461 -19%
PP
32
Prospector Partners
Connecticut
$14.2M -$411K -13,000 -3%
Bank of America
33
Bank of America
North Carolina
$13.7M -$9.05M -286,461 -40%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$13.3M -$693K -21,948 -5%
RA
35
Royce & Associates
New York
$12M -$3.15M -99,705 -21%
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$11.5M -$352K -11,142 -3%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$11.5M +$356K +11,276 +3%
JP Morgan Chase
38
JP Morgan Chase
New York
$11.2M -$2.59M -81,883 -19%
Victory Capital Management
39
Victory Capital Management
Texas
$11M -$203K -6,433 -2%
STB
40
S&T Bank
Pennsylvania
$10.2M -$14.3K -454 -0.1%
CCT
41
Country Club Trust
Missouri
$10M +$842K +26,667 +9%
GC
42
Gillson Capital
Illinois
$9.64M +$9.37M +296,742 New
RhumbLine Advisers
43
RhumbLine Advisers
Massachusetts
$9.52M -$45.7K -1,447 -0.5%
FRM
44
Foundation Resource Management
Arkansas
$9.36M -$43.6K -1,380 -0.5%
AG
45
Aperio Group
California
$9.2M +$133K +4,222 +2%
AllianceBernstein
46
AllianceBernstein
Tennessee
$8.24M +$19.3K +610 +0.2%
AIG
47
American International Group
New York
$8.05M -$109K -3,459 -1%
MC
48
Muhlenkamp & Co
Pennsylvania
$8.03M -$16.1K -511 -0.2%
HC
49
Hourglass Capital
Texas
$7.87M +$37.9K +1,200 +0.5%
Legal & General Group
50
Legal & General Group
United Kingdom
$7.72M +$2.99M +94,639 +66%

FHI Hedge Fund Activity: Q2 2019 in Review

288 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2019, worth a combined $2.83B — up 15% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FHI positions and 28 closed out — a net gain of 9 holders — while 87 added to existing stakes and 114 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $38.8M. The largest seller was Anchor Capital Advisors, cutting an estimated $18.1M.

  • 288 institutional investors held Federated Hermes (FHI) as of Q2 2019, up from 286 in Q1 2019.
  • Funds reported $2.83B of Federated Hermes stock for Q2 2019, up 15% quarter-over-quarter.
  • 37 funds opened new Federated Hermes positions in Q2 2019 and 28 closed out, a net change of +9 holders.
  • The largest Federated Hermes buyer in Q2 2019 was Citadel Advisors, an estimated $38.8M added.
  • The largest Federated Hermes seller in Q2 2019 was Anchor Capital Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2019.