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Federated Hermes

310 hedge funds and large institutions have $2.11B invested in Federated Hermes in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $783K

14% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 109

0.37% more ownership

Funds ownership: 76.07%76.45% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 316310 (-6)

9% less capital invested

Capital invested by funds: $2.32B → $2.11B (-$206M)

Holders
310
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
124
Reduced
109
Closed
37
Calls
$1.06M
Puts
$783K
Net Calls
+$278K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
26
Bank of America
North Carolina
$14.1M +$92.8K +2,767 +0.6%
Wellington Management Group
27
Wellington Management Group
Massachusetts
$13.9M -$21.6M -643,830 -60%
FRM
28
Foundation Resource Management
Arkansas
$13.8M +$11.1K +330 +0.1%
RA
29
Royce & Associates
New York
$12.9M +$453K +13,500 +4%
Balyasny Asset Management
30
Balyasny Asset Management
Illinois
$12.3M +$12.5M +373,038 New
Hotchkis & Wiley Capital Management
31
Hotchkis & Wiley Capital Management
California
$12.1M +$1.19M +35,605 +11%
LSV Asset Management
32
LSV Asset Management
Illinois
$11.9M +$12.2M +362,327 New
AG
33
Algert Global
California
$11.5M +$2.99M +89,140 +34%
CIM
34
Cambria Investment Management
California
$11.4M +$227K +6,765 +2%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$10.3M -$4.33M -128,912 -29%
IP
36
Interval Partners
New York
$10.1M -$3.48M -103,709 -25%
Bank of Montreal
37
Bank of Montreal
Ontario, Canada
$9.31M +$4.81M +143,363 +103%
AU
38
Algebris (UK)
United Kingdom
$9.29M -$86.1K -2,566 -0.8%
JP Morgan Chase
39
JP Morgan Chase
New York
$9.07M +$755K +22,496 +9%
Principal Financial Group
40
Principal Financial Group
Iowa
$8.59M -$1.33M -39,524 -13%
Renaissance Technologies
41
Renaissance Technologies
New York
$8.47M -$1.47M -43,900 -15%
Thrivent Financial for Lutherans
42
Thrivent Financial for Lutherans
Minnesota
$8.43M -$618K -18,427 -7%
Man Group
43
Man Group
United Kingdom
$7.97M +$1.14M +33,942 +16%
PP
44
Prospector Partners
Connecticut
$7.95M +$43.3K +1,290 +0.5%
Schroder Investment Management Group
45
Schroder Investment Management Group
United Kingdom
$7.67M -$3.62M -107,791 -32%
Voloridge Investment Management
46
Voloridge Investment Management
Florida
$7.31M +$4.68M +139,418 +168%
UBS AM
47
UBS AM
Illinois
$6.99M +$3.77M +112,501 +113%
CCB
48
Country Club Bank
Missouri
$6.84M -$272K -8,107 -4%
First Trust Advisors
49
First Trust Advisors
Illinois
$6.7M +$3.59M +106,957 +110%
HC
50
Hourglass Capital
Texas
$6.4M +$285K +8,500 +5%

FHI Hedge Fund Activity: Q2 2024 in Review

310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2024, worth a combined $2.11B — down 8.9% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FHI and 35 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 310 institutional investors held Federated Hermes (FHI) as of Q2 2024, down from 316 in Q1 2024.
  • Funds reported $2.11B of Federated Hermes stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 35 funds opened new Federated Hermes positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q2 2024 was AQR Capital Management, an estimated $42.3M added.
  • The largest Federated Hermes seller in Q2 2024 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2024.