We are live on ! Find out more
FHI icon

Federated Hermes

239 hedge funds and large institutions have $2.71B invested in Federated Hermes in 2014 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 80 increasing their positions, 89 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

149% more call options, than puts

Call options by funds: $3.4M | Put options by funds: $1.37M

0% more capital invested

Capital invested by funds: $2.71B → $2.71B (+$649K)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

1.55% less ownership

Funds ownership: 84.96%83.41% (-1.6%)

6% less funds holding

Funds holding: 253239 (-14)

10% less repeat investments, than reductions

Existing positions increased: 80 | Existing positions reduced: 89

43% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 28

Holders
239
Holders Change
-14
Holders Change %
-5.53%
% of All Funds
6.87%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
16
Increased
80
Reduced
89
Closed
28
Calls
$3.4M
Puts
$1.37M
Net Calls
+$2.04M
Net Calls Change
-$139K
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
51
Parametric Portfolio Associates
Washington
$5.85M -$619K -21,279 -10%
AIG
52
American International Group
New York
$5.84M -$110K -3,769 -2%
SIC
53
Schwartz Investment Counsel
Michigan
$5.83M
TCIM
54
TIAA CREF Investment Management
New York
$5.65M -$202K -6,949 -4%
CWP
55
Capital Wealth Planning
Florida
$5.56M
PR
56
Payden & Rygel
California
$5.46M +$2.23M +76,600 +76%
HCM
57
Herndon Capital Management
Georgia
$5.33M +$590K +20,278 +13%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$5.3M +$72.7K +2,500 +1%
BCM
59
Buckhead Capital Management
Georgia
$5.23M +$106K +3,635 +2%
Commonwealth Equity Services
60
Commonwealth Equity Services
Massachusetts
$5.08M +$1.26M +43,232 +36%
Morgan Stanley
61
Morgan Stanley
New York
$4.82M -$2.26M -77,598 -33%
NFA
62
Nationwide Fund Advisors
Ohio
$4.79M -$62.9K -2,162 -1%
New York State Teachers Retirement System (NYSTRS)
63
New York State Teachers Retirement System (NYSTRS)
New York
$4.6M
DCM
64
Decatur Capital Management
Georgia
$4.52M +$1.09M +37,400 +34%
RhumbLine Advisers
65
RhumbLine Advisers
Massachusetts
$4.35M -$310K -10,669 -7%
GF
66
Gabelli Funds
New York
$4.33M
DVM
67
Dreman Value Management
Florida
$4.26M -$89.1K -3,066 -2%
PCMF
68
Private Capital Management (Florida)
Florida
$4.18M -$1.07M -36,779 -21%
JP Morgan Chase
69
JP Morgan Chase
New York
$4.13M -$1.62M -55,762 -29%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$4.01M -$532K -18,290 -12%
State Board of Administration of Florida Retirement System
71
State Board of Administration of Florida Retirement System
Florida
$4M -$80.9K -2,782 -2%
NSAM
72
North Star Asset Management
Wisconsin
$3.99M +$81K +2,785 +2%
Manulife (Manufacturers Life Insurance)
73
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$3.76M -$490K -16,871 -12%
CS
74
Credit Suisse
Switzerland
$3.73M +$930 +32 +0%
COPPSERS
75
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.61M -$146K -5,017 -4%

FHI Hedge Fund Activity: Q2 2014 in Review

239 of the 3,479 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2014, worth a combined $2.71B — up 0.02% from $2.71B a quarter earlier.

Sellers outnumbered buyers: 28 funds closed out of FHI and 16 opened new positions — a net loss of 12 holders — while 89 trimmed existing stakes and 80 added.

The largest buyer was Norges Bank, adding an estimated $21.4M. The largest seller was Kayne Anderson Rudnick Investment Management, cutting an estimated $39.2M.

  • 239 institutional investors held Federated Hermes (FHI) as of Q2 2014, down from 253 in Q1 2014.
  • Funds reported $2.71B of Federated Hermes stock for Q2 2014, up 0.02% quarter-over-quarter.
  • 16 funds opened new Federated Hermes positions in Q2 2014 and 28 closed out, a net change of -12 holders.
  • The largest Federated Hermes buyer in Q2 2014 was Norges Bank, an estimated $21.4M added.
  • The largest Federated Hermes seller in Q2 2014 was Kayne Anderson Rudnick Investment Management, an estimated $39.2M sold.

Based on aggregated 13F filings for Q2 2014.