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Federated Hermes

244 hedge funds and large institutions have $2.54B invested in Federated Hermes in 2014 Q3 according to their latest regulatory filings, with 24 funds opening new positions, 93 increasing their positions, 78 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

389% more call options, than puts

Call options by funds: $4.04M | Put options by funds: $825K

41% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 17

19% more repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 78

2% more funds holding

Funds holding: 239244 (+5)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0.94% less ownership

Funds ownership: 83.41%82.47% (-0.94%)

6% less capital invested

Capital invested by funds: $2.71B → $2.54B (-$174M)

Holders
244
Holders Change
+5
Holders Change %
+2.09%
% of All Funds
7.08%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
24
Increased
93
Reduced
78
Closed
17
Calls
$4.04M
Puts
$825K
Net Calls
+$3.21M
Net Calls Change
+$1.18M
Name Holding Trade Value Shares
Change
Change in
Stake
FG
51
FSI Group
Ohio
$5.87M +$5.99M +200,000 New
TCIM
52
TIAA CREF Investment Management
New York
$5.68M +$320K +10,675 +6%
Millennium Management
53
Millennium Management
New York
$5.62M +$4.45M +148,376 +346%
AIG
54
American International Group
New York
$5.6M +$51.4K +1,714 +0.9%
HC
55
Hourglass Capital
Texas
$5.38M -$210K -7,000 -4%
CWP
56
Capital Wealth Planning
Florida
$5.28M
BCM
57
Buckhead Capital Management
Georgia
$5.13M +$167K +5,565 +3%
California State Teachers Retirement System (CalSTRS)
58
California State Teachers Retirement System (CalSTRS)
California
$5.13M +$99.5K +3,319 +2%
Commonwealth Equity Services
59
Commonwealth Equity Services
Massachusetts
$4.77M -$56.5K -1,886 -1%
NFA
60
Nationwide Fund Advisors
Ohio
$4.75M +$199K +6,652 +4%
TA
61
Teachers Advisors
New York
$4.69M +$2.98M +99,546 +166%
SIC
62
Schwartz Investment Counsel
Michigan
$4.65M -$899K -30,000 -16%
HCM
63
Herndon Capital Management
Georgia
$4.59M -$482K -16,075 -9%
PPA
64
Parametric Portfolio Associates
Washington
$4.53M -$1.05M -34,893 -18%
New York State Teachers Retirement System (NYSTRS)
65
New York State Teachers Retirement System (NYSTRS)
New York
$4.37M
Morgan Stanley
66
Morgan Stanley
New York
$4.3M -$283K -9,443 -6%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$4.14M +$9.8K +327 +0.2%
GF
68
Gabelli Funds
New York
$4.11M
DVM
69
Dreman Value Management
Florida
$4.1M +$53.6K +1,789 +1%
BCM
70
BlueMar Capital Management
Florida
$4.08M +$4.16M +138,800 New
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$3.81M
State Board of Administration of Florida Retirement System
72
State Board of Administration of Florida Retirement System
Florida
$3.81M +$11.6K +387 +0.3%
JP Morgan Chase
73
JP Morgan Chase
New York
$3.6M -$323K -10,792 -8%
DCM
74
Decatur Capital Management
Georgia
$3.56M -$755K -25,200 -17%
AP
75
AHL Partners
United Kingdom
$3.55M +$3.63M +121,018 New

FHI Hedge Fund Activity: Q3 2014 in Review

244 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2014, worth a combined $2.54B — down 6.4% from $2.71B a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new FHI positions and 17 closed out — a net gain of 7 holders — while 93 added to existing stakes and 78 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $10.4M. The largest seller was Royce & Associates, cutting an estimated $41.1M.

  • 244 institutional investors held Federated Hermes (FHI) as of Q3 2014, up from 239 in Q2 2014.
  • Funds reported $2.54B of Federated Hermes stock for Q3 2014, down 6.4% quarter-over-quarter.
  • 24 funds opened new Federated Hermes positions in Q3 2014 and 17 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q3 2014 was Managed Account Advisors, an estimated $10.4M added.
  • The largest Federated Hermes seller in Q3 2014 was Royce & Associates, an estimated $41.1M sold.

Based on aggregated 13F filings for Q3 2014.