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Federated Hermes

251 hedge funds and large institutions have $2.8B invested in Federated Hermes in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.25M

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $2.75B → $2.8B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 253251 (-2)

1.09% less ownership

Funds ownership: 80.04%78.95% (-1.1%)

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
21
Increased
104
Reduced
81
Closed
19
Calls
$3.95M
Puts
$1.25M
Net Calls
+$2.71M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
TCIM
51
TIAA CREF Investment Management
New York
$7.62M +$670K +20,180 +10%
State of Tennessee, Department of Treasury
52
State of Tennessee, Department of Treasury
Tennessee
$6.78M +$6.64M +200,000 New
AIG
53
American International Group
New York
$6.44M +$136K +4,083 +2%
CWP
54
Capital Wealth Planning
Florida
$6.15M
California State Teachers Retirement System (CalSTRS)
55
California State Teachers Retirement System (CalSTRS)
California
$5.87M -$102K -3,086 -2%
BCM
56
Buckhead Capital Management
Georgia
$5.72M -$187K -5,625 -3%
Commonwealth Equity Services
57
Commonwealth Equity Services
Massachusetts
$5.5M -$24.5K -737 -0.5%
NFA
58
Nationwide Fund Advisors
Ohio
$5.44M +$29.7K +895 +0.6%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$5.23M +$377K +11,370 +8%
DVM
60
Dreman Value Management
Florida
$5.17M +$238K +7,159 +5%
New York State Teachers Retirement System (NYSTRS)
61
New York State Teachers Retirement System (NYSTRS)
New York
$5.04M
SIC
62
Schwartz Investment Counsel
Michigan
$5.03M -$332K -10,000 -6%
AP
63
AHL Partners
United Kingdom
$5M +$2.02M +60,808 +70%
PPA
64
Parametric Portfolio Associates
Washington
$4.83M -$207K -6,234 -4%
GF
65
Gabelli Funds
New York
$4.58M -$166K -5,000 -4%
Wells Fargo
66
Wells Fargo
California
$4.23M +$932K +28,085 +29%
Retirement Systems of Alabama
67
Retirement Systems of Alabama
Alabama
$4.1M +$96.1K +2,894 +2%
CS
68
Credit Suisse
Switzerland
$3.92M +$773K +23,289 +25%
DC
69
Davenport & Co
Virginia
$3.88M +$16.6K +501 +0.4%
DCM
70
Decatur Capital Management
Georgia
$3.87M
AIP
71
Ameritas Investment Partners
Nebraska
$3.85M +$228K +6,884 +6%
NSAM
72
North Star Asset Management
Wisconsin
$3.81M -$280K -8,440 -7%
Millennium Management
73
Millennium Management
New York
$3.68M -$8.54M -257,412 -70%
HCM
74
Herndon Capital Management
Georgia
$3.65M -$1.96M -58,974 -35%
Swiss National Bank
75
Swiss National Bank
Switzerland
$3.54M +$23.2K +700 +0.7%

FHI Hedge Fund Activity: Q1 2015 in Review

251 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2015, worth a combined $2.8B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FHI positions and 19 closed out — a net gain of 2 holders — while 104 added to existing stakes and 81 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $26.9M. The largest seller was Boston Partners, cutting an estimated $54.4M.

  • 251 institutional investors held Federated Hermes (FHI) as of Q1 2015, down from 253 in Q4 2014.
  • Funds reported $2.8B of Federated Hermes stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 21 funds opened new Federated Hermes positions in Q1 2015 and 19 closed out, a net change of +2 holders.
  • The largest Federated Hermes buyer in Q1 2015 was Managed Account Advisors, an estimated $26.9M added.
  • The largest Federated Hermes seller in Q1 2015 was Boston Partners, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2015.