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Federated Hermes

284 hedge funds and large institutions have $2.26B invested in Federated Hermes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $530K

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

13% more funds holding

Funds holding: 252284 (+32)

4% less capital invested

Capital invested by funds: $2.36B → $2.26B (-$100M)

2.19% less ownership

Funds ownership: 78.1%75.9% (-2.2%)

Holders
284
Holders Change
+32
Holders Change %
+12.7%
% of All Funds
7.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
58
Increased
102
Reduced
84
Closed
23
Calls
$4.28M
Puts
$530K
Net Calls
+$3.75M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
PP
51
Prospector Partners
Connecticut
$6.78M +$7.15M +236,800 New
Ameriprise
52
Ameriprise
Minnesota
$6.49M -$200K -6,634 -3%
FQ
53
First Quadrant
California
$6.36M +$6.7M +222,010 New
RJA
54
Raymond James & Associates
Florida
$5.61M +$1.38M +45,848 +31%
CWP
55
Capital Wealth Planning
Florida
$5.25M +$52.8K +1,750 +1%
AIG
56
American International Group
New York
$5.24M -$183K -6,058 -3%
SIC
57
Schwartz Investment Counsel
Michigan
$5.09M +$905K +30,000 +20%
Wells Fargo
58
Wells Fargo
California
$5.05M -$607K -20,111 -10%
RhumbLine Advisers
59
RhumbLine Advisers
Massachusetts
$5.04M +$48K +1,591 +0.9%
BCM
60
Buckhead Capital Management
Georgia
$5.03M +$225K +7,440 +4%
California State Teachers Retirement System (CalSTRS)
61
California State Teachers Retirement System (CalSTRS)
California
$4.98M +$82K +2,716 +2%
Boston Partners
62
Boston Partners
Massachusetts
$4.56M +$64.3K +2,131 +1%
NFA
63
Nationwide Fund Advisors
Ohio
$4.47M -$21.8K -723 -0.5%
AP
64
Appleton Partners
Massachusetts
$4.36M -$83K -2,750 -2%
EA
65
Emerald Advisers
Pennsylvania
$4.31M +$1.87M +61,940 +70%
New York State Teachers Retirement System (NYSTRS)
66
New York State Teachers Retirement System (NYSTRS)
New York
$4.26M
GF
67
Gabelli Funds
New York
$3.78M
PPA
68
Parametric Portfolio Associates
Washington
$3.77M -$746K -24,734 -16%
EGM
69
Engineers Gate Manager
New York
$3.64M +$3.24M +107,221 +544%
AIP
70
Ameritas Investment Partners
Nebraska
$3.57M +$375K +12,432 +11%
Bank of Montreal
71
Bank of Montreal
Ontario, Canada
$3.54M -$958K -31,738 -20%
Swiss National Bank
72
Swiss National Bank
Switzerland
$3.51M
Retirement Systems of Alabama
73
Retirement Systems of Alabama
Alabama
$3.49M +$29.5K +977 +0.8%
UOC
74
UBS O'Connor
Illinois
$3.44M +$3.62M +120,000 New
Capital Fund Management (CFM)
75
Capital Fund Management (CFM)
France
$3.43M +$3.61M +119,700 New

FHI Hedge Fund Activity: Q4 2015 in Review

284 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2015, worth a combined $2.26B — down 4.2% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FHI positions and 23 closed out — a net gain of 35 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $72.4M. The largest seller was Bank of America, cutting an estimated $201M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q4 2015, up from 252 in Q3 2015.
  • Funds reported $2.26B of Federated Hermes stock for Q4 2015, down 4.2% quarter-over-quarter.
  • 58 funds opened new Federated Hermes positions in Q4 2015 and 23 closed out, a net change of +35 holders.
  • The largest Federated Hermes buyer in Q4 2015 was Bank of New York Mellon, an estimated $72.4M added.
  • The largest Federated Hermes seller in Q4 2015 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.