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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
NSAM
76
North Star Asset Management
Wisconsin
$3.52M -$270K -9,015 -7%
Retirement Systems of Alabama
77
Retirement Systems of Alabama
Alabama
$3.47M +$90.2K +3,011 +3%
COPPSERS
78
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.43M +$2.88K +96 +0.1%
DC
79
Davenport & Co
Virginia
$3.34M -$15K -499 -0.4%
Bank of America
80
Bank of America
North Carolina
$2.99M +$315K +10,517 +11%
Swiss National Bank
81
Swiss National Bank
Switzerland
$2.98M -$56.9K -1,900 -2%
BG
82
BlackRock Group
United Kingdom
$2.92M +$90.6K +3,025 +3%
U
83
UBS
Switzerland
$2.9M -$68.3K -2,279 -2%
First Trust Advisors
84
First Trust Advisors
Illinois
$2.71M -$5.71M -190,524 -67%
CS
85
Credit Suisse
Switzerland
$2.68M -$887K -29,614 -25%
FQ
86
First Quadrant
California
$2.65M
BIA
87
Biondo Investment Advisors
Pennsylvania
$2.57M +$98.4K +3,285 +4%
TPSF
88
Texas Permanent School Fund
Texas
$2.54M -$272K -9,070 -9%
BACM
89
Blue Arrow Capital Management
New York
$2.5M +$2.55M +85,000 New
CCT
90
Capital City Trust
Florida
$2.45M +$104K +3,480 +4%
MLICM
91
Metropolitan Life Insurance Company (MetLife)
New York
$2.44M +$36.6K +1,220 +1%
AIP
92
Ameritas Investment Partners
Nebraska
$2.37M +$1.99M +66,334 +461%
ICM
93
IMS Capital Management
Oregon
$2.28M -$514K -17,162 -18%
SKK
94
Shepherd Kaplan Krochuk
Massachusetts
$2.23M
HK
95
Horizon Kinetics
New York
$2.2M +$70K +2,335 +3%
Comerica Bank
96
Comerica Bank
Texas
$2.07M +$55.8K +1,861 +3%
State of Wisconsin Investment Board
97
State of Wisconsin Investment Board
Wisconsin
$2.03M +$13.8K +460 +0.7%
B
98
Baird
Wisconsin
$2.02M -$34.8K -1,160 -2%
FA
99
FDx Advisors
Illinois
$1.95M -$27.7K -924 -1%
ProShare Advisors
100
ProShare Advisors
Maryland
$1.92M +$144K +4,789 +8%

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.