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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
DCM
76
Decatur Capital Management
Georgia
$3.39M +$618K +20,482 +21%
DC
77
Davenport & Co
Virginia
$3.35M +$70.7K +2,342 +2%
WBG
78
Wharton Business Group
Pennsylvania
$3.2M +$2.92M +96,865 +648%
NSAM
79
North Star Asset Management
Wisconsin
$3.16M -$31.1K -1,030 -0.9%
AIU
80
Algebris Investments (UK)
United Kingdom
$3.15M +$3.31M +109,800 New
UBS Group
81
UBS Group
Switzerland
$3.12M +$1.05M +34,701 +47%
BCM
82
BlueMar Capital Management
Florida
$3.07M +$3.24M +107,300 New
CC
83
Cipher Capital
New York
$3.05M +$3.21M +106,501 New
PR
84
Payden & Rygel
California
$3.04M -$6.83M -226,200 -68%
BIA
85
Biondo Investment Advisors
Pennsylvania
$2.95M +$108K +3,575 +4%
State Board of Administration of Florida Retirement System
86
State Board of Administration of Florida Retirement System
Florida
$2.94M
BG
87
BlackRock Group
United Kingdom
$2.88M -$471K -15,617 -13%
CAMG
88
CWA Asset Management Group
Florida
$2.82M +$2.97M +98,281 New
AL
89
Airain Ltd
Guernsey
$2.57M +$2.71M +89,702 New
MLICM
90
Metropolitan Life Insurance Company (MetLife)
New York
$2.51M +$3.65K +121 +0.1%
UBS AM
91
UBS AM
Illinois
$2.46M +$200K +6,643 +8%
ICM
92
IMS Capital Management
Oregon
$2.39M +$507K +16,807 +25%
TPSF
93
Texas Permanent School Fund
Texas
$2.25M -$936 -31 -0%
CCT
94
Capital City Trust
Florida
$2.23M -$206K -6,832 -8%
CG
95
Clinton Group
New York
$2.21M +$2.32M +77,023 New
CS
96
Comerica Securities
Michigan
$2.15M -$156K -5,172 -6%
TA
97
Teachers Advisors
New York
$2.09M -$29.8K -989 -1%
CIBC Private Wealth Group
98
CIBC Private Wealth Group
Georgia
$2.08M +$333K +11,045 +18%
WB
99
WesBanco Bank
West Virginia
$2.06M +$1.88M +62,354 +644%
Citigroup
100
Citigroup
New York
$1.98M +$1.89M +62,658 +967%

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.