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Federated Hermes

284 hedge funds and large institutions have $2.06B invested in Federated Hermes in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.37M

3% more capital invested

Capital invested by funds: $2B → $2.06B (+$61.1M)

0.3% more ownership

Funds ownership: 84.71%85.01% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 293284 (-9)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
100
Reduced
118
Closed
39
Calls
$2.72M
Puts
$1.37M
Net Calls
+$1.36M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
76
GAMCO Investors
Connecticut
$2.88M +$971K +41,305 +53%
Los Angeles Capital Management
77
Los Angeles Capital Management
California
$2.83M +$2.76M +117,153 New
NAP
78
New Amsterdam Partners
New York
$2.8M -$536K -22,771 -16%
Two Sigma Advisers
79
Two Sigma Advisers
New York
$2.67M -$2.01M -85,400 -44%
New York State Common Retirement Fund
80
New York State Common Retirement Fund
New York
$2.6M -$5.31M -225,800 -68%
MIM
81
MetLife Investment Management
New Jersey
$2.48M -$34.2K -1,453 -1%
Two Sigma Investments
82
Two Sigma Investments
New York
$2.44M -$4.17M -177,226 -64%
RB
83
Rodgers Brothers
Pennsylvania
$2.42M -$358K -15,243 -13%
Russell Investments Group
84
Russell Investments Group
United Kingdom
$2.38M +$1.87M +79,429 +409%
AAMU
85
AEGON Asset Management (UK)
United Kingdom
$2.38M +$1.5M +63,856 +183%
CS
86
Credit Suisse
Switzerland
$2.36M -$598K -25,419 -21%
Barclays
87
Barclays
United Kingdom
$2.35M +$1.73M +73,448 +307%
CWM
88
Cornerstone Wealth Management
Missouri
$2.18M +$443K +18,852 +39%
MOACM
89
Mutual of America Capital Management
New York
$1.99M +$11.2K +476 +0.6%
AP
90
Appleton Partners
Massachusetts
$1.96M -$21.8K -925 -1%
EB
91
Eastern Bank
Massachusetts
$1.95M +$451K +19,171 +31%
Citadel Advisors
92
Citadel Advisors
Florida
$1.91M -$2.21M -93,933 -54%
HPIA
93
Hamilton Point Investment Advisors
North Carolina
$1.87M +$11.5K +490 +0.6%
CAMG
94
CWA Asset Management Group
Florida
$1.79M -$21K -894 -1%
PCM
95
Piermont Capital Management
Missouri
$1.77M -$135K -5,720 -7%
GF
96
Gabelli Funds
New York
$1.71M -$541K -23,000 -24%
UBS AM
97
UBS AM
Illinois
$1.7M
KBC Group
98
KBC Group
Belgium
$1.67M -$91.7K -3,901 -5%
IA
99
IndexIQ Advisors
New York
$1.64M +$60.4K +2,569 +4%
WI
100
WBI Investments
New Jersey
$1.64M +$1.6M +68,080 New

FHI Hedge Fund Activity: Q3 2018 in Review

284 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2018, worth a combined $2.06B — up 3.1% from $2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 33 opened new positions — a net loss of 6 holders — while 118 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q3 2018, down from 293 in Q2 2018.
  • Funds reported $2.06B of Federated Hermes stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q3 2018 and 39 closed out, a net change of -6 holders.
  • The largest Federated Hermes buyer in Q3 2018 was BlackRock, an estimated $58.4M added.
  • The largest Federated Hermes seller in Q3 2018 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2018.