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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
ICM
101
IMS Capital Management
Oregon
$1.99M +$37.9K +1,143 +2%
CIBC Private Wealth Group
102
CIBC Private Wealth Group
Georgia
$1.98M -$3.98K -120 -0.2%
Nisa Investment Advisors
103
Nisa Investment Advisors
Missouri
$1.96M +$49.8K +1,500 +3%
B
104
Baird
Wisconsin
$1.94M -$1.09M -32,695 -36%
UBS AM
105
UBS AM
Illinois
$1.87M +$59.7K +1,800 +3%
SKK
106
Shepherd Kaplan Krochuk
Massachusetts
$1.85M -$715K -21,534 -28%
Credit Agricole
107
Credit Agricole
France
$1.84M
N
108
Nuveen
North Carolina
$1.84M
Legal & General Group
109
Legal & General Group
United Kingdom
$1.81M +$308K +9,294 +21%
Citigroup
110
Citigroup
New York
$1.74M +$1.36M +41,125 +399%
M&T Bank
111
M&T Bank
New York
$1.73M +$51.2K +1,544 +3%
EA
112
Emerald Advisers
Pennsylvania
$1.7M
BlackRock
113
BlackRock
New York
$1.69M +$883K +26,594 +114%
Bank of America
114
Bank of America
North Carolina
$1.69M -$1.47M -44,428 -47%
OA
115
Oxbow Advisors
Texas
$1.68M -$183K -5,515 -10%
CA
116
Continental Advisors
Utah
$1.67M
Kayne Anderson Rudnick Investment Management
117
Kayne Anderson Rudnick Investment Management
California
$1.65M +$363K +10,937 +29%
ANTB
118
AMG National Trust Bank
Colorado
$1.62M -$284K -8,570 -15%
ECM
119
EagleClaw Capital Management
Massachusetts
$1.59M +$96.3K +2,900 +7%
HNB
120
Huntington National Bank
Ohio
$1.57M +$33.3K +1,002 +2%
KBC Group
121
KBC Group
Belgium
$1.55M +$1.51M +45,625 New
Renaissance Technologies
122
Renaissance Technologies
New York
$1.51M -$1.49M -44,800 -50%
Ohio Public Employees Retirement System (OPERS)
123
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.51M -$2.62K -79 -0.2%
GCM
124
Gator Capital Management
Florida
$1.5M -$187K -5,634 -11%
SOMRS
125
State of Michigan Retirement System
Michigan
$1.46M -$69.7K -2,100 -5%

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.