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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
State of Wisconsin Investment Board
101
State of Wisconsin Investment Board
Wisconsin
$1.95M -$51K -1,690 -2%
MOACM
102
Mutual of America Capital Management
New York
$1.77M -$51K -1,691 -3%
LMGAM
103
Liberty Mutual Group Asset Management
Massachusetts
$1.76M +$627K +20,792 +51%
Kayne Anderson Rudnick Investment Management
104
Kayne Anderson Rudnick Investment Management
California
$1.72M -$181K -5,995 -9%
Baird Financial Group
105
Baird Financial Group
Wisconsin
$1.71M +$146K +4,825 +9%
ECM
106
EagleClaw Capital Management
Massachusetts
$1.7M +$72.4K +2,400 +4%
Legal & General Group
107
Legal & General Group
United Kingdom
$1.65M -$363K -12,036 -17%
CIC
108
Crawford Investment Counsel
Georgia
$1.6M +$618K +20,495 +58%
Federated Hermes
109
Federated Hermes
Pennsylvania
$1.6M
MPAM
110
Murphy Pohlad Asset Management
Minnesota
$1.6M -$90.5K -3,000 -5%
AllianceBernstein
111
AllianceBernstein
Tennessee
$1.57M -$24.5K -812 -1%
M&T Bank
112
M&T Bank
New York
$1.45M +$38.6K +1,280 +3%
CA
113
Continental Advisors
Utah
$1.42M
HCM
114
Herndon Capital Management
Georgia
$1.41M -$808K -26,778 -35%
BlackRock
115
BlackRock
New York
$1.4M +$62.9K +2,083 +4%
Nisa Investment Advisors
116
Nisa Investment Advisors
Missouri
$1.36M -$151K -5,000 -10%
ARTA
117
A.R.T. Advisors
New York
$1.35M +$1.42M +47,018 New
ANTB
118
AMG National Trust Bank
Colorado
$1.35M +$4.68K +155 +0.3%
ASRS
119
Arizona State Retirement System
Arizona
$1.35M +$105K +3,470 +8%
RB
120
Rodgers Brothers
Pennsylvania
$1.34M +$130K +4,300 +10%
JHIU
121
Janus Henderson Investors US
Colorado
$1.32M -$631K -20,900 -31%
BA
122
BlackRock Advisors
Delaware
$1.32M +$738K +24,463 +114%
DCM
123
Dynamic Capital Management
Jersey
$1.31M +$1.01M +33,605 +279%
BTS
124
BB&T Securities
Virginia
$1.21M -$64.8K -2,147 -5%
VOYA Investment Management
125
VOYA Investment Management
Georgia
$1.19M -$33.4K -1,107 -3%

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.