Federated Hermes
310 hedge funds and large institutions have $2.4B invested in Federated Hermes in 2016 Q3 according to their latest regulatory filings, with 43 funds opening new positions, 121 increasing their positions, 101 reducing their positions, and 29 closing their positions.
48% more first-time investments, than exits
New positions opened: 43 | Existing positions closed: 29
20% more repeat investments, than reductions
Existing positions increased: 121 | Existing positions reduced: 101
4% more funds holding
Funds holding: 298 → 310 (+12)
2.52% more ownership
Funds ownership: 76.73% → 79.26% (+2.5%)
5% more capital invested
Capital invested by funds: $2.29B → $2.4B (+$108M)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
77% less call options, than puts
Call options by funds: $1.05M | Put options by funds: $4.6M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$15.2M |
| 2 |
SGAM
Smith Group Asset Management
Dallas,
Texas
|
+$10.9M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$10.2M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$9.67M |
| 5 |
NAP
New Amsterdam Partners
New York
|
+$9.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$21.1M |
| 2 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$15.5M |
| 3 |
RCM
Riverhead Capital Management
Wilmington,
Delaware
|
-$15.5M |
| 4 |
Macquarie Group
Sydney, NSW 2000,
Australia
|
-$14.3M |
| 5 |
CM
CS McKee
Pittsburgh,
Pennsylvania
|
-$9.06M |
FHI Hedge Fund Activity: Q3 2016 in Review
310 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2016, worth a combined $2.4B — up 4.7% from $2.29B a quarter earlier.
Buyers outnumbered sellers: 43 funds opened new FHI positions and 29 closed out — a net gain of 14 holders — while 121 added to existing stakes and 101 trimmed.
The largest buyer was BlackRock Fund Advisors, adding an estimated $15.2M. The largest seller was Royce & Associates, cutting an estimated $21.1M.
- 310 institutional investors held Federated Hermes (FHI) as of Q3 2016, up from 298 in Q2 2016.
- Funds reported $2.4B of Federated Hermes stock for Q3 2016, up 4.7% quarter-over-quarter.
- 43 funds opened new Federated Hermes positions in Q3 2016 and 29 closed out, a net change of +14 holders.
- The largest Federated Hermes buyer in Q3 2016 was BlackRock Fund Advisors, an estimated $15.2M added.
- The largest Federated Hermes seller in Q3 2016 was Royce & Associates, an estimated $21.1M sold.
Based on aggregated 13F filings for Q3 2016.