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Federated Hermes
FHI

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71% → 86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284 → 282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K

Top Buyers

1
Canada Life
Canada Life
Manitoba, Canada
+$31M
2
BlackRock
BlackRock
New York
+$26.1M
3
Victory Capital Management
Victory Capital Management
Texas
+$12.8M
4
First Trust Advisors
First Trust Advisors
Illinois
+$11.2M
5
BGIM
Brandywine Global Investment Management
Pennsylvania
+$7.61M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$19.1M
2
RA
Royce & Associates
New York
-$17.7M
3
Two Sigma Advisers
Two Sigma Advisers
New York
-$10.2M
4
Los Angeles Capital Management
Los Angeles Capital Management
California
-$6.55M
5
BCM
Buckhead Capital Management
Georgia
-$3.43M
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
101
Covington Investment Advisors
Pennsylvania
$2.46M -$82.7K -2,945 -3%
Citigroup
102
Citigroup
New York
$2.42M +$656K +23,359 +40%
EA
103
Edge Advisors
Georgia
$2.31M +$164K +5,846 +8%
CIBC Private Wealth Group
104
CIBC Private Wealth Group
Georgia
$2.28M -$27.7K -985 -1%
MOACM
105
Mutual of America Capital Management
New York
$2.27M +$78.3K +2,786 +4%
CAMG
106
CWA Asset Management Group
Florida
$2.26M -$8.32K -296 -0.4%
RCM
107
Radnor Capital Management
Pennsylvania
$2.22M – – –
CIC
108
Crawford Investment Counsel
Georgia
$2.21M -$183K -6,530 -8%
WG
109
Winton Group
United Kingdom
$2.17M +$2.05M +72,938 New
ZCM
110
Zebra Capital Management
Connecticut
$2.14M -$131K -4,667 -6%
HPIA
111
Hamilton Point Investment Advisors
North Carolina
$2.11M +$23.9K +850 +1%
TPSF
112
Texas Permanent School Fund
Texas
$2.07M +$52.9K +1,881 +3%
ECM
113
EagleClaw Capital Management
Massachusetts
$2.06M -$9.83K -350 -0.5%
SCM
114
Sterling Capital Management
North Carolina
$1.98M +$1.88M +66,800 New
ICM
115
IMS Capital Management
Oregon
$1.87M -$4.27K -152 -0.2%
EB
116
Eastern Bank
Massachusetts
$1.87M -$10.4K -370 -0.6%
CCT
117
Capital City Trust
Florida
$1.83M – – –
NIC
118
Northwest Investment Counselors
Oregon
$1.82M +$71.1K +2,531 +4%
JIR
119
James Investment Research
Ohio
$1.81M +$1.71M +60,900 New
AllianceBernstein
120
AllianceBernstein
Tennessee
$1.8M -$14K -500 -0.8%
LSV Asset Management
121
LSV Asset Management
Illinois
$1.72M +$1.63M +57,900 New
CM
122
Crestline Management
Texas
$1.68M +$1.59M +56,439 New
CIP
123
Convergence Investment Partners
Florida
$1.64M -$10K -357 -0.6%
ASRS
124
Arizona State Retirement System
Arizona
$1.61M +$421K +14,978 +38%
MC
125
Menta Capital
California
$1.57M -$764K -27,200 -34%
3 4
5
6 7

FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.