Federated Hermes
316 hedge funds and large institutions have $2.32B invested in Federated Hermes in 2024 Q1 according to their latest regulatory filings, with 34 funds opening new positions, 112 increasing their positions, 122 reducing their positions, and 38 closing their positions.
122% more call options, than puts
Call options by funds: $1.68M | Put options by funds: $759K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
4% more capital invested
Capital invested by funds: $2.22B → $2.32B (+$97.2M)
0.07% less ownership
Funds ownership: 76.14% → 76.07% (-0.07%)
8% less repeat investments, than reductions
Existing positions increased: 112 | Existing positions reduced: 122
2% less funds holding
Funds holding: 322 → 316 (-6)
11% less first-time investments, than exits
New positions opened: 34 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$35.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$29.3M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$28.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$12.3M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$69.5M |
| 2 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$56.8M |
| 3 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.2M |
| 4 |
Millennium Management
New York
|
-$20.3M |
| 5 |
D.E. Shaw & Co
New York
|
-$14.4M |
FHI Hedge Fund Activity: Q1 2024 in Review
316 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2024, worth a combined $2.32B — up 4.4% from $2.22B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of FHI and 34 opened new positions — a net loss of 4 holders — while 122 trimmed existing stakes and 112 added.
The largest buyer was AllianceBernstein, adding an estimated $35.9M. The largest seller was Morgan Stanley, cutting an estimated $69.5M.
- 316 institutional investors held Federated Hermes (FHI) as of Q1 2024, down from 322 in Q4 2023.
- Funds reported $2.32B of Federated Hermes stock for Q1 2024, up 4.4% quarter-over-quarter.
- 34 funds opened new Federated Hermes positions in Q1 2024 and 38 closed out, a net change of -4 holders.
- The largest Federated Hermes buyer in Q1 2024 was AllianceBernstein, an estimated $35.9M added.
- The largest Federated Hermes seller in Q1 2024 was Morgan Stanley, an estimated $69.5M sold.
Based on aggregated 13F filings for Q1 2024.