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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
VOYA Investment Management
126
VOYA Investment Management
Georgia
$1.43M -$5.54K -167 -0.4%
JFGIW
127
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.36M -$88.8K -2,675 -6%
RB
128
Rodgers Brothers
Pennsylvania
$1.32M +$18.3K +550 +1%
MSA
129
Mason Street Advisors
Wisconsin
$1.3M -$208K -6,273 -14%
RJA
130
Raymond James & Associates
Florida
$1.26M +$1.24M +37,260 New
Barclays
131
Barclays
United Kingdom
$1.13M -$170K -5,121 -13%
LMGAM
132
Liberty Mutual Group Asset Management
Massachusetts
$1.1M +$54.3K +1,636 +5%
NIC
133
Northwest Investment Counselors
Oregon
$1.07M -$11.2K -338 -1%
DC
134
Deschaine & Company
Illinois
$1.05M -$19.9K -600 -2%
NB
135
Norinchukin Bank
Japan
$1.02M
OPERF
136
Oregon Public Employees Retirement Fund
Oregon
$989K +$36.5K +1,100 +4%
ProShare Advisors
137
ProShare Advisors
Maryland
$984K -$112K -3,371 -10%
MERSOM
138
Municipal Employees' Retirement System of Michigan
Michigan
$976K -$73.4K -2,210 -7%
IPC
139
Independent Portfolio Consultants
Florida
$965K +$932K +28,090 +7,111%
FNT
140
First National Trust
Pennsylvania
$856K -$87.3K -2,631 -9%
COPPSERS
141
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$844K -$2.43M -73,328 -75%
LSERS
142
Louisiana State Employees Retirement System
Louisiana
$827K -$49.8K -1,500 -6%
SCM
143
Sterling Capital Management
North Carolina
$813K +$29.9K +900 +4%
Susquehanna International Group
144
Susquehanna International Group
Pennsylvania
$783K +$269K +8,092 +54%
BF
145
BOK Financial
Oklahoma
$762K +$132K +3,979 +21%
IRF
146
IBM Retirement Fund
New York
$754K -$1.29K -39 -0.2%
GCP
147
GSA Capital Partners
United Kingdom
$753K +$113K +3,406 +18%
PP
148
Paloma Partners
Connecticut
$742K +$727K +21,889 New
TRSOTSOK
149
Teachers Retirement System of the State of Kentucky
Kentucky
$729K
JIM
150
Jupiter Investment Management
United Kingdom
$721K +$707K +21,304 New

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.