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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
SCM
126
Sterling Capital Management
North Carolina
$1.18M +$568K +18,820 +85%
MSA
127
Mason Street Advisors
Wisconsin
$1.14M +$15.8K +525 +1%
SOMRS
128
State of Michigan Retirement System
Michigan
$1.07M -$178K -5,900 -14%
NIC
129
Northwest Investment Counselors
Oregon
$1.06M +$111K +3,691 +11%
BUB
130
BBVA USA Bancshares
Texas
$1.06M +$535K +17,744 +93%
GCM
131
Gator Capital Management
Florida
$1.04M -$127K -4,192 -10%
JP Morgan Chase
132
JP Morgan Chase
New York
$985K -$686K -22,738 -40%
Credit Agricole
133
Credit Agricole
France
$974K +$798K +26,427 +349%
AG
134
Aperio Group
California
$916K -$674K -22,324 -41%
Janney Montgomery Scott
135
Janney Montgomery Scott
Pennsylvania
$900K +$280K +9,265 +42%
MERSOM
136
Municipal Employees' Retirement System of Michigan
Michigan
$881K +$11.5K +380 +1%
Two Sigma Advisers
137
Two Sigma Advisers
New York
$875K +$922K +30,550 New
NB
138
Norinchukin Bank
Japan
$860K
OPERF
139
Oregon Public Employees Retirement Fund
Oregon
$856K
SKK
140
Shepherd Kaplan Krochuk
Massachusetts
$845K -$406K -13,450 -31%
Ohio Public Employees Retirement System (OPERS)
141
Ohio Public Employees Retirement System (OPERS)
Ohio
$799K -$385K -12,755 -31%
COPPSERS
142
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$787K -$664 -22 -0.1%
LSERS
143
Louisiana State Employees Retirement System
Louisiana
$751K +$15.1K +500 +2%
DADC
144
D.A. Davidson & Co
Montana
$745K +$331K +10,984 +73%
SG Americas Securities
145
SG Americas Securities
New York
$743K +$783K +25,951 New
HNB
146
Huntington National Bank
Ohio
$742K -$510K -16,893 -39%
TI
147
Trexquant Investment
Connecticut
$728K +$413K +13,700 +117%
FNT
148
First National Trust
Pennsylvania
$723K -$34K -1,128 -4%
ProShare Advisors
149
ProShare Advisors
Maryland
$696K +$51.2K +1,697 +8%
BKBG
150
BHF Kleinwort Benson Group
Belgium
$696K +$304K +10,065 +71%

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.