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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
GT
151
Glenmede Trust
Pennsylvania
$686K +$64.2K +1,934 +11%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$652K +$77.2K +2,325 +14%
FWM
153
Frontier Wealth Management
Missouri
$644K
HA
154
Hamel Associates
New Jersey
$644K
CCMD
155
Cypress Capital Management (Delaware)
Delaware
$598K -$18.3K -550 -3%
Capital Fund Management (CFM)
156
Capital Fund Management (CFM)
France
$596K +$156K +4,700 +36%
AG
157
Aperio Group
California
$581K +$28.2K +851 +5%
URS
158
Utah Retirement Systems
Utah
$564K +$16.6K +500 +3%
PAM
159
Princeton Alpha Management
New Jersey
$556K +$243K +7,320 +81%
SG Americas Securities
160
SG Americas Securities
New York
$512K +$44.8K +1,349 +10%
TD Asset Management
161
TD Asset Management
Ontario, Canada
$505K -$176K -5,300 -26%
PA
162
Profund Advisors
Maryland
$493K +$72.6K +2,188 +18%
PAM
163
Paradigm Asset Management
New York
$464K
SAM
164
Securian Asset Management
Minnesota
$461K +$9.49K +286 +2%
WCM
165
Wedge Capital Management
North Carolina
$458K
CCM
166
Cadence Capital Management
Massachusetts
$452K -$27.5K -828 -6%
CIC
167
Crawford Investment Counsel
Georgia
$443K +$47.8K +1,440 +12%
Loomis, Sayles & Company
168
Loomis, Sayles & Company
Massachusetts
$442K +$9.26K +279 +2%
HC
169
Hourglass Capital
Texas
$437K -$3.73M -112,250 -90%
NI
170
Numeric Investors
Massachusetts
$427K +$418K +12,600 New
DADC
171
D.A. Davidson & Co
Montana
$423K +$289K +8,710 +231%
CC
172
Cipher Capital
New York
$399K +$391K +11,773 New
AP
173
Appleton Partners
Massachusetts
$397K -$12.6K -380 -3%
WTB
174
Washington Trust Bank
Washington
$390K
IIC
175
Ironwood Investment Counsel
Arizona
$388K -$1.66K -50 -0.4%

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.