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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
PAM
151
Princeton Alpha Management
New Jersey
$693K +$730K +24,184 New
GCP
152
GSA Capital Partners
United Kingdom
$691K +$728K +24,127 New
Grantham, Mayo, Van Otterloo & Co (GMO)
153
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$688K -$193K -6,400 -21%
BAC
154
Boys Arnold & Co
North Carolina
$685K +$722K +23,925 New
Tudor Investment Corp
155
Tudor Investment Corp
Connecticut
$670K +$706K +23,400 New
RFC
156
Russell Frank Company
Washington
$641K -$26.8K -889 -4%
IRF
157
IBM Retirement Fund
New York
$621K +$49.2K +1,630 +8%
TRSOTSOK
158
Teachers Retirement System of the State of Kentucky
Kentucky
$616K
SGH
159
Schonfeld Group Holdings
New York
$601K +$633K +20,990 New
RJFSA
160
Raymond James Financial Services Advisors
Florida
$591K +$623K +20,643 New
NIT
161
NumerixS Investment Technologies
British Columbia, Canada
$582K +$613K +20,300 New
RCM
162
Riverhead Capital Management
Delaware
$564K +$444K +14,700 +294%
Envestnet Asset Management
163
Envestnet Asset Management
Illinois
$547K +$57.7K +1,913 +11%
FWM
164
Frontier Wealth Management
Missouri
$544K
Capstone Investment Advisors
165
Capstone Investment Advisors
New York
$531K +$560K +18,551 New
First Trust Advisors
166
First Trust Advisors
Illinois
$525K -$1.16M -38,548 -68%
FANJ
167
Financial Architects (New Jersey)
New Jersey
$521K +$548K +18,175 New
CB
168
Commerce Bank
Missouri
$510K -$21.6K -715 -4%
WCM
169
Wedge Capital Management
North Carolina
$497K +$64.1K +2,125 +14%
Mackenzie Financial
170
Mackenzie Financial
Ontario, Canada
$485K +$149K +4,943 +41%
PAM
171
Panagora Asset Management
Massachusetts
$483K
URS
172
Utah Retirement Systems
Utah
$480K
BF
173
BOK Financial
Oklahoma
$473K +$176K +5,821 +55%
Nomura Holdings
174
Nomura Holdings
Japan
$464K +$486K +16,090 New
PP
175
Paloma Partners
Connecticut
$462K +$486K +16,111 New

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.