Federated Hermes
FHI
296 hedge funds and large institutions have $2.28B invested in Federated Hermes in 2017 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 125 increasing their positions, 104 reducing their positions, and 48 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 125 | Existing positions reduced: 104
0.88% more ownership
Funds ownership: 84.13% → 85.01% (+0.88%)
6% less capital invested
Capital invested by funds: $2.43B → $2.28B (-$153M)
8% less funds holding
Funds holding: 321 → 296 (-25)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
38% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 48
81% less call options, than puts
Call options by funds: $258K | Put options by funds: $1.35M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$265M |
| 2 |
HCM
Hamlin Capital Management
New York
|
+$14.4M |
| 3 |
RA
Royce & Associates
New York
|
+$12.3M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$11M |
| 5 |
CM
Capital Management
Glen Allen,
Virginia
|
+$8.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Renaissance Technologies
New York
|
-$11.3M |
| 2 |
Kayne Anderson Rudnick Investment Management
Los Angeles,
California
|
-$7.68M |
| 3 |
NAP
New Amsterdam Partners
New York
|
-$7.4M |
| 4 |
Capital Fund Management (CFM)
Paris,
France
|
-$6.95M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$6.65M |
FHI Hedge Fund Activity: Q1 2017 in Review
296 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2017, worth a combined $2.28B — down 6.3% from $2.43B a quarter earlier.
Sellers outnumbered buyers: 48 funds closed out of FHI and 30 opened new positions — a net loss of 18 holders — while 104 trimmed existing stakes and 125 added.
The largest buyer was BlackRock, adding an estimated $265M. The largest seller was Renaissance Technologies, cutting an estimated $11.3M.
- 296 institutional investors held Federated Hermes (FHI) as of Q1 2017, down from 321 in Q4 2016.
- Funds reported $2.28B of Federated Hermes stock for Q1 2017, down 6.3% quarter-over-quarter.
- 30 funds opened new Federated Hermes positions in Q1 2017 and 48 closed out, a net change of -18 holders.
- The largest Federated Hermes buyer in Q1 2017 was BlackRock, an estimated $265M added.
- The largest Federated Hermes seller in Q1 2017 was Renaissance Technologies, an estimated $11.3M sold.
Based on aggregated 13F filings for Q1 2017.