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Federated Hermes

282 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2017 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 99 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

207% more call options, than puts

Call options by funds: $894K | Put options by funds: $291K

7% more capital invested

Capital invested by funds: $2.41B → $2.59B (+$180M)

2.29% more ownership

Funds ownership: 83.71%86.01% (+2.3%)

1% more repeat investments, than reductions

Existing positions increased: 99 | Existing positions reduced: 98

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

0% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 29

1% less funds holding

Funds holding: 284282 (-2)

Holders
282
Holders Change
-2
Holders Change %
-0.7%
% of All Funds
7.03%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.17%
New
29
Increased
99
Reduced
98
Closed
29
Calls
$894K
Puts
$291K
Net Calls
+$603K
Net Calls Change
+$553K
Name Holding Trade Value Shares
Change
Change in
Stake
CP
151
Camelot Portfolios
Ohio
$769K +$29K +1,032 +4%
LSERS
152
Louisiana State Employees Retirement System
Louisiana
$757K +$36.5K +1,300 +5%
DCM
153
Dupont Capital Management
Delaware
$756K
Citadel Advisors
154
Citadel Advisors
Florida
$736K +$696K +24,782 New
Nisa Investment Advisors
155
Nisa Investment Advisors
Missouri
$734K -$117K -4,160 -14%
LMGAM
156
Liberty Mutual Group Asset Management
Massachusetts
$721K -$373K -13,280 -35%
HK
157
Horizon Kinetics
New York
$715K -$321K -11,434 -32%
WB
158
WesBanco Bank
West Virginia
$704K -$2.49M -88,561 -79%
TRSOTSOK
159
Teachers Retirement System of the State of Kentucky
Kentucky
$648K
CIC
160
Cornercap Investment Counsel
Georgia
$638K
SSA
161
Schonfeld Strategic Advisors
New York
$633K +$599K +21,301 New
Natixis Advisors
162
Natixis Advisors
Massachusetts
$606K +$95.2K +3,388 +20%
Thrivent Financial for Lutherans
163
Thrivent Financial for Lutherans
Minnesota
$603K +$44.7K +1,590 +8%
Russell Investments Group
164
Russell Investments Group
United Kingdom
$601K -$84.5K -3,009 -13%
Barclays
165
Barclays
United Kingdom
$584K -$385K -13,720 -41%
Cerity Partners
166
Cerity Partners
New York
$583K -$391K -13,920 -41%
State of Wisconsin Investment Board
167
State of Wisconsin Investment Board
Wisconsin
$574K +$11.5K +410 +2%
ProShare Advisors
168
ProShare Advisors
Maryland
$572K -$13.8K -491 -2%
SCA
169
STALEY CAPITAL ADVISERS
Pennsylvania
$568K +$21.7K +773 +4%
Envestnet Asset Management
170
Envestnet Asset Management
Illinois
$552K -$209K -7,427 -28%
AB
171
Amalgamated Bank
New York
$544K -$8.04K -286 -2%
BCM
172
Buckhead Capital Management
Georgia
$539K -$3.43M -122,060 -87%
CCMG
173
Clark Capital Management Group
Pennsylvania
$535K +$506K +17,999 New
LBC
174
Lowe Brockenbrough & Co
Virginia
$534K -$843 -30 -0.2%
URS
175
Utah Retirement Systems
Utah
$515K

FHI Hedge Fund Activity: Q3 2017 in Review

282 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2017, worth a combined $2.59B — up 7.4% from $2.41B a quarter earlier.

Fund positioning in FHI was balanced in Q3 2017: 29 funds opened new positions, 29 closed out, 99 added to existing stakes and 98 trimmed.

The largest buyer was Canada Life, adding an estimated $31M. The largest seller was Fidelity Investments, cutting an estimated $19.1M.

  • 282 institutional investors held Federated Hermes (FHI) as of Q3 2017, down from 284 in Q2 2017.
  • Funds reported $2.59B of Federated Hermes stock for Q3 2017, up 7.4% quarter-over-quarter.
  • 29 funds opened new Federated Hermes positions in Q3 2017 and 29 closed out, a net change of 0 holders.
  • The largest Federated Hermes buyer in Q3 2017 was Canada Life, an estimated $31M added.
  • The largest Federated Hermes seller in Q3 2017 was Fidelity Investments, an estimated $19.1M sold.

Based on aggregated 13F filings for Q3 2017.