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Federated Hermes

284 hedge funds and large institutions have $2.06B invested in Federated Hermes in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.37M

3% more capital invested

Capital invested by funds: $2B → $2.06B (+$61.1M)

0.3% more ownership

Funds ownership: 84.71%85.01% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 293284 (-9)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
100
Reduced
118
Closed
39
Calls
$2.72M
Puts
$1.37M
Net Calls
+$1.36M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
FI
151
FormulaFolio Investments
Michigan
$525K +$511K +21,747 New
LBC
152
Lowe Brockenbrough & Co
Virginia
$521K +$57.6K +2,450 +13%
JIM
153
Jensen Investment Management
Oregon
$503K
CIBC Private Wealth Group
154
CIBC Private Wealth Group
Georgia
$498K -$12.9K -550 -3%
TRSOTSOK
155
Teachers Retirement System of the State of Kentucky
Kentucky
$498K
ARTA
156
A.R.T. Advisors
New York
$494K -$2.1M -89,300 -81%
CCT
157
Capital City Trust
Florida
$486K -$118K -5,009 -20%
GCM
158
Gator Capital Management
Florida
$482K -$47K -2,000 -9%
AA
159
ALPS Advisors
Colorado
$477K +$148K +6,288 +47%
Connor, Clark & Lunn Investment Management (CC&L)
160
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$475K -$12.3K -525 -3%
COPPSERS
161
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$469K -$148K -6,289 -24%
LMGAM
162
Liberty Mutual Group Asset Management
Massachusetts
$458K
Cerity Partners
163
Cerity Partners
New York
$458K +$1.34K +57 +0.3%
RI
164
Ridgewood Investments
New Jersey
$446K +$79.6K +3,383 +22%
CIM
165
CIM Investment Management
Pennsylvania
$440K +$95.1K +4,044 +28%
NMIMC
166
Northwestern Mutual Investment Management Company
Wisconsin
$435K -$16.4K -698 -4%
HK
167
Horizon Kinetics
New York
$434K -$71.2K -3,027 -14%
WCM
168
Wedge Capital Management
North Carolina
$422K -$23.4K -993 -5%
SIC
169
Schwartz Investment Counsel
Michigan
$400K -$1.18M -50,000 -75%
M&T Bank
170
M&T Bank
New York
$393K -$525K -22,340 -58%
TD Asset Management
171
TD Asset Management
Ontario, Canada
$393K
Wolverine Trading
172
Wolverine Trading
Illinois
$390K +$380K +16,152 New
EVM
173
Eaton Vance Management
Massachusetts
$378K +$16.2K +689 +5%
XK
174
Xact Kapitalforvaltning
Sweden
$368K
OAM
175
Occidental Asset Management
California
$368K +$31.6K +1,345 +10%

FHI Hedge Fund Activity: Q3 2018 in Review

284 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2018, worth a combined $2.06B — up 3.1% from $2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 33 opened new positions — a net loss of 6 holders — while 118 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q3 2018, down from 293 in Q2 2018.
  • Funds reported $2.06B of Federated Hermes stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q3 2018 and 39 closed out, a net change of -6 holders.
  • The largest Federated Hermes buyer in Q3 2018 was BlackRock, an estimated $58.4M added.
  • The largest Federated Hermes seller in Q3 2018 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2018.