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Federated Hermes

310 hedge funds and large institutions have $2.11B invested in Federated Hermes in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $783K

14% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 109

0.37% more ownership

Funds ownership: 76.07%76.45% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 316310 (-6)

9% less capital invested

Capital invested by funds: $2.32B → $2.11B (-$206M)

Holders
310
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
124
Reduced
109
Closed
37
Calls
$1.06M
Puts
$783K
Net Calls
+$278K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
AFG
151
ABLE Financial Group
Arizona
$826K +$843K +25,128 New
FRM
152
Fox Run Management
Connecticut
$796K -$116K -3,445 -12%
MWA
153
MFA Wealth Advisors
Pennsylvania
$774K +$80.5K +2,400 +11%
Creative Planning
154
Creative Planning
Kansas
$763K -$2.28K -68 -0.3%
LSERS
155
Louisiana State Employees Retirement System
Louisiana
$746K -$26.8K -800 -3%
Ensign Peak Advisors
156
Ensign Peak Advisors
Utah
$746K
HSBC Holdings
157
HSBC Holdings
United Kingdom
$743K +$154K +4,576 +25%
ASRS
158
Arizona State Retirement System
Arizona
$736K -$4.5K -134 -0.6%
Pacer Advisors
159
Pacer Advisors
Pennsylvania
$728K +$199K +5,942 +37%
SEC
160
Seven Eight Capital
New York
$682K +$696K +20,735 New
Citigroup
161
Citigroup
New York
$666K +$216K +6,428 +47%
UA
162
Unison Advisors
District of Columbia
$652K +$5.13K +153 +0.8%
DCM
163
DGS Capital Management
New Jersey
$650K +$94.3K +2,812 +17%
VT
164
Vise Technologies
New York
$644K +$72.4K +2,158 +12%
SOMRS
165
State of Michigan Retirement System
Michigan
$637K -$23.5K -700 -3%
Capstone Investment Advisors
166
Capstone Investment Advisors
New York
$631K +$169K +5,031 +36%
VPIM
167
Vanguard Personalized Indexing Management
California
$624K +$138K +4,117 +28%
PCM
168
Prelude Capital Management
New York
$609K +$131K +3,903 +27%
ETC
169
Exchange Traded Concepts
Oklahoma
$599K +$29.3K +873 +5%
OR
170
Olympiad Research
Connecticut
$593K +$126K +3,762 +26%
Handelsbanken Fonder
171
Handelsbanken Fonder
Sweden
$590K
NMIMC
172
Northwestern Mutual Investment Management Company
Wisconsin
$589K -$10.4K -310 -2%
COPPSERS
173
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$585K -$9.56K -285 -2%
NMERB
174
New Mexico Educational Retirement Board
New Mexico
$569K
Squarepoint
175
Squarepoint
New York
$566K -$3.96M -118,171 -87%

FHI Hedge Fund Activity: Q2 2024 in Review

310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2024, worth a combined $2.11B — down 8.9% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FHI and 35 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 310 institutional investors held Federated Hermes (FHI) as of Q2 2024, down from 316 in Q1 2024.
  • Funds reported $2.11B of Federated Hermes stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 35 funds opened new Federated Hermes positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q2 2024 was AQR Capital Management, an estimated $42.3M added.
  • The largest Federated Hermes seller in Q2 2024 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2024.