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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
N
176
Nuveen
North Carolina
$476K
Rafferty Asset Management
177
Rafferty Asset Management
New York
$471K +$50K +1,779 +13%
GC
178
Globeflex Capital
California
$463K -$597K -21,240 -58%
AI
179
ArchPoint Investors
Florida
$463K +$84.6K +3,010 +24%
WCM
180
Wedge Capital Management
North Carolina
$460K -$68.3K -2,430 -14%
CBTWT
181
Community Bank & Trust (Waco, Texas)
Texas
$459K +$71.2K +2,534 +20%
FIM
182
Freedom Investment Management
Connecticut
$446K +$422K +15,032 New
Bank of Montreal
183
Bank of Montreal
Ontario, Canada
$435K +$58K +2,063 +16%
NAM
184
NTV Asset Management
West Virginia
$431K
COPPSERS
185
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$413K +$10.4K +371 +3%
Pacer Advisors
186
Pacer Advisors
Pennsylvania
$412K +$40.7K +1,447 +12%
GAM
187
Gotham Asset Management
New York
$407K +$9.16K +326 +2%
B
188
Barings
North Carolina
$403K
CCM
189
Cadence Capital Management
Massachusetts
$386K -$32.8K -1,168 -8%
OAM
190
Occidental Asset Management
California
$379K +$9.24K +329 +3%
NI
191
Numeric Investors
Massachusetts
$371K +$110K +3,900 +45%
NMIMC
192
Northwestern Mutual Investment Management Company
Wisconsin
$370K -$98.2K -3,496 -22%
RI
193
Ridgewood Investments
New Jersey
$369K -$3.23K -115 -0.9%
CI
194
Cigna Investments
Connecticut
$360K -$360K -12,798 -51%
SG Americas Securities
195
SG Americas Securities
New York
$359K -$740K -26,348 -69%
SAM
196
Securian Asset Management
Minnesota
$358K +$9.66K +344 +3%
RQS
197
Ramsey Quantitative Systems
Kentucky
$355K +$9.61K +342 +3%
NA
198
Neuburgh Advisers
California
$355K +$55.4K +1,972 +20%
Stifel Financial
199
Stifel Financial
Missouri
$349K +$115K +4,110 +54%
IG
200
ING Group
Netherlands
$347K +$11K +393 +3%

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.