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Federated Hermes

286 hedge funds and large institutions have $2.47B invested in Federated Hermes in 2019 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 100 increasing their positions, 101 reducing their positions, and 41 closing their positions.

New
Increased
Maintained
Reduced
Closed

437% more call options, than puts

Call options by funds: $3.51M | Put options by funds: $653K

17% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 41

12% more capital invested

Capital invested by funds: $2.22B → $2.47B (+$256M)

1% more funds holding

Funds holding: 284286 (+2)

1% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 101

1.45% less ownership

Funds ownership: 86.12%84.67% (-1.5%)

13% less funds holding in top 10

Funds holding in top 10: 87 (-1)

Holders
286
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.19%
Holding in Top 10
7
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-12.5%
% of All Funds
0.15%
New
48
Increased
100
Reduced
101
Closed
41
Calls
$3.51M
Puts
$653K
Net Calls
+$2.86M
Net Calls Change
+$105K
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
176
TD Asset Management
Ontario, Canada
$375K -$97.2K -3,500 -21%
SOADOR
177
State of Alaska Department of Revenue
Alaska
$374K -$778 -28 -0.2%
UA
178
Unison Advisors
District of Columbia
$358K +$3.47K +125 +1%
MFG
179
Magnus Financial Group
New York
$356K
WCM
180
Wedge Capital Management
North Carolina
$354K -$9.11K -328 -3%
SXL
181
Summit X LLC
Missouri
$349K +$329K +11,851 New
CIC
182
Crawford Investment Counsel
Georgia
$348K
BTS
183
BB&T Securities
Virginia
$347K +$71.9K +2,588 +28%
RCM
184
Riverhead Capital Management
Delaware
$343K +$41.7K +1,500 +15%
SVWA
185
Sound View Wealth Advisors
Georgia
$342K
SAM
186
Securian Asset Management
Minnesota
$341K
ICM
187
IMS Capital Management
Oregon
$329K -$15K -541 -5%
LB
188
Landmark Bank
Missouri
$326K -$48.5K -1,748 -14%
Fifth Third Bancorp
189
Fifth Third Bancorp
Ohio
$320K +$55.6K +2,003 +22%
PA
190
Profund Advisors
Maryland
$317K +$68.9K +2,480 +30%
WCM
191
Whitener Capital Management
North Carolina
$304K -$5.55K -200 -2%
TAM
192
Tyers Asset Management
Texas
$302K +$38.5K +1,386 +16%
SG Americas Securities
193
SG Americas Securities
New York
$298K +$282K +10,166 New
WAP
194
Wealthcare Advisory Partners
Pennsylvania
$295K
SFG
195
Summit Financial Group
West Virginia
$293K
LTFS
196
Ladenburg Thalmann Financial Services
Florida
$290K +$46.4K +1,670 +20%
EIC
197
Equity Investment Corp
Georgia
$288K -$26.7K -960 -9%
DTL
198
Dynamic Technology Lab
Singapore
$285K +$270K +9,724 New
MWA
199
MFA Wealth Advisors
Pennsylvania
$283K
Mercer Global Advisors
200
Mercer Global Advisors
Colorado
$280K +$265K +9,542 New

FHI Hedge Fund Activity: Q1 2019 in Review

286 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2019, worth a combined $2.47B — up 12% from $2.22B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new FHI positions and 41 closed out — a net gain of 7 holders — while 100 added to existing stakes and 101 trimmed.

The largest buyer was Arrowstreet Capital, opening a new position worth an estimated $29.8M. The largest seller was AQR Capital Management, cutting an estimated $18M.

  • 286 institutional investors held Federated Hermes (FHI) as of Q1 2019, up from 284 in Q4 2018.
  • Funds reported $2.47B of Federated Hermes stock for Q1 2019, up 12% quarter-over-quarter.
  • 48 funds opened new Federated Hermes positions in Q1 2019 and 41 closed out, a net change of +7 holders.
  • The largest Federated Hermes buyer in Q1 2019 was Arrowstreet Capital, an estimated $29.8M added.
  • The largest Federated Hermes seller in Q1 2019 was AQR Capital Management, an estimated $18M sold.

Based on aggregated 13F filings for Q1 2019.