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Federated Hermes

288 hedge funds and large institutions have $2.83B invested in Federated Hermes in 2019 Q2 according to their latest regulatory filings, with 37 funds opening new positions, 87 increasing their positions, 114 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more call options, than puts

Call options by funds: $1.8M | Put options by funds: $1.14M

32% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 28

15% more capital invested

Capital invested by funds: $2.47B → $2.83B (+$359M)

1% more funds holding

Funds holding: 286288 (+2)

0.49% less ownership

Funds ownership: 84.67%84.18% (-0.49%)

24% less repeat investments, than reductions

Existing positions increased: 87 | Existing positions reduced: 114

43% less funds holding in top 10

Funds holding in top 10: 74 (-3)

Holders
288
Holders Change
+2
Holders Change %
+0.7%
% of All Funds
6.26%
Holding in Top 10
4
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-42.86%
% of All Funds
0.09%
New
37
Increased
87
Reduced
114
Closed
28
Calls
$1.8M
Puts
$1.14M
Net Calls
+$660K
Net Calls Change
-$2.2M
Name Holding Trade Value Shares
Change
Change in
Stake
TD Asset Management
176
TD Asset Management
Ontario, Canada
$416K
WG
177
Winton Group
United Kingdom
$413K +$402K +12,716 New
MAP
178
Moody Aldrich Partners
Massachusetts
$402K +$391K +12,371 New
PIA
179
Piedmont Investment Advisors
North Carolina
$402K +$391K +12,379 New
UA
180
Unison Advisors
District of Columbia
$401K +$3.47K +110 +0.9%
MFG
181
Magnus Financial Group
New York
$394K
JIM
182
Jensen Investment Management
Oregon
$388K -$281K -8,900 -43%
MWA
183
MFA Wealth Advisors
Pennsylvania
$387K +$71K +2,250 +23%
RCM
184
Riverhead Capital Management
Delaware
$380K
SVWAG
185
Sound View Wealth Advisors Group
Georgia
$380K +$369K +11,680 New
SAM
186
Securian Asset Management
Minnesota
$375K -$2.31K -73 -0.6%
LB
187
Landmark Bank
Missouri
$364K +$2.21K +70 +0.6%
Marshall Wace
188
Marshall Wace
United Kingdom
$364K +$354K +11,209 New
CIC
189
Crawford Investment Counsel
Georgia
$359K -$25.9K -820 -7%
WCM
190
Wedge Capital Management
North Carolina
$357K -$34.4K -1,089 -9%
PA
191
Profund Advisors
Maryland
$353K +$1.48K +47 +0.4%
ECM
192
ETrade Capital Management
Virginia
$349K -$288K -9,106 -46%
ICM
193
IMS Capital Management
Oregon
$346K -$18K -569 -5%
WCM
194
Whitener Capital Management
North Carolina
$344K +$6.32K +200 +2%
AIL
195
AGF Investments LLC
Ontario, Canada
$341K +$87.8K +2,780 +36%
TAM
196
Tyers Asset Management
Texas
$335K
GC
197
Guggenheim Capital
Illinois
$329K +$59.5K +1,885 +23%
WAP
198
Wealthcare Advisory Partners
Pennsylvania
$328K
SFG
199
Summit Financial Group
West Virginia
$325K
CSS
200
Cubist Systematic Strategies
Connecticut
$323K +$77.7K +2,460 +33%

FHI Hedge Fund Activity: Q2 2019 in Review

288 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2019, worth a combined $2.83B — up 15% from $2.47B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FHI positions and 28 closed out — a net gain of 9 holders — while 87 added to existing stakes and 114 trimmed.

The largest buyer was Citadel Advisors, adding an estimated $38.8M. The largest seller was Anchor Capital Advisors, cutting an estimated $18.1M.

  • 288 institutional investors held Federated Hermes (FHI) as of Q2 2019, up from 286 in Q1 2019.
  • Funds reported $2.83B of Federated Hermes stock for Q2 2019, up 15% quarter-over-quarter.
  • 37 funds opened new Federated Hermes positions in Q2 2019 and 28 closed out, a net change of +9 holders.
  • The largest Federated Hermes buyer in Q2 2019 was Citadel Advisors, an estimated $38.8M added.
  • The largest Federated Hermes seller in Q2 2019 was Anchor Capital Advisors, an estimated $18.1M sold.

Based on aggregated 13F filings for Q2 2019.