Federated Hermes
253 hedge funds and large institutions have $2.71B invested in Federated Hermes in 2014 Q1 according to their latest regulatory filings, with 24 funds opening new positions, 81 increasing their positions, 98 reducing their positions, and 24 closing their positions.
205% more call options, than puts
Call options by funds: $3.23M | Put options by funds: $1.06M
67% more funds holding in top 10
Funds holding in top 10: 3 → 5 (+2)
4% more capital invested
Capital invested by funds: $2.6B → $2.71B (+$110M)
0% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 24
1% less funds holding
Funds holding: 255 → 253 (-2)
1.47% less ownership
Funds ownership: 86.42% → 84.96% (-1.5%)
17% less repeat investments, than reductions
Existing positions increased: 81 | Existing positions reduced: 98
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
+$11.5M |
| 2 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$8.72M |
| 3 |
MAA
Managed Account Advisors
Jersey City,
New Jersey
|
+$5.84M |
| 4 |
CWP
Capital Wealth Planning
Naples,
Florida
|
+$5.04M |
| 5 |
BCM
Buckhead Capital Management
Atlanta,
Georgia
|
+$4.64M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SCM
Shapiro Capital Management
Atlanta,
Georgia
|
-$23.5M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$16.2M |
| 3 |
Goldman Sachs
New York
|
-$7.17M |
| 4 |
Morgan Stanley
New York
|
-$6.2M |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$5.11M |
FHI Hedge Fund Activity: Q1 2014 in Review
253 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2014, worth a combined $2.71B — up 4.2% from $2.6B a quarter earlier.
Fund positioning in FHI was balanced in Q1 2014: 24 funds opened new positions, 24 closed out, 81 added to existing stakes and 98 trimmed.
The largest buyer was Fiera Capital (Canada), opening a new position worth an estimated $11.5M. The largest seller was Shapiro Capital Management, exiting entirely with an estimated $23.5M sold.
- 253 institutional investors held Federated Hermes (FHI) as of Q1 2014, down from 255 in Q4 2013.
- Funds reported $2.71B of Federated Hermes stock for Q1 2014, up 4.2% quarter-over-quarter.
- 24 funds opened new Federated Hermes positions in Q1 2014 and 24 closed out, a net change of 0 holders.
- The largest Federated Hermes buyer in Q1 2014 was Fiera Capital (Canada), an estimated $11.5M added.
- The largest Federated Hermes seller in Q1 2014 was Shapiro Capital Management, an estimated $23.5M sold.
Based on aggregated 13F filings for Q1 2014.