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Federated Hermes

251 hedge funds and large institutions have $2.8B invested in Federated Hermes in 2015 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 104 increasing their positions, 81 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

217% more call options, than puts

Call options by funds: $3.95M | Put options by funds: $1.25M

28% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 81

11% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 19

2% more capital invested

Capital invested by funds: $2.75B → $2.8B (+$44.9M)

0% more funds holding in top 10

Funds holding in top 10: 77 (0)

1% less funds holding

Funds holding: 253251 (-2)

1.09% less ownership

Funds ownership: 80.04%78.95% (-1.1%)

Holders
251
Holders Change
-2
Holders Change %
-0.79%
% of All Funds
6.69%
Holding in Top 10
7
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.19%
New
21
Increased
104
Reduced
81
Closed
19
Calls
$3.95M
Puts
$1.25M
Net Calls
+$2.71M
Net Calls Change
-$5.31M
Name Holding Trade Value Shares
Change
Change in
Stake
HSBC Holdings
201
HSBC Holdings
United Kingdom
$254K +$249K +7,490 New
HAIM
202
Hunter Associates Investment Management
Pennsylvania
$248K
CAM
203
Capstone Asset Management
Texas
$245K +$13.6K +410 +6%
GAM
204
Gotham Asset Management
New York
$244K -$253K -7,608 -51%
EFS
205
Essex Financial Services
Connecticut
$242K +$16.6K +500 +8%
BNP Paribas Financial Markets
206
BNP Paribas Financial Markets
France
$237K +$22.6K +681 +11%
Squarepoint
207
Squarepoint
New York
$237K +$233K +7,007 New
FCBT
208
First Citizens Bank & Trust
North Carolina
$232K -$20.8K -627 -8%
ST
209
Spot Trading
Illinois
$218K -$157K -4,744 -42%
RFC
210
Russell Frank Company
Washington
$217K -$41.4K -1,247 -16%
CIA
211
Choate Investment Advisors
Massachusetts
$201K -$28.4K -857 -13%
SNT
212
Security National Trust
West Virginia
$190K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$185K +$5.64K +170 +3%
VFA
214
Virtus Fund Advisers
Connecticut
$168K -$6.31K -190 -4%
OA
215
OFI Advisors
Pennsylvania
$160K +$18.4K +555 +13%
PAM
216
Panagora Asset Management
Massachusetts
$149K
Public Employees Retirement Association of Colorado
217
Public Employees Retirement Association of Colorado
Colorado
$104K +$2.49K +75 +2%
HIM
218
Hillsdale Investment Management
Ontario, Canada
$102K
Parallax Volatility Advisers
219
Parallax Volatility Advisers
California
$98K +$71.2K +2,144 +287%
Teacher Retirement System of Texas
220
Teacher Retirement System of Texas
Texas
$97K -$896 -27 -0.9%
AAM
221
Advisors Asset Management
Colorado
$95K +$3.32K +100 +4%
US Bancorp
222
US Bancorp
Minnesota
$81K
Creative Planning
223
Creative Planning
Kansas
$78K +$41K +1,234 +116%
SEI Investments
224
SEI Investments
Pennsylvania
$65K -$4.65K -140 -7%
EWM
225
Evercore Wealth Management
New York
$60K

FHI Hedge Fund Activity: Q1 2015 in Review

251 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2015, worth a combined $2.8B — up 1.6% from $2.75B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new FHI positions and 19 closed out — a net gain of 2 holders — while 104 added to existing stakes and 81 trimmed.

The largest buyer was Managed Account Advisors, adding an estimated $26.9M. The largest seller was Boston Partners, cutting an estimated $54.4M.

  • 251 institutional investors held Federated Hermes (FHI) as of Q1 2015, down from 253 in Q4 2014.
  • Funds reported $2.8B of Federated Hermes stock for Q1 2015, up 1.6% quarter-over-quarter.
  • 21 funds opened new Federated Hermes positions in Q1 2015 and 19 closed out, a net change of +2 holders.
  • The largest Federated Hermes buyer in Q1 2015 was Managed Account Advisors, an estimated $26.9M added.
  • The largest Federated Hermes seller in Q1 2015 was Boston Partners, an estimated $54.4M sold.

Based on aggregated 13F filings for Q1 2015.