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Federated Hermes

284 hedge funds and large institutions have $2.26B invested in Federated Hermes in 2015 Q4 according to their latest regulatory filings, with 58 funds opening new positions, 102 increasing their positions, 84 reducing their positions, and 23 closing their positions.

New
Increased
Maintained
Reduced
Closed

707% more call options, than puts

Call options by funds: $4.28M | Put options by funds: $530K

152% more first-time investments, than exits

New positions opened: 58 | Existing positions closed: 23

40% more funds holding in top 10

Funds holding in top 10: 57 (+2)

21% more repeat investments, than reductions

Existing positions increased: 102 | Existing positions reduced: 84

13% more funds holding

Funds holding: 252284 (+32)

4% less capital invested

Capital invested by funds: $2.36B → $2.26B (-$100M)

2.19% less ownership

Funds ownership: 78.1%75.9% (-2.2%)

Holders
284
Holders Change
+32
Holders Change %
+12.7%
% of All Funds
7.45%
Holding in Top 10
7
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+40%
% of All Funds
0.18%
New
58
Increased
102
Reduced
84
Closed
23
Calls
$4.28M
Puts
$530K
Net Calls
+$3.75M
Net Calls Change
-$1.08M
Name Holding Trade Value Shares
Change
Change in
Stake
GSBTD
201
Glenview State Bank Trust Department
Illinois
$294K
Zurich Cantonal Bank
202
Zurich Cantonal Bank
Switzerland
$294K +$41.6K +1,380 +16%
LPC
203
Loeb Partners Corp
New York
$286K +$302K +10,000 New
SCM
204
Shelton Capital Management
Colorado
$282K
PNC
205
Park National Corp
Ohio
$278K -$2.23K -74 -0.8%
T. Rowe Price Associates
206
T. Rowe Price Associates
Maryland
$278K +$5.88K +195 +2%
SCA
207
STALEY CAPITAL ADVISERS
Pennsylvania
$268K
PGIM
208
Pacific Global Investment Management
California
$265K +$272 +9 +0.1%
VKH
209
Virtu KCG Holdings
New York
$261K -$49.8K -1,651 -15%
KAM
210
Keeley Asset Management
Illinois
$253K
Teacher Retirement System of Texas
211
Teacher Retirement System of Texas
Texas
$249K -$86.9K -2,880 -25%
US Bancorp
212
US Bancorp
Minnesota
$247K +$44.8K +1,483 +21%
Barclays
213
Barclays
United Kingdom
$241K -$408K -13,531 -61%
Rafferty Asset Management
214
Rafferty Asset Management
New York
$239K -$17.5K -579 -7%
Schroder Investment Management Group
215
Schroder Investment Management Group
United Kingdom
$235K +$247K +8,200 New
JIM
216
Jupiter Investment Management
United Kingdom
$235K +$248K +8,207 New
LCOV
217
London Company of Virginia
Virginia
$230K -$110M -3,656,919 -100%
CIA
218
Choate Investment Advisors
Massachusetts
$224K +$205K +6,790 New
OA
219
Oxbow Advisors
Texas
$223K -$692K -22,939 -75%
CONA
220
Capital One National Association
New York
$222K +$234K +7,767 New
CSS
221
Cubist Systematic Strategies
Connecticut
$221K -$312K -10,354 -57%
WP
222
WealthPLAN Partners
Nebraska
$217K +$684K +22,650 New
BTNA
223
Bremer Trust National Association
Minnesota
$212K -$9.6K -318 -4%
CAM
224
Capstone Asset Management
Texas
$212K -$7.54K -250 -3%
HSBC Holdings
225
HSBC Holdings
United Kingdom
$212K +$224K +7,408 New

FHI Hedge Fund Activity: Q4 2015 in Review

284 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q4 2015, worth a combined $2.26B — down 4.2% from $2.36B a quarter earlier.

Buyers outnumbered sellers: 58 funds opened new FHI positions and 23 closed out — a net gain of 35 holders — while 102 added to existing stakes and 84 trimmed.

The largest buyer was Bank of New York Mellon, adding an estimated $72.4M. The largest seller was Bank of America, cutting an estimated $201M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q4 2015, up from 252 in Q3 2015.
  • Funds reported $2.26B of Federated Hermes stock for Q4 2015, down 4.2% quarter-over-quarter.
  • 58 funds opened new Federated Hermes positions in Q4 2015 and 23 closed out, a net change of +35 holders.
  • The largest Federated Hermes buyer in Q4 2015 was Bank of New York Mellon, an estimated $72.4M added.
  • The largest Federated Hermes seller in Q4 2015 was Bank of America, an estimated $201M sold.

Based on aggregated 13F filings for Q4 2015.