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Federated Hermes

284 hedge funds and large institutions have $2.06B invested in Federated Hermes in 2018 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 100 increasing their positions, 118 reducing their positions, and 39 closing their positions.

New
Increased
Maintained
Reduced
Closed

99% more call options, than puts

Call options by funds: $2.72M | Put options by funds: $1.37M

3% more capital invested

Capital invested by funds: $2B → $2.06B (+$61.1M)

0.3% more ownership

Funds ownership: 84.71%85.01% (+0.3%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

3% less funds holding

Funds holding: 293284 (-9)

15% less repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 118

15% less first-time investments, than exits

New positions opened: 33 | Existing positions closed: 39

Holders
284
Holders Change
-9
Holders Change %
-3.07%
% of All Funds
6.49%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
33
Increased
100
Reduced
118
Closed
39
Calls
$2.72M
Puts
$1.37M
Net Calls
+$1.36M
Net Calls Change
+$4.28M
Name Holding Trade Value Shares
Change
Change in
Stake
EIC
201
Equity Investment Corp
Georgia
$260K +$254K +10,780 New
CGH
202
Crossmark Global Holdings
Texas
$253K +$16.2K +690 +7%
NIT
203
NumerixS Investment Technologies
British Columbia, Canada
$250K +$9.88K +420 +4%
MWA
204
MFA Wealth Advisors
Pennsylvania
$244K
WAP
205
Wealthcare Advisory Partners
Pennsylvania
$243K
SFG
206
Summit Financial Group
West Virginia
$241K
RJFSA
207
Raymond James Financial Services Advisors
Florida
$236K -$404K -17,199 -64%
CBTWT
208
Community Bank & Trust (Waco, Texas)
Texas
$236K -$256K -10,884 -53%
HSBC Holdings
209
HSBC Holdings
United Kingdom
$233K -$729 -31 -0.3%
SB
210
Suntrust Banks
Georgia
$231K -$7.34K -312 -3%
Cambridge Investment Research Advisors
211
Cambridge Investment Research Advisors
Iowa
$230K +$22.1K +938 +11%
LB
212
Landmark Bank
Missouri
$229K -$11.5K -490 -5%
SCA
213
STALEY CAPITAL ADVISERS
Pennsylvania
$225K
AB
214
Amalgamated Bank
New York
$208K -$158K -6,726 -44%
LTFS
215
Ladenburg Thalmann Financial Services
Florida
$205K -$8.89K -378 -4%
Fifth Third Bancorp
216
Fifth Third Bancorp
Ohio
$204K -$447 -19 -0.2%
OSAM
217
O'Shaughnessy Asset Management
Connecticut
$199K -$13.5K -574 -6%
SEI Investments
218
SEI Investments
Pennsylvania
$196K +$56.4K +2,397 +39%
Zurich Cantonal Bank
219
Zurich Cantonal Bank
Switzerland
$165K +$19.7K +836 +14%
LIA
220
LS Investment Advisors
Michigan
$162K -$3.98K -169 -2%
AG
221
Advisor Group
Arizona
$153K +$21.3K +907 +17%
NA
222
Neuburgh Advisers
California
$146K +$142K +6,052 New
PAM
223
Panagora Asset Management
Massachusetts
$141K -$1.59M -67,706 -92%
SNT
224
Security National Trust
West Virginia
$131K
IUHSA
225
Itau Unibanco Holding S.A.
Brazil
$125K -$35K -1,490 -22%

FHI Hedge Fund Activity: Q3 2018 in Review

284 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q3 2018, worth a combined $2.06B — up 3.1% from $2B a quarter earlier.

Sellers outnumbered buyers: 39 funds closed out of FHI and 33 opened new positions — a net loss of 6 holders — while 118 trimmed existing stakes and 100 added.

The largest buyer was BlackRock, adding an estimated $58.4M. The largest seller was Morgan Stanley, cutting an estimated $16.4M.

  • 284 institutional investors held Federated Hermes (FHI) as of Q3 2018, down from 293 in Q2 2018.
  • Funds reported $2.06B of Federated Hermes stock for Q3 2018, up 3.1% quarter-over-quarter.
  • 33 funds opened new Federated Hermes positions in Q3 2018 and 39 closed out, a net change of -6 holders.
  • The largest Federated Hermes buyer in Q3 2018 was BlackRock, an estimated $58.4M added.
  • The largest Federated Hermes seller in Q3 2018 was Morgan Stanley, an estimated $16.4M sold.

Based on aggregated 13F filings for Q3 2018.