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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
SXL
201
Summit X LLC
Missouri
$319K -$46.9K -1,484 -13%
MWNA
202
Marshall Wace North America
New York
$308K +$300K +9,489 New
EIC
203
Equity Investment Corp
Georgia
$294K -$24K -760 -8%
Mercer Global Advisors
204
Mercer Global Advisors
Colorado
$291K -$18.7K -593 -6%
SCA
205
STALEY CAPITAL ADVISERS
Pennsylvania
$287K
LPL Financial
206
LPL Financial
California
$282K +$34.4K +1,089 +14%
CGH
207
Crossmark Global Holdings
Texas
$277K -$3.95K -125 -1%
GCP
208
GSA Capital Partners
United Kingdom
$274K +$266K +8,423 New
FIM
209
Freedom Investment Management
Connecticut
$271K +$264K +8,353 New
Fifth Third Bancorp
210
Fifth Third Bancorp
Ohio
$270K -$83K -2,628 -24%
DCM
211
Dupont Capital Management
Delaware
$255K
SFI
212
Susquehanna Fundamental Investments
Pennsylvania
$254K
BIP
213
Brandes Investment Partners
California
$251K -$1.81M -57,394 -88%
GHCM
214
Glen Harbor Capital Management
California
$244K
HAIM
215
Hunter Associates Investment Management
Pennsylvania
$238K
Northwestern Mutual Wealth Management
216
Northwestern Mutual Wealth Management
Wisconsin
$238K +$20.7K +657 +10%
EAM
217
Eukles Asset Management
Ohio
$231K -$11.2K -354 -5%
HSBC Holdings
218
HSBC Holdings
United Kingdom
$227K -$2.36M -74,682 -91%
M&T Bank
219
M&T Bank
New York
$222K -$28.7K -910 -12%
CBTWT
220
Community Bank & Trust (Waco, Texas)
Texas
$222K -$7.64K -242 -3%
FCA
221
FinTrust Capital Advisors
South Carolina
$221K
AWM
222
AE Wealth Management
Kansas
$221K +$214K +6,785 New
BTS
223
BB&T Securities
Virginia
$219K -$162K -5,121 -43%
Ohio Public Employees Retirement System (OPERS)
224
Ohio Public Employees Retirement System (OPERS)
Ohio
$216K -$235K -7,439 -53%
SIC
225
Schwartz Investment Counsel
Michigan
$215K +$208K +6,600 New

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.