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Federated Hermes

261 hedge funds and large institutions have $2.59B invested in Federated Hermes in 2022 Q1 according to their latest regulatory filings, with 32 funds opening new positions, 90 increasing their positions, 98 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

454% more call options, than puts

Call options by funds: $5M | Put options by funds: $902K

10% more first-time investments, than exits

New positions opened: 32 | Existing positions closed: 29

3% more ownership

Funds ownership: 79.97%82.96% (+3%)

0% more funds holding

Funds holding: 261261 (0)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

8% less repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 98

11% less capital invested

Capital invested by funds: $2.91B → $2.59B (-$311M)

Holders
261
Holders Change
Holders Change %
0%
% of All Funds
4.12%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
32
Increased
90
Reduced
98
Closed
29
Calls
$5M
Puts
$902K
Net Calls
+$4.1M
Net Calls Change
+$5.09M
Name Holding Trade Value Shares
Change
Change in
Stake
DA
201
Duality Advisers
Florida
$202K +$202K +5,935 New
MLICM
202
Metropolitan Life Insurance Company (MetLife)
New York
$198K -$1.13M -33,074 -85%
BAM
203
Belpointe Asset Management
Nevada
$154K +$154K +4,519 New
UBS Group
204
UBS Group
Switzerland
$151K -$2.9M -85,255 -95%
C
205
Covestor
United Kingdom
$129K +$33.3K +980 +35%
NIPH
206
NN Investment Partners Holdings
Netherlands
$126K +$126K +3,700 New
CAPTRUST Financial Advisors
207
CAPTRUST Financial Advisors
North Carolina
$113K -$2.72K -80 -2%
CSB
208
City State Bank
Iowa
$101K -$5.82K -171 -5%
TRCT
209
Tower Research Capital (TRC)
New York
$95K -$212K -6,239 -69%
Simplex Trading
210
Simplex Trading
Illinois
$90K +$80.2K +2,357 +804%
ECM
211
EMC Capital Management
Texas
$88K +$105K +3,099 New
JWM
212
Janiczek Wealth Management
Colorado
$70K -$27.4K -806 -28%
DFCM
213
Dark Forest Capital Management
Puerto Rico
$55K -$11.7K -345 -18%
UB
214
UMB Bank
Missouri
$54K +$6.8K +200 +15%
SOW
215
State of Wyoming
Wyoming
$53K +$53.4K +1,569 New
TPCW
216
TD Private Client Wealth
New York
$52.6K +$52.5K +1,544 New
VanEck Associates
217
VanEck Associates
New York
$42K +$8.64K +254 +26%
SWM
218
Spire Wealth Management
Virginia
$32K
Nomura Asset Management
219
Nomura Asset Management
Japan
$29.3K +$29.3K +860 New
SAM
220
S.A. Mason
Michigan
$27K +$136 +4 +0.5%
HI
221
Hudock Inc
Pennsylvania
$25K
WA
222
Win Advisors
Florida
$20K +$20.3K +597 New
S
223
SignatureFD
Georgia
$18K +$3.44K +101 +24%
BWM
224
Baystate Wealth Management
Massachusetts
$17K +$136 +4 +0.8%
Rockefeller Capital Management
225
Rockefeller Capital Management
New York
$17K +$578 +17 +3%

FHI Hedge Fund Activity: Q1 2022 in Review

261 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2022, worth a combined $2.59B — down 11% from $2.91B a quarter earlier.

Buyers outnumbered sellers: 32 funds opened new FHI positions and 29 closed out — a net gain of 3 holders — while 90 added to existing stakes and 98 trimmed.

The largest buyer was Invesco, adding an estimated $23.5M. The largest seller was Basswood Capital Management, exiting entirely with an estimated $28.4M sold.

  • 261 institutional investors held Federated Hermes (FHI) as of Q1 2022, unchanged from Q4 2021.
  • Funds reported $2.59B of Federated Hermes stock for Q1 2022, down 11% quarter-over-quarter.
  • 32 funds opened new Federated Hermes positions in Q1 2022 and 29 closed out, a net change of +3 holders.
  • The largest Federated Hermes buyer in Q1 2022 was Invesco, an estimated $23.5M added.
  • The largest Federated Hermes seller in Q1 2022 was Basswood Capital Management, an estimated $28.4M sold.

Based on aggregated 13F filings for Q1 2022.