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Federated Hermes

310 hedge funds and large institutions have $2.11B invested in Federated Hermes in 2024 Q2 according to their latest regulatory filings, with 35 funds opening new positions, 124 increasing their positions, 109 reducing their positions, and 37 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more call options, than puts

Call options by funds: $1.06M | Put options by funds: $783K

14% more repeat investments, than reductions

Existing positions increased: 124 | Existing positions reduced: 109

0.37% more ownership

Funds ownership: 76.07%76.45% (+0.37%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

5% less first-time investments, than exits

New positions opened: 35 | Existing positions closed: 37

2% less funds holding

Funds holding: 316310 (-6)

9% less capital invested

Capital invested by funds: $2.32B → $2.11B (-$206M)

Holders
310
Holders Change
-6
Holders Change %
-1.9%
% of All Funds
4.48%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
35
Increased
124
Reduced
109
Closed
37
Calls
$1.06M
Puts
$783K
Net Calls
+$278K
Net Calls Change
-$646K
Name Holding Trade Value Shares
Change
Change in
Stake
PTC
201
Petrus Trust Company
Texas
$306K +$313K +9,316 New
MPM
202
Meritage Portfolio Management
Kansas
$306K -$235 -7 -0.1%
TRCT
203
Tower Research Capital (TRC)
New York
$304K +$186K +5,529 +149%
SOADOR
204
State of Alaska Department of Revenue
Alaska
$291K
Public Employees Retirement Association of Colorado
205
Public Employees Retirement Association of Colorado
Colorado
$284K
Federated Hermes
206
Federated Hermes
Pennsylvania
$278K -$36.1K -1,075 -11%
QCM
207
Qsemble Capital Management
New York
$269K -$1.49M -44,430 -84%
Pathstone Holdings
208
Pathstone Holdings
New Jersey
$269K +$26.7K +796 +11%
RJFSA
209
Raymond James Financial Services Advisors
Florida
$268K -$2.82K -84 -1%
Russell Investments Group
210
Russell Investments Group
United Kingdom
$262K +$36.9K +1,100 +16%
CC
211
Centiva Capital
New York
$258K +$263K +7,850 New
GT
212
Glenmede Trust
Pennsylvania
$247K
JIR
213
James Investment Research
Ohio
$237K -$67 -2 -0%
CIM
214
CIM Investment Management
Pennsylvania
$235K -$56.9K -1,697 -19%
DT
215
Diversified Trust
Tennessee
$232K +$9.03K +269 +4%
APP
216
Avantax Planning Partners
Iowa
$230K
GF
217
Gabelli Funds
New York
$230K
MWC
218
MBM Wealth Consultants
Missouri
$224K +$3.79K +113 +2%
APG
219
Abacus Planning Group
South Carolina
$223K +$227K +6,773 New
State of Wisconsin Investment Board
220
State of Wisconsin Investment Board
Wisconsin
$218K +$3.86K +115 +2%
SAM
221
Securian Asset Management
Minnesota
$210K -$10.7K -318 -5%
JWM
222
Janiczek Wealth Management
Colorado
$210K -$13.6K -405 -6%
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$207K -$205K -6,107 -49%
Los Angeles Capital Management
224
Los Angeles Capital Management
California
$206K +$210K +6,266 New
ACM
225
Aquatic Capital Management
Illinois
$204K -$1.76M -52,400 -89%

FHI Hedge Fund Activity: Q2 2024 in Review

310 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2024, worth a combined $2.11B — down 8.9% from $2.32B a quarter earlier.

Sellers outnumbered buyers: 37 funds closed out of FHI and 35 opened new positions — a net loss of 2 holders — while 109 trimmed existing stakes and 124 added.

The largest buyer was AQR Capital Management, adding an estimated $42.3M. The largest seller was Goldman Sachs, cutting an estimated $26.1M.

  • 310 institutional investors held Federated Hermes (FHI) as of Q2 2024, down from 316 in Q1 2024.
  • Funds reported $2.11B of Federated Hermes stock for Q2 2024, down 8.9% quarter-over-quarter.
  • 35 funds opened new Federated Hermes positions in Q2 2024 and 37 closed out, a net change of -2 holders.
  • The largest Federated Hermes buyer in Q2 2024 was AQR Capital Management, an estimated $42.3M added.
  • The largest Federated Hermes seller in Q2 2024 was Goldman Sachs, an estimated $26.1M sold.

Based on aggregated 13F filings for Q2 2024.