Federated Hermes
274 hedge funds and large institutions have $2.33B invested in Federated Hermes in 2016 Q1 according to their latest regulatory filings, with 38 funds opening new positions, 114 increasing their positions, 89 reducing their positions, and 45 closing their positions.
93% more call options, than puts
Call options by funds: $4.05M | Put options by funds: $2.1M
28% more repeat investments, than reductions
Existing positions increased: 114 | Existing positions reduced: 89
1.68% more ownership
Funds ownership: 76.02% → 77.7% (+1.7%)
3% more capital invested
Capital invested by funds: $2.27B → $2.33B (+$61.9M)
4% less funds holding
Funds holding: 284 → 274 (-10)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
16% less first-time investments, than exits
New positions opened: 38 | Existing positions closed: 45
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SDWMA
Schneider Downs Wealth Management Advisors
Pittsburgh,
Pennsylvania
|
+$52.1M |
| 2 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
+$38.7M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$16.4M |
| 4 |
BFA
BlackRock Fund Advisors
San Francisco,
California
|
+$12.4M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$10.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$41.3M |
| 2 |
SC
Samlyn Capital
New York
|
-$28.8M |
| 3 |
Marshall Wace
London,
United Kingdom
|
-$14.3M |
| 4 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$11M |
| 5 |
RCAMU
Rothschild & Co Asset Management US
Stamford,
Connecticut
|
-$8.84M |
FHI Hedge Fund Activity: Q1 2016 in Review
274 of the 3,767 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2016, worth a combined $2.33B — up 2.7% from $2.27B a quarter earlier.
Sellers outnumbered buyers: 45 funds closed out of FHI and 38 opened new positions — a net loss of 7 holders — while 89 trimmed existing stakes and 114 added.
The largest buyer was Schneider Downs Wealth Management Advisors, adding an estimated $52.1M. The largest seller was Bank of America, cutting an estimated $41.3M.
- 274 institutional investors held Federated Hermes (FHI) as of Q1 2016, down from 284 in Q4 2015.
- Funds reported $2.33B of Federated Hermes stock for Q1 2016, up 2.7% quarter-over-quarter.
- 38 funds opened new Federated Hermes positions in Q1 2016 and 45 closed out, a net change of -7 holders.
- The largest Federated Hermes buyer in Q1 2016 was Schneider Downs Wealth Management Advisors, an estimated $52.1M added.
- The largest Federated Hermes seller in Q1 2016 was Bank of America, an estimated $41.3M sold.
Based on aggregated 13F filings for Q1 2016.