Federated Hermes
284 hedge funds and large institutions have $2.41B invested in Federated Hermes in 2017 Q2 according to their latest regulatory filings, with 30 funds opening new positions, 127 increasing their positions, 89 reducing their positions, and 41 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 127 | Existing positions reduced: 89
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
6% more capital invested
Capital invested by funds: $2.28B → $2.41B (+$134M)
8% more call options, than puts
Call options by funds: $686K | Put options by funds: $636K
1.3% less ownership
Funds ownership: 85.01% → 83.71% (-1.3%)
4% less funds holding
Funds holding: 296 → 284 (-12)
27% less first-time investments, than exits
New positions opened: 30 | Existing positions closed: 41
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
+$19.1M |
| 2 |
ACA
Anchor Capital Advisors
Boston,
Massachusetts
|
+$17.8M |
| 3 |
Dimensional Fund Advisors
Austin,
Texas
|
+$12M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$11.8M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$9.55M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RA
Royce & Associates
New York
|
-$31.7M |
| 2 |
PAMP
Polar Asset Management Partners
Toronto,
Ontario, Canada
|
-$15.1M |
| 3 |
Two Sigma Investments
New York
|
-$9.65M |
| 4 |
Morgan Stanley
New York
|
-$9.28M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$8.37M |
FHI Hedge Fund Activity: Q2 2017 in Review
284 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q2 2017, worth a combined $2.41B — up 5.9% from $2.28B a quarter earlier.
Sellers outnumbered buyers: 41 funds closed out of FHI and 30 opened new positions — a net loss of 11 holders — while 89 trimmed existing stakes and 127 added.
The largest buyer was Bank of New York Mellon, adding an estimated $19.1M. The largest seller was Royce & Associates, cutting an estimated $31.7M.
- 284 institutional investors held Federated Hermes (FHI) as of Q2 2017, down from 296 in Q1 2017.
- Funds reported $2.41B of Federated Hermes stock for Q2 2017, up 5.9% quarter-over-quarter.
- 30 funds opened new Federated Hermes positions in Q2 2017 and 41 closed out, a net change of -11 holders.
- The largest Federated Hermes buyer in Q2 2017 was Bank of New York Mellon, an estimated $19.1M added.
- The largest Federated Hermes seller in Q2 2017 was Royce & Associates, an estimated $31.7M sold.
Based on aggregated 13F filings for Q2 2017.