Federated Hermes
317 hedge funds and large institutions have $2.94B invested in Federated Hermes in 2023 Q1 according to their latest regulatory filings, with 44 funds opening new positions, 120 increasing their positions, 113 reducing their positions, and 35 closing their positions.
2,122% more call options, than puts
Call options by funds: $11.5M | Put options by funds: $518K
26% more first-time investments, than exits
New positions opened: 44 | Existing positions closed: 35
19% more capital invested
Capital invested by funds: $2.48B → $2.94B (+$464M)
5.32% more ownership
Funds ownership: 76.63% → 81.95% (+5.3%)
2% more funds holding
Funds holding: 310 → 317 (+7)
6% more repeat investments, than reductions
Existing positions increased: 120 | Existing positions reduced: 113
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$41.3M |
| 2 |
Millennium Management
New York
|
+$35.5M |
| 3 |
Alyeska Investment Group
Chicago,
Illinois
|
+$28.1M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$20.7M |
| 5 |
Wellington Management Group
Boston,
Massachusetts
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Charles Schwab
San Francisco,
California
|
-$52.1M |
| 2 |
BlackRock
New York
|
-$24.9M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
-$24.1M |
| 4 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$16.6M |
| 5 |
BAM
Burgundy Asset Management
Toronto,
Ontario, Canada
|
-$9.32M |
FHI Hedge Fund Activity: Q1 2023 in Review
317 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2023, worth a combined $2.94B — up 19% from $2.48B a quarter earlier.
Buyers outnumbered sellers: 44 funds opened new FHI positions and 35 closed out — a net gain of 9 holders — while 120 added to existing stakes and 113 trimmed.
The largest buyer was Citadel Advisors, adding an estimated $41.3M. The largest seller was Charles Schwab, cutting an estimated $52.1M.
- 317 institutional investors held Federated Hermes (FHI) as of Q1 2023, up from 310 in Q4 2022.
- Funds reported $2.94B of Federated Hermes stock for Q1 2023, up 19% quarter-over-quarter.
- 44 funds opened new Federated Hermes positions in Q1 2023 and 35 closed out, a net change of +9 holders.
- The largest Federated Hermes buyer in Q1 2023 was Citadel Advisors, an estimated $41.3M added.
- The largest Federated Hermes seller in Q1 2023 was Charles Schwab, an estimated $52.1M sold.
Based on aggregated 13F filings for Q1 2023.