Federated Hermes
315 hedge funds and large institutions have $2.32B invested in Federated Hermes in 2024 Q1 according to their latest regulatory filings, with 33 funds opening new positions, 111 increasing their positions, 123 reducing their positions, and 38 closing their positions.
122% more call options, than puts
Call options by funds: $1.68M | Put options by funds: $759K
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
7% more capital invested
Capital invested by funds: $2.16B → $2.32B (+$156M)
1.93% more ownership
Funds ownership: 74.14% → 76.07% (+1.9%)
10% less repeat investments, than reductions
Existing positions increased: 111 | Existing positions reduced: 123
2% less funds holding
Funds holding: 322 → 315 (-7)
13% less first-time investments, than exits
New positions opened: 33 | Existing positions closed: 38
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AllianceBernstein
Nashville,
Tennessee
|
+$35.9M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$29.3M |
| 3 |
Assenagon Asset Management
Senningerberg,
Luxembourg
|
+$28.7M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$12.3M |
| 5 |
Fuller & Thaler Asset Management
San Mateo,
California
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Canada Life
Winnipeg,
Manitoba, Canada
|
-$56.8M |
| 2 |
Wellington Management Group
Boston,
Massachusetts
|
-$26.2M |
| 3 |
Millennium Management
New York
|
-$20.3M |
| 4 |
D.E. Shaw & Co
New York
|
-$14.4M |
| 5 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$9.55M |
FHI Hedge Fund Activity: Q1 2024 in Review
315 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in Federated Hermes (FHI) for Q1 2024, worth a combined $2.32B — up 7.2% from $2.16B a quarter earlier.
Sellers outnumbered buyers: 38 funds closed out of FHI and 33 opened new positions — a net loss of 5 holders — while 123 trimmed existing stakes and 111 added.
The largest buyer was AllianceBernstein, adding an estimated $35.9M. The largest seller was Canada Life, cutting an estimated $56.8M.
- 315 institutional investors held Federated Hermes (FHI) as of Q1 2024, down from 322 in Q4 2023.
- Funds reported $2.32B of Federated Hermes stock for Q1 2024, up 7.2% quarter-over-quarter.
- 33 funds opened new Federated Hermes positions in Q1 2024 and 38 closed out, a net change of -5 holders.
- The largest Federated Hermes buyer in Q1 2024 was AllianceBernstein, an estimated $35.9M added.
- The largest Federated Hermes seller in Q1 2024 was Canada Life, an estimated $56.8M sold.
Based on aggregated 13F filings for Q1 2024.