Fed Herm TTL RTRN BND-InstFTRBX

13F holders, Q2 2024 (June 30)
2holders
1new positions
1sold out
$9.33avg. 13F price*

At the end of Q2 2024, 2 institutions reported holding Fed Herm TTL RTRN BND-Inst (FTRBX) in their 13F filings, unchanged from Q1 2024. 1 opened new positions and 1 sold out. The largest holders were Motco ($25.9M) and RiverFront Investment Group, LLC ($151K).

Company
Fed Herm TTL RTRN BND-Inst
Filed as
FEDERATED TOTAL RETUR (Q2 2024)
CUSIP
31428Q101
Latest filing quarter
Q1 2025

History

Number of 13F holders

012 Q1 2024: 2Q1 2024Q2 2024: 2Q2 2024Q1 2025: 1Q1 2025

Total Exit/New Position Q1 2024 → Q2 2024

InstitutionsTotal Value
New Positions1$151K
Exits1$30K

All 13F filers, Q1 2024 → Q2 2024: 180,342 shares bought and 3,173 shares sold, net +177,169 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Motco 1.53% Add +6.3% 2,779,972 $25.9M
RiverFront Investment Group, LLC 0.00% New 16,190 $151K

"% of holder's portfolio" is FTRBX's weight in each manager's 13F, not the share of Fed Herm TTL RTRN BND-Inst the manager owns.