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MFWire: Federated Funds
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Federated Investors
Federated Investors Tower
1001 Liberty Avenue
Pittsburgh, PA  15222
Google Maps

Main Phone: 800-341-7400
Web Site: Click Here

Mutual Fund Brand(s)
Federated Funds

Research Links
Stock Data: SEC Filings | Yahoo! Quote
  • SEC Fund Filings by CIK

  • Background:
    On September 9, 2015, Federated unveiled a deal to buy the money market fund business of Huntington Asset Advisors [profile]. The deal, slated to close in Q4 2015, will involve reorganizing two Huntington money market mutual funds with a combined $1.1 billion in AUM into two Federated funds.

    Founded in 1955, Federated was bought out by Aetna in 1982. Then the Donahue family bought Federated back in 1989, finally buying out Aetna's remaining stake. Federated has been publicly traded on the NYSE since May 14, 1998. It remains under the control of the Donahue family. J. Christopher Donahue, Rhodora J. Donahue and John F. Donahue all own pieces of the company.

    Federated's initial funds focused in fixed income.

    It launched its first money market fund in 1974 and by the 1990s was known for its ability to provide private label money funds for banks.

    After its IPO, Federated embarked on a strategy of aquisition to build a broader capability to manage funds across the asset class spectrum. Its nine acquisitions includes the adoption of the high-profile Kaufmann Fund.


    Acquired the William Penn Funds with $550 million managed assets in 1995.

    Acquired Investment Advisers, Inc. with $346 million managed assets in 2000.

    In 2001 it adopted the $3.2 billion Kaufmann Fund, rolling it into the Federated Kaufmann Fund. It expanded the Kaufmann brand in 2008 with the launch of Federated Kaufmann Large Cap Fund. It also acquired the Rightime Funds ($148 million managed assets) and rolled them into the Federated Capital Appreciation Fund.

    Federated absorbed the FirstMerit Funds ($250 million) into Federated Capital Appreciation Fund and Federated Automated government Cash Reserves in 2002.

    Acquired assets from four Banknorth Investment Advisors funds in 2004.

    It acquired MDT Advisers in 2006.

    In 2007 it adopted the $366 million of mutual fund assets through the Rochdale Atlas Portfolio and opened the Federated InterContinental Fund.

    In 2008 it aquired the two Prudent Funds from David W. Tice & Associates [profile] and Clover Capital Management in 2008.

    On July 16, 2010, Federated unveiled a deal to buy SunTrust Bank's money market management business, which has total assets of $17 billion. The transaction, which is expected to close by yearend, includes upfront cash payments that could reach $8.75 million. The deal also includes contingent payments that could total about $30 million over the next five years.

    A week later, Federated completed the reorganization of the $1.6 billion Hilliard-Lyons Government Fund into the Federated Government Cash Series money market fund.

    On April 15, 2011, Federated unveiled a deal to take over EquiTrust Mutual Funds' $515 million of AUM.

    In April 2012, Federated announced a deal to buy four mutual funds with a combined $5 billion in assets from Fifth Third [profile]. The deal closed in September.


    Standard & Poor's added Federated's stock to its S&P 500 in 2003.

    Federated bought the London-based Prime Rate Capital Management in April 2012.

    Federated then bought eight Performance funds, with an AUM over $903 million, from Trustmark in June 2012.

    The firm also reached an agreement with London-based Bury Street Capital to distribute in Europe in October 2012.

    Federated hired Michael Dieschbourg as head of alts in February 2014.

    The firm also acquired $421 million in fixed income fund assets from Huntington Asset Advisors.
    Federated Investors logo

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    Key People:
    J. Donahue
    CEO, President, Federated Investors, Inc.
    Eugene Maloney
    Executive Vice President, Federated Investors
    Thomas Donahue
    President, FII Holdings, Chief Financial Officer and Treasurer, Federated Investors, Inc.
    Tom Territ
    Vice President, President of Federated Securities Corp., Federated Investors, Inc.
    John Fisher
    Vice President, President and CEO of Federated Advisory Companies, MDT Advisers
    John McGonigle
    Vice Chairman, Executive Vice President, Chief Legal Officer and Secretary, Federated Investors
    Gordon Ceresino
    Vice Chairman, President (Federated International Management Limited), Federated
    John Donahue
    Chairman, Federated Investors
    Brian Bouda
    Vice President and Chief Compliance Officer, Federated Investors, Inc.
    Richard Fisher
    Vice Chairman and Co-Founder, Federated Investors, Inc.
    Peter Siconolfi
    VP, Federated Investors, Inc.
    Richard Novak
    Principal Financial Officer, Federated
    Story Archive for Federated Investors
    Published On Story Headline Publication
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    5/12/2017 Federated Investors Founder Passes Away MFWire.com
    5/12/2017 Federated's Fight With an Ex-Employee Cascades MFWire.com
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    11/18/2016 Filings for Fundsters - November 18, 2016 MFWire.com
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    10/28/2016 Eye for Earnings - October 28, 2016 MFWire.com
    10/19/2016 Filings for Fundsters - October 19, 2016 MFWire.com
    10/3/2016 Filings for Fundsters - October 3, 2016 MFWire.com
    8/16/2016 Filings For Fundsters - August 16, 2016 MFWire.com
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    8/15/2016 Four Firms Dominated July Inflows MFWire.com
    8/3/2016 Eye for Earnings -- August 3, 2016 MFWire.com
    7/29/2016 Eye for Earnings -- July 29, 2016 MFWire.com
    7/25/2016 Stork and Reaper -- July 25, 2016 MFWire.com
    7/19/2016 Stork and Reaper -- July 19, 2016 MFWire.com
    6/27/2016 Stork and Reaper -- June 27, 2016 MFWire.com
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    6/2/2016 A Consultant Lands Federated In Hot Water MFWire.com
    5/17/2016 Donahue Finds Federated's New Sales Chief Within MFWire.com
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    3/27/2015 And the Winners Are ... Empower, Vanguard, and Many More MFWire.com
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    3/13/2015 Even More Asset Managers' Margins Are Falling MFWire.com
    3/14/2014 Donahue Buys $421MM of Fund Assets from Rezabek MFWire.com
    6/5/2013 Cash Fund Reform is "More Likely If Far From a Sure Bet" MFWire.com
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    3/15/2013 Stork and Reaper for the Week of March 11, 2013 MFWire.com
    3/7/2013 Territ Bolsters the B-D Sales Force at Federated MFWire.com
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    1/3/2013 2013 Might Be the Year of the Asset Manager But Not For Everyone MFWire.com
    12/21/2012 Federated Tweaks Its Equity Funds MFWire.com
    12/20/2012 BlackRock and Federated Sound the Money Fund Tsunami Alarm MFWire.com
    11/15/2012 On Money Fund Reform, Fido's Disappointed, BlackRock's Not Enamored and BNY Mellon Sees Some Merit MFWire.com
    10/26/2012 Fund Firm Q3 Earnings Reports Flow In MFWire.com
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    9/28/2012 Stork and Reaper for September 28, 2012 MFWire.com
    9/24/2012 Federated Finishes Adding One Billion in AUM MFWire.com
    9/21/2012 Stork and Reaper for September 21, 2012 MFWire.com
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    8/24/2012 Two Shops Cheer the SEC MMF Decision MFWire.com
    8/21/2012 Nine Mayors Oppose the SEC MFWire.com
    8/21/2012 Donahue Stands Up For Money Funds MFWire.com
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    5/16/2012 Mairs & Powers Fund Does Well Despite Missing Apple MFWire.com
    4/30/2012 Post-Gazette Picks Up Money Fund Heebie Jeebies from Federated MFWire.com
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    3/19/2012 ICI Chief Blasts the SEC's Money Fund Plan MFWire.com
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    3/12/2012 Donahue Might Take Federated Private MFWire.com
    2/9/2012 Schwab and Federated Take a Money Fund Hit MFWire.com
    2/7/2012 Schapiro: "Money-Market Funds Remain Susceptible to Runs" MFWire.com
    1/30/2012 Money Market Fee Waivers Cost Federated $81.9M in 2011 MFWire.com
    1/30/2012 Federated's Donahue Threatens the SEC MFWire.com
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    12/22/2011 Zacks Likes Five Government Mutual Funds MFWire.com
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    12/15/2011 Fidelity, Lord Abbett, Janus All Make TheStreet's "Six Worst" for 2011 List MFWire.com
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    10/28/2011 Federated's Profits Drop 12 Percent MFWire.com
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    7/27/2011 Federated Pays Tribute MFWire.com
    7/19/2011 Federated Closes on $509M in Assets MFWire.com
    7/7/2011 Federated Chairman's Stock Sale Catches Barron's Eye MFWire.com
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    6/30/2011 A Federated PM Favors European Banks MFWire.com
    5/27/2011 Federated to Pick Up $103 Million of Fund Assets MFWire.com
    5/11/2011 Volcker and Bair Attack the 'Myth' of Stable Money Fund NAVs MFWire.com
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    5/2/2011 Federated Changes Up its PMs MFWire.com
    4/18/2011 Target Date Fund Growth Outpaces 401ks MFWire.com
    4/15/2011 Deal Sends $515 Million of Assets to Federated MFWire.com
    4/11/2011 Hollywood Entices a Mutual Fund Star MFWire.com
    3/4/2011 Federated Launches its First Ad Campaign in Eight Years MFWire.com
    11/30/2010 Deal Moves $14 Billion of Fund Assets to Federated MFWire.com
    11/12/2010 90. Chris Donahue MFWire.com
    11/1/2010 Federated's Chief Argues Against Two Money Fund Tiers MFWire.com
    10/29/2010 Federated Beats Expectations Despite Falling Earnings MFWire.com
    10/12/2010 How Much Do Employees Cost Asset Managers? MFWire.com
    10/11/2010 Chris Donahue Defends Federated's February Move MFWire.com
    10/4/2010 Money Funds are in Turmoil MFWire.com
    9/27/2010 Federated CEO's Wallet Remains Open for Deals MFWire.com
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    9/15/2010 RidgeWorth is Moving to a New Home MFWire.com
    8/5/2010 Money-Market Funds Ante Up Their Exposure to European Bank Debt MFWire.com
    7/26/2010 $1.6 Billion of Fund Assets Change Hands MFWire.com
    7/23/2010 Federated's Earnings Fall 10.5 Percent in Q2 MFWire.com
    7/16/2010 RidgeWorth Win Puts Federated in the Money MFWire.com
    6/15/2010 Among Public Fund Firms, Federated and T. Rowe Stand Out MFWire.com
    6/3/2010 Donahue Expects Money Fund Fee Waivers to Drop MFWire.com
    4/23/2010 Money Funds Now Account for Just Half of Federated's Revenue MFWire.com
    4/7/2010 Analysts Weigh in on Federated MFWire.com
    3/19/2010 Money Funds Assets Fall While Fees Remain Low MFWire.com
    3/9/2010 Dreyfus Expands its Menu MFWire.com
    3/9/2010 The Fed Finds Three Big Counterparts MFWire.com
    2/2/2010 Federated, Vanguard Weigh in on the New Money Fund Regs MFWire.com
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    1/13/2010 A Fund Manager Blazes a Trail Back to Federated MFWire.com
    11/16/2009 Money Fund Managers Return to Pre-Crash Tactics MFWire.com
    10/26/2009 Federated's Future May Hold More Deals MFWire.com
    10/23/2009 Fund Firms Need to Help Advisors Reach Women MFWire.com
    10/22/2009 Federated Waived $36.5 Million in Fees Last Quarter MFWire.com
    9/17/2009 The Expiration of the Money Fund Guarantee Looms MFWire.com
    9/14/2009 G-20 and Federated Investors Don't Mix MFWire.com
    9/2/2009 Will Van Kampen Follow in MLIM's Footsteps? MFWire.com
    9/1/2009 Federated Completes the Final Touches on its Latest Deal MFWire.com
    8/26/2009 Fidelity & Vanguard to SEC: Keep Money Fund NAVs Anchored! MFWire.com
    8/22/2009 Prospective Buyers Camp Out at a Chicago-Area Fund Firm MFWire.com
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