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MFWire: Federated Funds
MUTUAL FUND FAMILY PROFILES [BETA]
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Federated Investors
Federated Investors Tower
1001 Liberty Avenue
Pittsburgh, PA  15222
Google Maps

Contact
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.

    Acquisitions

    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.

    Other

    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

    Sponsored Opportunities
    Key People:
    Chris Donahue
    CEO, President, Federated Investors, Inc.
    Gene 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
    3/24/2021 BlackRock and Voya Win Praise For Statements MFWire.com
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    7/9/2020 An ETF Vet Guides a $606B-AUM Giant In MFWire.com
    6/16/2020 Midsize Fund Firms' Inflows Return MFWire.com
    5/29/2020 The Money Fund Inflows Flood Slows a Bit MFWire.com
    3/17/2020 A Very Bad Monday MFWire.com
    3/9/2020 Asset Managers Slip As the NYSE Circuit Breaker Trips MFWire.com
    3/6/2020 170 Fundsters Gather As 92 Fund Firms Win Big MFWire.com
    2/28/2020 As Markets Swoon, Asset Managers Fall Nearly 12 Percent MFWire.com
    1/22/2020 Federated By Any Other Name MFWire.com
    11/4/2019 A PA AM Reaches a Record $527.2B In AUM MFWire.com
    9/26/2019 Matthews, 361, and JPMAM Win Big In Chi-Town MFWire.com
    9/12/2019 Federated Teams Up For Two CITs 401kWire.com
    8/9/2019 The Fundster 401k Roundup, June 14-August 9 MFWire.com
    8/6/2019 A Rough Week? How About a Rough 12 Months? MFWire.com
    7/22/2019 A True Fiduciary Champion Dies at 74 401kWire.com
    7/22/2019 Week In Preview, July 22-28 MFWire.com
    5/8/2019 Federated Buys a $12.4B MF Biz MFWire.com
    5/2/2019 Will Federated Buy a $54.6B Shop? MFWire.com
    3/11/2019 Week In Preview, March 11-17 MFWire.com
    1/22/2019 Week In Preview, January 22-27 MFWire.com
    12/19/2018 Asset Managers Fall 31 Percent MFWire.com
    10/25/2018 Federated Mourns a Second Co-Founder MFWire.com
    10/22/2018 Week In Preview, October 22-28 MFWire.com
    10/11/2018 Bad Day? Asset Managers Are Having a Bad Year. MFWire.com
    10/10/2018 Aberdeen Standard's STAR Shines In Chi-Town MFWire.com
    7/23/2018 Week In Preview, July 23-29 MFWire.com
    7/2/2018 Week In Preview, July 2-8 MFWire.com
    6/25/2018 Week In Preview, June 25-July 1 MFWire.com
    6/11/2018 Week In Preview, June 11-17 MFWire.com
    6/11/2018 Week In Preview, June 11-17 401kWire.com
    5/30/2018 BlackRock Beat Vanguard Last Month MFWire.com
    5/29/2018 Week In Preview, May 29 - June 3 MFWire.com
    4/23/2018 Week In Preview, April 23-29 401kWire.com
    4/13/2018 For $351MM, Federated Buys an ESG Shop MFWire.com
    3/27/2018 Even Vanguard and BlackRock Took a Flows Hit MFWire.com
    3/19/2018 Week In Preview, March 19-25 MFWire.com
    3/12/2018 Week In Preview, March 12-18 MFWire.com
    2/28/2018 Nuveen, Vanguard, T. Rowe, and Fidelity Dominate in the Big Apple MFWire.com
    2/20/2018 Week In Preview, February 20-25 MFWire.com
    1/16/2018 Week In Preview January 16-21 MFWire.com
    12/7/2017 Will Eaton Vance or Federated Acquire Across the Pond? MFWire.com
    9/5/2017 Filings For Fundsters - September 5, 2017 MFWire.com
    8/9/2017 Filings for Fundsters - August 9, 2017 MFWire.com
    8/4/2017 Filings for Fundsters - August 4, 2017 MFWire.com
    6/14/2017 Pershing Insite 2017 Begins! MFWire.com
    6/5/2017 Week In Preview, June 5-11 MFWire.com
    5/26/2017 Filings for Fundsters - May 26, 2017 MFWire.com
    5/24/2017 Filings for Fundsters - May 24, 2017 MFWire.com
    5/16/2017 Follow the Fundsters - May 16, 2017 MFWire.com
    5/12/2017 Federated Investors Founder Passes Away MFWire.com
    5/12/2017 Federated's Fight With an Ex-Employee Cascades MFWire.com
    5/8/2017 This Week In Preview, May 8-14 MFWire.com
    4/28/2017 Filings for Fundsters - April 28, 2017 MFWire.com
    4/25/2017 Follow the Fundsters - April 25, 2017 MFWire.com
    2/15/2017 A Deep Dive Into Fidelity's New Platform MFWire.com
    2/9/2017 The New Fund Fuss - February 9, 2017 MFWire.com
    1/30/2017 Eye for Earnings - January 30, 2017 MFWire.com
    1/27/2017 Filings for Fundsters - January 27, 2017 MFWire.com
    12/2/2016 Filings for Fundsters - December 2, 2016 MFWire.com
    11/18/2016 Filings for Fundsters - November 18, 2016 MFWire.com
    11/14/2016 UniCredit Shops Pioneer: A Timeline MFWire.com
    11/10/2016 Mister Market Smiles On Asset Managers After Trump's Big Win MFWire.com
    11/4/2016 Eye for Earnings - November 4, 2016 MFWire.com
    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
    8/15/2016 Filings For Fundsters - August 15, 2016 MFWire.com
    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
    6/6/2016 1200 FAs Gather in Orlando MFWire.com
    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
    4/8/2016 DiMarsico Builds Out a New Team For Federated MFWire.com
    3/23/2016 101 Fund Families Win in Gotham MFWire.com
    1/4/2016 Mr. Market Smiles On Two Fund Firms As the Dow Tumbles MFWire.com
    9/14/2015 Szilagyi Does Two Deals, Brings Fifteen Funds to Catalyst MFWire.com
    9/8/2015 Uh Oh: Galvin Is Digging Into NAVgate MFWire.com
    8/27/2015 No NAVs: BNY Mellon's Fundster Customers Scramble MFWire.com
    8/11/2015 28 Fund Firms Are Paying Morgan Stanley At Least $1MM MFWire.com
    7/13/2015 This Is What Goldman Paid Buddy Donahue ... and This Is How He Invests MFWire.com
    4/23/2015 The Most Underpaid Fundster CEO Is Not Who You Think MFWire.com
    4/17/2015 That Reich and Tang Deal Is ON MFWire.com
    4/1/2015 Cap Group, Fidelity, and Pimco Break Out the Champagne MFWire.com
    3/27/2015 And the Winners Are ... Empower, Vanguard, and Many More MFWire.com
    3/24/2015 Federated Stays "Very Active" in Deals, Agreeing to One and Prepping Another MFWire.com
    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
    5/24/2013 Stork and Reaper for the Week of May 24, 2013 MFWire.com
    5/20/2013 Which Funds are the Worst? MFWire.com
    5/15/2013 InvestmentNews Unveils Mutual Fund Losers List MFWire.com
    4/29/2013 Three Things to Know From Federated's Earnings MFWire.com
    4/18/2013 An Analyst Drills Down on Flows of Five Firms MFWire.com
    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
    1/28/2013 Three Things To Know About Federated's Earnings MFWire.com
    1/11/2013 Forbes Details the ETF Landscape MFWire.com
    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
    10/15/2012 BNY Mellon and Federated Turned Reserve Down MFWire.com
    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
    9/10/2012 Two Fifth Third Deals Are Now Done MFWire.com
    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
    7/20/2012 Massachusetts Breaks Up With Fidelity MFWire.com
    6/28/2012 Donahue Does a $903MM Deal MFWire.com
    6/7/2012 Federated and Dexia? MFWire.com
    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
    4/27/2012 Federated Reports Mixed Q1 Results MFWire.com
    4/16/2012 Federated Buys in London MFWire.com
    3/22/2012 Chris Donahue, Greg Johnson and Jamie Kennedy All Had a Good 2011 MFWire.com
    3/19/2012 ICI Chief Blasts the SEC's Money Fund Plan MFWire.com
    3/16/2012 Federated's Shares Recover as Donahue Fights MFWire.com
    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
    12/23/2011 Federated Does a Deal in London MFWire.com
    12/22/2011 Zacks Likes Five Government Mutual Funds MFWire.com
    12/16/2011 The Next Star PMs? The Street Makes a List MFWire.com
    12/15/2011 Fidelity, Lord Abbett, Janus All Make TheStreet's "Six Worst" for 2011 List MFWire.com
    12/6/2011 Many Fund Firms Now Underperform Their Own Funds MFWire.com
    12/5/2011 Will PM Teams Outshine Stars? MFWire.com
    10/28/2011 Federated's Profits Drop 12 Percent MFWire.com
    10/13/2011 Federated Inks a Lease Extension for its HQ MFWire.com
    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
    7/5/2011 Federated is Hiring MFWire.com
    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
    5/3/2011 Bloomberg Attacks Bear Funds MFWire.com
    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
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