Franklin Resources
611 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 227 reducing their positions, and 43 closing their positions.
137% more first-time investments, than exits
New positions opened: 102 | Existing positions closed: 43
32% more call options, than puts
Call options by funds: $118M | Put options by funds: $88.9M
10% more funds holding
Funds holding: 554 → 611 (+57)
1.8% more ownership
Funds ownership: 45.08% → 46.88% (+1.8%)
0% more capital invested
Capital invested by funds: $11.2B → $11.2B (+$30.1M)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
24% less repeat investments, than reductions
Existing positions increased: 172 | Existing positions reduced: 227
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$133M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$128M |
| 3 |
Morgan Stanley
New York
|
+$118M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$80.2M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$68.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$180M |
| 2 |
JP Morgan Chase
New York
|
-$93.1M |
| 3 |
LCM
Laurion Capital Management
New York
|
-$78.7M |
| 4 |
Bank of New York Mellon
New York
|
-$75.1M |
| 5 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
-$46.2M |
BEN Hedge Fund Activity: Q4 2017 in Review
611 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2017, worth a combined $11.2B — up 0.27% from $11.2B a quarter earlier.
Buyers outnumbered sellers: 102 funds opened new BEN positions and 43 closed out — a net gain of 59 holders — while 172 added to existing stakes and 227 trimmed.
The largest buyer was T. Rowe Price Associates, adding an estimated $133M. The largest seller was Highfields Capital Management, cutting an estimated $180M.
- 611 institutional investors held Franklin Resources (BEN) as of Q4 2017, up from 554 in Q3 2017.
- Funds reported $11.2B of Franklin Resources stock for Q4 2017, up 0.27% quarter-over-quarter.
- 102 funds opened new Franklin Resources positions in Q4 2017 and 43 closed out, a net change of +59 holders.
- The largest Franklin Resources buyer in Q4 2017 was T. Rowe Price Associates, an estimated $133M added.
- The largest Franklin Resources seller in Q4 2017 was Highfields Capital Management, an estimated $180M sold.
Based on aggregated 13F filings for Q4 2017.