We are live on ! Find out more
BEN icon

Franklin Resources
BEN

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.

New
Increased
Maintained
Reduced
Closed

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

Holders
611
Holders Change
+57
Holders Change %
+10.29%
% of All Funds
13.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
102
Increased
172
Reduced
227
Closed
43
Calls
$118M
Puts
$88.9M
Net Calls
+$28.7M
Net Calls Change
-$11.9M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$133M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$80.2M
5
Ameriprise
Ameriprise
Minnesota
+$68.1M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highfields Capital Management
Massachusetts
-$180M
2
JP Morgan Chase
JP Morgan Chase
New York
-$93.1M
3
LCM
Laurion Capital Management
New York
-$78.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$75.1M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$46.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
QC
276
Quadrature Capital
United Kingdom
$1.58M +$1.57M +36,353 New
SI
277
Stephens Inc
Arkansas
$1.56M -$164K -3,786 -9%
WT
278
Whittier Trust
California
$1.56M – – –
FA
279
FDx Advisors
Illinois
$1.56M -$10K -232 -0.6%
SRAM
280
Stone Ridge Asset Management
New York
$1.56M +$1.56M +35,926 New
CGH
281
Crossmark Global Holdings
Texas
$1.53M +$53.4K +1,233 +4%
TRSOTSOK
282
Teachers Retirement System of the State of Kentucky
Kentucky
$1.52M -$173K -4,000 -10%
BC
283
Burney Company
Virginia
$1.52M -$97.4K -2,250 -6%
PS
284
Pensionfund Sabic
Netherlands
$1.52M +$1.52M +35,000 New
SI
285
Sentry Investments
Ontario, Canada
$1.51M – – –
AIA
286
AIMZ Investment Advisors
California
$1.44M -$17K -392 -1%
IG
287
ING Group
Netherlands
$1.43M +$114K +2,637 +9%
OPCM
288
Osborne Partners Capital Management
California
$1.43M – – –
SAM
289
Securian Asset Management
Minnesota
$1.42M -$16.4K -378 -1%
GWM
290
Greenwich Wealth Management
Connecticut
$1.41M +$2.42K +56 +0.2%
WAM
291
World Asset Management
Michigan
$1.41M -$184K -4,243 -12%
AIL
292
AGF Investments LLC
Ontario, Canada
$1.39M +$263K +6,072 +23%
Voloridge Investment Management
293
Voloridge Investment Management
Florida
$1.39M +$1.39M +31,989 New
JCM
294
Jag Capital Management
Missouri
$1.38M – – –
Commonwealth Equity Services
295
Commonwealth Equity Services
Massachusetts
$1.38M +$338K +7,801 +33%
NMERB
296
New Mexico Educational Retirement Board
New Mexico
$1.37M +$56.3K +1,300 +4%
UCI
297
Uncommon Cents Investing
Wisconsin
$1.37M +$1.37M +31,615 New
ISL
298
Ingalls & Snyder LLC
New York
$1.37M -$248K -5,720 -15%
ZCM
299
Zebra Capital Management
Connecticut
$1.35M -$526K -12,140 -28%
PA
300
Pinnacle Associates
New York
$1.33M -$16.2K -375 -1%
10 11
12
13 14

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.