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Franklin Resources
BEN

573 hedge funds and large institutions have $14.8B invested in Franklin Resources in 2013 Q2 according to their latest regulatory filings, with 573 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

156.47% more ownership

Funds ownership: 0% → 156.47% (+156%)

58% less call options, than puts

Call options by funds: $81.6M | Put options by funds: $194M

Holders
573
Holders Change
+573
Holders Change %
–
% of All Funds
18.7%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
573
Increased
–
Reduced
–
Closed
–
Calls
$81.6M
Puts
$194M
Net Calls
-$112M
Net Calls Change
-$112M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
ACI
401
Advance Capital I
Michigan
$805K +$904K +17,760 New
TBA
402
Tower Bridge Advisors
Pennsylvania
$804K +$903K +17,730 New
Rafferty Asset Management
403
Rafferty Asset Management
New York
$781K +$877K +17,223 New
IIM
404
Ivory Investment Management
New York
$777K +$873K +17,148 New
GIA
405
GHP Investment Advisors
Colorado
$776K +$871K +17,118 New
WF
406
Welch & Forbes
Massachusetts
$775K +$871K +17,100 New
EML
407
Eos Management LP
New York
$771K +$2.6M +51,000 New
SCM
408
Sterling Capital Management
North Carolina
$745K +$836K +16,428 New
AA
409
Apriem Advisors
California
$735K +$825K +16,200 New
P
410
Pitcairn
Pennsylvania
$734K +$825K +16,197 New
Verition Fund Management
411
Verition Fund Management
Connecticut
$723K +$812K +15,945 New
FMII
412
Farmers & Merchants Investments Inc
Nebraska
$723K +$812K +15,957 New
KCM
413
Kornitzer Capital Management
Kansas
$721K +$809K +15,900 New
PI
414
Putnam Investments
Massachusetts
$720K +$809K +15,891 New
WTNA
415
Wilmington Trust National Association
Delaware
$712K +$800K +15,705 New
RBA
416
Richard Bernstein Advisors
New York
$687K +$772K +15,162 New
MM
417
Midas Management
New York
$680K +$764K +15,000 New
BTW
418
Boston Trust Walden
Massachusetts
$666K +$748K +14,700 New
AF
419
Allworth Financial
California
$660K +$741K +14,562 New
FFBTD
420
First Financial Bank - Trust Division
Ohio
$654K +$734K +14,412 New
1IC
421
1919 Investment Counsel
Maryland
$649K +$728K +14,307 New
GMIM
422
General Motors Investment Management
New York
$645K +$724K +14,223 New
BAM
423
Barrett Asset Management
New York
$639K +$718K +14,100 New
NI
424
Numeric Investors
Massachusetts
$632K +$710K +13,950 New
CA
425
Cornerstone Advisors
North Carolina
$612K +$687K +13,500 New
15 16
17
18 19

BEN Hedge Fund Activity: Q2 2013 in Review

573 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2013, worth a combined $14.8B.

Buyers outnumbered sellers: 573 funds opened new BEN positions and 0 closed out — a net gain of 573 holders — while 0 added to existing stakes and 0 trimmed.

  • 573 institutional investors held Franklin Resources (BEN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $14.8B of Franklin Resources stock for Q2 2013.
  • 573 funds opened new Franklin Resources positions in Q2 2013 and 0 closed out, a net change of +573 holders.

Based on aggregated 13F filings for Q2 2013.