We are live on ! Find out more
BEN icon

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
B
451
BancorpSouth
Mississippi
$471K +$529K +10,389 New
CI
452
Conning Inc
Connecticut
$469K +$526K +10,335 New
FNT
453
First National Trust
Pennsylvania
$461K +$517K +10,161 New
QT
454
Quantbot Technologies
New York
$453K +$509K +9,999 New
WT
455
Wilmington Trust
Delaware
$450K +$506K +9,936 New
DL
456
Delta Lloyd
Netherlands
$445K +$500K +9,822 New
HPCM
457
High Pointe Capital Management
Illinois
$435K +$489K +9,600 New
QIM
458
Quantitative Investment Management
Virginia
$435K +$489K +9,600 New
CAM
459
Cypress Asset Management
Texas
$416K +$467K +9,180 New
PTC
460
Private Trust Company
Ohio
$413K +$464K +9,108 New
Aristotle Capital Management
461
Aristotle Capital Management
California
$408K +$458K +9,000 New
DWA
462
Douglass Winthrop Advisors
New York
$408K +$458K +9,000 New
DY
463
Dowling & Yahnke
California
$408K +$458K +9,000 New
TCOO
464
Trust Company of Oklahoma
Oklahoma
$404K +$454K +8,910 New
BC
465
Banced Corp
Illinois
$400K +$450K +8,832 New
MCM
466
Matarin Capital Management
New York
$399K +$448K +8,802 New
SF
467
Synovus Financial
Georgia
$390K +$437K +8,574 New
BDF
468
Balasa Dinverno & Foltz
$382K +$429K +8,421 New
MSR
469
Main Street Research
Connecticut
$378K +$424K +8,337 New
WFM
470
Wilmington Funds Management
Delaware
$378K +$425K +8,340 New
Connor, Clark & Lunn Investment Management (CC&L)
471
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$373K +$397K +7,800 New
WTIM
472
Wilmington Trust Investment Management
Delaware
$369K +$414K +8,130 New
MBT
473
Montecito Bank & Trust
California
$363K +$408K +8,016 New
CC
474
ClearArc Capital
Ohio
$361K +$405K +7,953 New
Fuller & Thaler Asset Management
475
Fuller & Thaler Asset Management
California
$360K +$405K +7,950 New
17 18
19
20 21

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.