Franklin Resources
517 hedge funds and large institutions have $6.27B invested in Franklin Resources in 2019 Q4 according to their latest regulatory filings, with 68 funds opening new positions, 159 increasing their positions, 207 reducing their positions, and 67 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 6 → 9 (+3)
1% more first-time investments, than exits
New positions opened: 68 | Existing positions closed: 67
0.27% less ownership
Funds ownership: 48.68% → 48.41% (-0.27%)
2% less funds holding
Funds holding: 527 → 517 (-10)
11% less capital invested
Capital invested by funds: $7.06B → $6.27B (-$786M)
23% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 207
45% less call options, than puts
Call options by funds: $16.6M | Put options by funds: $30.2M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$85.1M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$31.8M |
| 3 |
Bank of New York Mellon
New York
|
+$24.5M |
| 4 |
AAMU
Amundi Asset Management US
Boston,
Massachusetts
|
+$22.6M |
| 5 |
BlackRock
New York
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
APG Asset Management
Amsterdam,
Netherlands
|
-$64.1M |
| 2 |
JP Morgan Chase
New York
|
-$51.3M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$29.6M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$27.7M |
| 5 |
Janus Henderson Group
London,
United Kingdom
|
-$24M |
BEN Hedge Fund Activity: Q4 2019 in Review
517 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2019, worth a combined $6.27B — down 11% from $7.06B a quarter earlier.
Buyers outnumbered sellers: 68 funds opened new BEN positions and 67 closed out — a net gain of 1 holder — while 159 added to existing stakes and 207 trimmed.
The largest buyer was State Street, adding an estimated $85.1M. The largest seller was APG Asset Management, cutting an estimated $64.1M.
- 517 institutional investors held Franklin Resources (BEN) as of Q4 2019, down from 527 in Q3 2019.
- Funds reported $6.27B of Franklin Resources stock for Q4 2019, down 11% quarter-over-quarter.
- 68 funds opened new Franklin Resources positions in Q4 2019 and 67 closed out, a net change of +1 holder.
- The largest Franklin Resources buyer in Q4 2019 was State Street, an estimated $85.1M added.
- The largest Franklin Resources seller in Q4 2019 was APG Asset Management, an estimated $64.1M sold.
Based on aggregated 13F filings for Q4 2019.