Franklin Resources
BEN
605 hedge funds and large institutions have $14.9B invested in Franklin Resources in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 204 increasing their positions, 246 reducing their positions, and 46 closing their positions.
5% more call options, than puts
Call options by funds: $33.5M | Put options by funds: $32M
4% more first-time investments, than exits
New positions opened: 48 | Existing positions closed: 46
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
0% less funds holding
Funds holding: 607 → 605 (-2)
0.81% less ownership
Funds ownership: 50.12% → 49.32% (-0.81%)
7% less capital invested
Capital invested by funds: $16B → $14.9B (-$1.13B)
17% less repeat investments, than reductions
Existing positions increased: 204 | Existing positions reduced: 246
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
JHC
JFB Holdings Corp
Atlanta,
Georgia
|
+$77.3M |
| 2 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$63.7M |
| 3 |
Prudential Financial
Newark,
New Jersey
|
+$56.8M |
| 4 |
Fidelity Investments
Boston,
Massachusetts
|
+$55.8M |
| 5 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$50.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Harris Associates
Chicago,
Illinois
|
-$317M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$162M |
| 3 |
Axa
Paris,
France
|
-$102M |
| 4 |
Northern Trust
Chicago,
Illinois
|
-$65.5M |
| 5 |
Fiera Capital (Canada)
Montreal,
Quebec, Canada
|
-$52.5M |
BEN Hedge Fund Activity: Q2 2015 in Review
605 of the 3,711 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2015, worth a combined $14.9B — down 7.1% from $16B a quarter earlier.
Buyers outnumbered sellers: 48 funds opened new BEN positions and 46 closed out — a net gain of 2 holders — while 204 added to existing stakes and 246 trimmed.
The largest buyer was JFB Holdings Corp, opening a new position worth an estimated $77.3M. The largest seller was Harris Associates, cutting an estimated $317M.
- 605 institutional investors held Franklin Resources (BEN) as of Q2 2015, down from 607 in Q1 2015.
- Funds reported $14.9B of Franklin Resources stock for Q2 2015, down 7.1% quarter-over-quarter.
- 48 funds opened new Franklin Resources positions in Q2 2015 and 46 closed out, a net change of +2 holders.
- The largest Franklin Resources buyer in Q2 2015 was JFB Holdings Corp, an estimated $77.3M added.
- The largest Franklin Resources seller in Q2 2015 was Harris Associates, an estimated $317M sold.
Based on aggregated 13F filings for Q2 2015.