Franklin Resources
557 hedge funds and large institutions have $8.22B invested in Franklin Resources in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 201 increasing their positions, 186 reducing their positions, and 63 closing their positions.
432% more call options, than puts
Call options by funds: $44.9M | Put options by funds: $8.44M
12% more capital invested
Capital invested by funds: $7.37B → $8.22B (+$852M)
8% more repeat investments, than reductions
Existing positions increased: 201 | Existing positions reduced: 186
5% more first-time investments, than exits
New positions opened: 66 | Existing positions closed: 63
0% more funds holding
Funds holding: 557 → 557 (0)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.38% less ownership
Funds ownership: 49.34% → 48.96% (-0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$45.5M |
| 2 |
Charles Schwab
San Francisco,
California
|
+$31.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$27.6M |
| 4 |
JCM
Junto Capital Management
New York
|
+$27.5M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$24.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$174M |
| 2 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
-$71.5M |
| 3 |
SCM
Shelton Capital Management
Denver,
Colorado
|
-$32.1M |
| 4 |
Morgan Stanley
New York
|
-$30.2M |
| 5 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$28.2M |
BEN Hedge Fund Activity: Q1 2019 in Review
557 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q1 2019, worth a combined $8.22B — up 12% from $7.37B a quarter earlier.
Buyers outnumbered sellers: 66 funds opened new BEN positions and 63 closed out — a net gain of 3 holders — while 201 added to existing stakes and 186 trimmed.
The largest buyer was Ameriprise, adding an estimated $45.5M. The largest seller was Massachusetts Financial Services, cutting an estimated $174M.
- 557 institutional investors held Franklin Resources (BEN) as of Q1 2019, unchanged from Q4 2018.
- Funds reported $8.22B of Franklin Resources stock for Q1 2019, up 12% quarter-over-quarter.
- 66 funds opened new Franklin Resources positions in Q1 2019 and 63 closed out, a net change of +3 holders.
- The largest Franklin Resources buyer in Q1 2019 was Ameriprise, an estimated $45.5M added.
- The largest Franklin Resources seller in Q1 2019 was Massachusetts Financial Services, an estimated $174M sold.
Based on aggregated 13F filings for Q1 2019.