We are live on ! Find out more
BEN icon

Franklin Resources
BEN

611 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 43

32% more call options, than puts

Call options by funds: $118M | Put options by funds: $88.9M

10% more funds holding

Funds holding: 554 → 611 (+57)

1.8% more ownership

Funds ownership: 45.08% → 46.88% (+1.8%)

0% more capital invested

Capital invested by funds: $11.2B → $11.2B (+$30.1M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

24% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 227

Holders
611
Holders Change
+57
Holders Change %
+10.29%
% of All Funds
13.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
102
Increased
172
Reduced
227
Closed
43
Calls
$118M
Puts
$88.9M
Net Calls
+$28.7M
Net Calls Change
-$11.9M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$133M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$80.2M
5
Ameriprise
Ameriprise
Minnesota
+$68.1M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highfields Capital Management
Massachusetts
-$180M
2
JP Morgan Chase
JP Morgan Chase
New York
-$93.1M
3
LCM
Laurion Capital Management
New York
-$78.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$75.1M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$46.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
626
MML Investors Services
Massachusetts
– -$560K -12,584 Closed
CAM
627
Crestone Asset Management
Colorado
– -$504K -11,328 Closed
WS
628
Wedbush Securities
California
– -$415K -9,327 Closed
SIM
629
Sentry Investment Management
Wisconsin
– -$402K -9,031 Closed
ECM
630
ETrade Capital Management
Virginia
– -$369K -8,295 Closed
BF
631
BOK Financial
Oklahoma
– -$333K -7,500 Closed
CANY
632
Caxton Associates (New York)
New York
– -$320K -7,200 Closed
ZCA
633
Zeke Capital Advisors
Pennsylvania
– -$319K -7,175 Closed
CRC
634
Curi RMB Capital
Illinois
– -$319K -7,169 Closed
DWT
635
Dorsey & Whitney Trust
South Dakota
– -$276K -6,209 Closed
DCM
636
Driehaus Capital Management
Illinois
– -$251K -5,642 Closed
PI
637
Putnam Investments
Massachusetts
– -$240K -5,400 Closed
DILIC
638
Dai-ichi Life Insurance Company
Japan
– -$226K -5,072 Closed
LOAME
639
Lombard Odier Asset Management (Europe)
United Kingdom
– -$225K -5,044 Closed
1832 Asset Management
640
1832 Asset Management
Ontario, Canada
– -$209K -4,861 Closed
MJRIC
641
Mogy Joel R Investment Counsel
California
– -$214K -4,800 Closed
HCM
642
Highbridge Capital Management
New York
– -$210K -4,706 Closed
Truist Financial
643
Truist Financial
North Carolina
– -$203K -4,570 Closed
MCIA
644
Mountain Capital Investment Advisors
Colorado
– -$122K -2,752 Closed
NAMA
645
Nikko Asset Management Americas
New York
– -$120K -2,700 Closed
GBBWRPM
646
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$48K -1,088 Closed
NFG
647
Next Financial Group
Texas
– -$49K -1,088 Closed
CFA
648
Carroll Financial Associates
North Carolina
– -$47K -1,056 Closed
Twin Tree Management
649
Twin Tree Management
Texas
– -$33.3K -769 Closed
AC
650
Alexandria Capital
Virginia
– -$18K -407 Closed
23 24 25
26
27

BEN Hedge Fund Activity: Q4 2017 in Review

611 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2017, worth a combined $11.2B — up 0.27% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new BEN positions and 43 closed out — a net gain of 59 holders — while 172 added to existing stakes and 227 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $133M. The largest seller was Highfields Capital Management, cutting an estimated $180M.

  • 611 institutional investors held Franklin Resources (BEN) as of Q4 2017, up from 554 in Q3 2017.
  • Funds reported $11.2B of Franklin Resources stock for Q4 2017, up 0.27% quarter-over-quarter.
  • 102 funds opened new Franklin Resources positions in Q4 2017 and 43 closed out, a net change of +59 holders.
  • The largest Franklin Resources buyer in Q4 2017 was T. Rowe Price Associates, an estimated $133M added.
  • The largest Franklin Resources seller in Q4 2017 was Highfields Capital Management, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2017.