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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
AI
51
Ariel Investments
Illinois
$56M +$62.9M +1,235,358 New
California Public Employees Retirement System
52
California Public Employees Retirement System
California
$54.6M +$61.3M +1,204,161 New
BlackRock
53
BlackRock
New York
$54.4M +$61.1M +1,199,364 New
CS
54
Credit Suisse
Switzerland
$54M +$60.7M +1,191,717 New
PI
55
PGGM Investments
Netherlands
$51.6M +$57.9M +1,138,248 New
AAMU
56
Amundi Asset Management US
Massachusetts
$51.2M +$57.5M +1,129,593 New
DAC
57
Dividend Assets Capital
South Carolina
$50.2M +$56.4M +1,107,510 New
Mitsubishi UFJ Trust & Banking
58
Mitsubishi UFJ Trust & Banking
Japan
$49.4M +$55.5M +1,090,422 New
Sumitomo Mitsui Trust Group
59
Sumitomo Mitsui Trust Group
Japan
$49.3M +$55.3M +1,086,666 New
Neuberger Berman Group
60
Neuberger Berman Group
New York
$48.5M +$54.4M +1,069,152 New
First Manhattan
61
First Manhattan
New York
$48.4M +$154M +3,017,943 New
SB
62
Suntrust Banks
Georgia
$47.9M +$53.8M +1,056,957 New
AllianceBernstein
63
AllianceBernstein
Tennessee
$46.2M +$51.9M +1,018,779 New
Brown Advisory
64
Brown Advisory
Maryland
$44.6M +$50.1M +983,853 New
RCAMU
65
Rothschild & Co Asset Management US
Connecticut
$43.9M +$49.3M +967,446 New
RhumbLine Advisers
66
RhumbLine Advisers
Massachusetts
$42.1M +$47.3M +929,457 New
SIA
67
Sit Investment Associates
Minnesota
$40.8M +$45.8M +900,015 New
Fidelity Investments
68
Fidelity Investments
Massachusetts
$40.6M +$45.6M +896,247 New
New York State Teachers Retirement System (NYSTRS)
69
New York State Teachers Retirement System (NYSTRS)
New York
$40.1M +$45.1M +885,264 New
GT
70
Glenmede Trust
Pennsylvania
$40.1M +$45.1M +884,934 New
PIM
71
Profit Investment Management
Maryland
$39.5M +$44.4M +871,608 New
DnB Asset Management
72
DnB Asset Management
Norway
$39.3M +$44.1M +866,307 New
NAM
73
NorthCoast Asset Management
Connecticut
$39.1M +$43.9M +862,164 New
FAM
74
Fenimore Asset Management
New York
$37.8M +$42.4M +833,163 New
Charles Schwab
75
Charles Schwab
California
$37.7M +$41.5M +815,973 New
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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.