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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
MTB
101
Mizuho Trust & Banking
Japan
$25.9M +$29.1M +571,938 New
SO
102
STRS Ohio
Ohio
$25.9M +$29.1M +570,882 New
APG Asset Management
103
APG Asset Management
Netherlands
$25.1M +$28.2M +554,592 New
Schroder Investment Management Group
104
Schroder Investment Management Group
United Kingdom
$24.5M +$27.5M +540,252 New
TD Asset Management
105
TD Asset Management
Ontario, Canada
$24.2M +$27.1M +532,701 New
STC
106
SEI Trust Company
Pennsylvania
$23.8M +$26.7M +524,676 New
State of Wisconsin Investment Board
107
State of Wisconsin Investment Board
Wisconsin
$23.6M +$26.5M +520,017 New
WCM
108
Wedge Capital Management
North Carolina
$23.4M +$78.8M +1,548,540 New
Arrowstreet Capital
109
Arrowstreet Capital
Massachusetts
$23.1M +$25.9M +508,458 New
Dimensional Fund Advisors
110
Dimensional Fund Advisors
Texas
$22.9M +$25.7M +503,958 New
Principal Financial Group
111
Principal Financial Group
Iowa
$22.5M +$25.2M +495,936 New
TA
112
Teachers Advisors
New York
$21.9M +$24.5M +482,097 New
Barclays
113
Barclays
United Kingdom
$21.5M +$24.1M +473,343 New
VRS
114
Virginia Retirement Systems
Virginia
$21.4M +$24.1M +472,629 New
D.E. Shaw & Co
115
D.E. Shaw & Co
New York
$21.2M +$23.9M +468,630 New
Lord, Abbett & Co
116
Lord, Abbett & Co
New Jersey
$20.8M +$23.3M +458,412 New
BCIM
117
British Columbia Investment Management
British Columbia, Canada
$19.7M +$22.1M +435,051 New
AL
118
AJO LP
Pennsylvania
$19.4M +$21.8M +427,800 New
WBC
119
Westpac Banking Corp
Australia
$19.3M +$30M +589,227 New
BSA
120
Braun Stacey Associates
New York
$18.9M +$63.5M +1,247,679 New
BA
121
Bridgewater Associates
Connecticut
$18.3M +$20.6M +403,914 New
Canada Life
122
Canada Life
Manitoba, Canada
$17.7M +$19.9M +390,531 New
Citigroup
123
Citigroup
New York
$17.1M +$19.2M +377,745 New
Susquehanna International Group
124
Susquehanna International Group
Pennsylvania
$17.1M +$19.2M +376,836 New
NFA
125
Nationwide Fund Advisors
Ohio
$17M +$19.1M +374,211 New
3 4
5
6 7

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.