Franklin Resources
BEN
567 hedge funds and large institutions have $8.92B invested in Franklin Resources in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 192 increasing their positions, 199 reducing their positions, and 50 closing their positions.
38% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 50
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
8% more capital invested
Capital invested by funds: $8.22B → $8.92B (+$696M)
2% more funds holding
Funds holding: 556 → 567 (+11)
1.74% more ownership
Funds ownership: 48.96% → 50.7% (+1.7%)
3% less call options, than puts
Call options by funds: $34.7M | Put options by funds: $35.7M
4% less repeat investments, than reductions
Existing positions increased: 192 | Existing positions reduced: 199
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$168M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$106M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
+$65.3M |
| 4 |
JP Morgan Chase
New York
|
+$63.8M |
| 5 |
SCM
Shelton Capital Management
Denver,
Colorado
|
+$56M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$221M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$59.5M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$41.4M |
| 5 |
JCM
Junto Capital Management
New York
|
-$28.8M |
BEN Hedge Fund Activity: Q2 2019 in Review
567 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2019, worth a combined $8.92B — up 8.5% from $8.22B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new BEN positions and 50 closed out — a net gain of 19 holders — while 192 added to existing stakes and 199 trimmed.
The largest buyer was Vanguard Group, adding an estimated $168M. The largest seller was Pzena Investment Management, cutting an estimated $221M.
- 567 institutional investors held Franklin Resources (BEN) as of Q2 2019, up from 556 in Q1 2019.
- Funds reported $8.92B of Franklin Resources stock for Q2 2019, up 8.5% quarter-over-quarter.
- 69 funds opened new Franklin Resources positions in Q2 2019 and 50 closed out, a net change of +19 holders.
- The largest Franklin Resources buyer in Q2 2019 was Vanguard Group, an estimated $168M added.
- The largest Franklin Resources seller in Q2 2019 was Pzena Investment Management, an estimated $221M sold.
Based on aggregated 13F filings for Q2 2019.