Franklin Resources
551 hedge funds and large institutions have $10.8B invested in Franklin Resources in 2017 Q1 according to their latest regulatory filings, with 57 funds opening new positions, 165 increasing their positions, 242 reducing their positions, and 45 closing their positions.
204% more call options, than puts
Call options by funds: $323M | Put options by funds: $106M
27% more first-time investments, than exits
New positions opened: 57 | Existing positions closed: 45
6% more capital invested
Capital invested by funds: $10.2B → $10.8B (+$626M)
0% more funds holding
Funds holding: 549 → 551 (+2)
0.15% more ownership
Funds ownership: 45.22% → 45.37% (+0.15%)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
32% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 242
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$823M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$62.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$55.5M |
| 4 |
Select Equity Group
New York
|
+$35.9M |
| 5 |
Invesco
Atlanta,
Georgia
|
+$33.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
-$214M |
| 2 |
Renaissance Technologies
New York
|
-$38.5M |
| 3 |
AI
Ariel Investments
Chicago,
Illinois
|
-$23.3M |
| 4 |
Bank of New York Mellon
New York
|
-$18.1M |
| 5 |
Barclays
London,
United Kingdom
|
-$15.6M |
BEN Hedge Fund Activity: Q1 2017 in Review
551 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q1 2017, worth a combined $10.8B — up 6.2% from $10.2B a quarter earlier.
Buyers outnumbered sellers: 57 funds opened new BEN positions and 45 closed out — a net gain of 12 holders — while 165 added to existing stakes and 242 trimmed.
The largest buyer was BlackRock, adding an estimated $823M. The largest seller was Vulcan Value Partners, exiting entirely with an estimated $214M sold.
- 551 institutional investors held Franklin Resources (BEN) as of Q1 2017, up from 549 in Q4 2016.
- Funds reported $10.8B of Franklin Resources stock for Q1 2017, up 6.2% quarter-over-quarter.
- 57 funds opened new Franklin Resources positions in Q1 2017 and 45 closed out, a net change of +12 holders.
- The largest Franklin Resources buyer in Q1 2017 was BlackRock, an estimated $823M added.
- The largest Franklin Resources seller in Q1 2017 was Vulcan Value Partners, an estimated $214M sold.
Based on aggregated 13F filings for Q1 2017.