Franklin Resources
479 hedge funds and large institutions have $4.08B invested in Franklin Resources in 2020 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 93 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 156
0.82% more ownership
Funds ownership: 48.41% → 49.22% (+0.82%)
7% less funds holding
Funds holding: 517 → 479 (-38)
22% less funds holding in top 10
Funds holding in top 10: 9 → 7 (-2)
33% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 93
35% less capital invested
Capital invested by funds: $6.27B → $4.08B (-$2.2B)
49% less call options, than puts
Call options by funds: $7.58M | Put options by funds: $14.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
+$159M |
| 2 |
PP
Prudential plc
London, England,
United Kingdom
|
+$79.8M |
| 3 |
State Street
Boston,
Massachusetts
|
+$72.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$51.9M |
| 5 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$26.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$108M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$82.6M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$46.4M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$37.1M |
| 5 |
Millennium Management
New York
|
-$31.5M |
BEN Hedge Fund Activity: Q1 2020 in Review
479 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q1 2020, worth a combined $4.08B — down 35% from $6.27B a quarter earlier.
Sellers outnumbered buyers: 93 funds closed out of BEN and 62 opened new positions — a net loss of 31 holders — while 156 trimmed existing stakes and 183 added.
The largest buyer was Clarkston Capital Partners, opening a new position worth an estimated $159M. The largest seller was Ameriprise, cutting an estimated $108M.
- 479 institutional investors held Franklin Resources (BEN) as of Q1 2020, down from 517 in Q4 2019.
- Funds reported $4.08B of Franklin Resources stock for Q1 2020, down 35% quarter-over-quarter.
- 62 funds opened new Franklin Resources positions in Q1 2020 and 93 closed out, a net change of -31 holders.
- The largest Franklin Resources buyer in Q1 2020 was Clarkston Capital Partners, an estimated $159M added.
- The largest Franklin Resources seller in Q1 2020 was Ameriprise, an estimated $108M sold.
Based on aggregated 13F filings for Q1 2020.