Franklin Resources
BEN
569 hedge funds and large institutions have $11.4B invested in Franklin Resources in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 161 increasing their positions, 234 reducing their positions, and 42 closing their positions.
89% more call options, than puts
Call options by funds: $133M | Put options by funds: $70.6M
50% more first-time investments, than exits
New positions opened: 63 | Existing positions closed: 42
33% more funds holding in top 10
Funds holding in top 10: 9 → 12 (+3)
5% more capital invested
Capital invested by funds: $10.8B → $11.4B (+$565M)
3% more funds holding
Funds holding: 551 → 569 (+18)
0.13% less ownership
Funds ownership: 45.37% → 45.23% (-0.13%)
31% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 234
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Skandinaviska Enskilda Banken (SEB)
Stockholm,
Sweden
|
+$73.3M |
| 2 |
Norges Bank
Oslo,
Norway
|
+$36M |
| 3 |
Brown Advisory
Baltimore,
Maryland
|
+$32.7M |
| 4 |
Nordea Investment Management
Stockholm,
Sweden
|
+$29.8M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$29.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Select Equity Group
New York
|
-$119M |
| 2 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$95.1M |
| 3 |
Morgan Stanley
New York
|
-$37.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$36.8M |
| 5 |
State Street
Boston,
Massachusetts
|
-$34.7M |
BEN Hedge Fund Activity: Q2 2017 in Review
569 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2017, worth a combined $11.4B — up 5.2% from $10.8B a quarter earlier.
Buyers outnumbered sellers: 63 funds opened new BEN positions and 42 closed out — a net gain of 21 holders — while 161 added to existing stakes and 234 trimmed.
The largest buyer was Skandinaviska Enskilda Banken (SEB), adding an estimated $73.3M. The largest seller was Select Equity Group, cutting an estimated $119M.
- 569 institutional investors held Franklin Resources (BEN) as of Q2 2017, up from 551 in Q1 2017.
- Funds reported $11.4B of Franklin Resources stock for Q2 2017, up 5.2% quarter-over-quarter.
- 63 funds opened new Franklin Resources positions in Q2 2017 and 42 closed out, a net change of +21 holders.
- The largest Franklin Resources buyer in Q2 2017 was Skandinaviska Enskilda Banken (SEB), an estimated $73.3M added.
- The largest Franklin Resources seller in Q2 2017 was Select Equity Group, an estimated $119M sold.
Based on aggregated 13F filings for Q2 2017.