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Franklin Resources
BEN

611 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 172 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed

137% more first-time investments, than exits

New positions opened: 102 | Existing positions closed: 43

32% more call options, than puts

Call options by funds: $118M | Put options by funds: $88.9M

10% more funds holding

Funds holding: 554 → 611 (+57)

1.8% more ownership

Funds ownership: 45.08% → 46.88% (+1.8%)

0% more capital invested

Capital invested by funds: $11.2B → $11.2B (+$30.1M)

22% less funds holding in top 10

Funds holding in top 10: 9 → 7 (-2)

24% less repeat investments, than reductions

Existing positions increased: 172 | Existing positions reduced: 227

Holders
611
Holders Change
+57
Holders Change %
+10.29%
% of All Funds
13.86%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
102
Increased
172
Reduced
227
Closed
43
Calls
$118M
Puts
$88.9M
Net Calls
+$28.7M
Net Calls Change
-$11.9M

Top Buyers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$133M
2
Citadel Advisors
Citadel Advisors
Florida
+$128M
3
Morgan Stanley
Morgan Stanley
New York
+$118M
4
AQR Capital Management
AQR Capital Management
Connecticut
+$80.2M
5
Ameriprise
Ameriprise
Minnesota
+$68.1M

Top Sellers

Rank Fund Capital Flow
1
HCM
Highfields Capital Management
Massachusetts
-$180M
2
JP Morgan Chase
JP Morgan Chase
New York
-$93.1M
3
LCM
Laurion Capital Management
New York
-$78.7M
4
Bank of New York Mellon
Bank of New York Mellon
New York
-$75.1M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$46.2M
Name Holding Trade Value Shares
Change 		Change in
Stake
US Bancorp
201
US Bancorp
Minnesota
$3.21M -$327K -7,551 -9%
NMIMC
202
Northwestern Mutual Investment Management Company
Wisconsin
$3.2M +$1.99K +46 +0.1%
LIA
203
LS Investment Advisors
Michigan
$3.18M +$114K +2,624 +4%
HIMCH
204
Hartford Investment Management Co (HIMCO)
Connecticut
$3.17M -$150K -3,464 -5%
FWCM
205
Ferguson Wellman Capital Management
Oregon
$3.17M – – –
Rafferty Asset Management
206
Rafferty Asset Management
New York
$3.17M +$744K +17,185 +31%
PG
207
Pendal Group
Australia
$3.15M +$3.15M +72,695 New
BUB
208
BBVA USA Bancshares
Texas
$3.05M +$63.7K +1,470 +2%
PDN
209
Pensionfund DSM Netherlands
Netherlands
$2.99M +$2.99M +69,000 New
DekaBank Deutsche Girozentrale
210
DekaBank Deutsche Girozentrale
Germany
$2.87M – – –
CWM
211
CIBC World Markets
New York
$2.86M +$787K +18,171 +38%
Envestnet Asset Management
212
Envestnet Asset Management
Illinois
$2.81M +$92.2K +2,128 +3%
MCIM
213
Meadow Creek Investment Management
Georgia
$2.8M -$4.24M -97,916 -60%
AIM
214
Assured Investment Management
New York
$2.79M +$2.79M +64,394 New
Public Employees Retirement Association of Colorado
215
Public Employees Retirement Association of Colorado
Colorado
$2.78M +$92.3K +2,132 +3%
CCP
216
Corient Capital Partners
California
$2.77M +$127K +2,925 +5%
GP
217
GLG Partners
United Kingdom
$2.73M +$346K +8,000 +15%
PP
218
Prospector Partners
Connecticut
$2.7M – – –
URS
219
Utah Retirement Systems
Utah
$2.69M +$34.6K +800 +1%
HNB
220
Huntington National Bank
Ohio
$2.66M -$235K -5,419 -8%
Zurich Cantonal Bank
221
Zurich Cantonal Bank
Switzerland
$2.65M -$266K -6,151 -9%
HA
222
Harbor Advisors
Florida
$2.63M – – –
SIRP
223
Shelter Insurance Retirement Plan
Missouri
$2.63M – – –
Victory Capital Management
224
Victory Capital Management
Texas
$2.62M +$256K +5,914 +11%
CF
225
CNA Financial
Illinois
$2.58M -$170K -3,935 -6%
7 8
9
10 11

BEN Hedge Fund Activity: Q4 2017 in Review

611 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2017, worth a combined $11.2B — up 0.27% from $11.2B a quarter earlier.

Buyers outnumbered sellers: 102 funds opened new BEN positions and 43 closed out — a net gain of 59 holders — while 172 added to existing stakes and 227 trimmed.

The largest buyer was T. Rowe Price Associates, adding an estimated $133M. The largest seller was Highfields Capital Management, cutting an estimated $180M.

  • 611 institutional investors held Franklin Resources (BEN) as of Q4 2017, up from 554 in Q3 2017.
  • Funds reported $11.2B of Franklin Resources stock for Q4 2017, up 0.27% quarter-over-quarter.
  • 102 funds opened new Franklin Resources positions in Q4 2017 and 43 closed out, a net change of +59 holders.
  • The largest Franklin Resources buyer in Q4 2017 was T. Rowe Price Associates, an estimated $133M added.
  • The largest Franklin Resources seller in Q4 2017 was Highfields Capital Management, an estimated $180M sold.

Based on aggregated 13F filings for Q4 2017.