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Franklin Resources
BEN

573 hedge funds and large institutions have $14.8B invested in Franklin Resources in 2013 Q2 according to their latest regulatory filings, with 573 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

156.47% more ownership

Funds ownership: 0% → 156.47% (+156%)

58% less call options, than puts

Call options by funds: $81.6M | Put options by funds: $194M

Holders
573
Holders Change
+573
Holders Change %
–
% of All Funds
18.7%
Holding in Top 10
17
Holding in Top 10 Change
+17
Holding in Top 10 Change %
% of All Funds
0.55%
New
573
Increased
–
Reduced
–
Closed
–
Calls
$81.6M
Puts
$194M
Net Calls
-$112M
Net Calls Change
-$112M

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$1.1B +$1.24B +24,333,615 New
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$1.02B +$1.15B +22,570,197 New
State Street
3
State Street
Massachusetts
$857M +$962M +18,894,873 New
Harris Associates
4
Harris Associates
Illinois
$714M +$802M +15,755,703 New
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$621M +$697M +13,696,143 New
Northern Trust
6
Northern Trust
Illinois
$567M +$637M +12,505,014 New
BIT
7
BlackRock Institutional Trust
California
$518M +$582M +11,426,868 New
Winslow Capital Management
8
Winslow Capital Management
Minnesota
$354M +$397M +7,803,105 New
Bank of New York Mellon
9
Bank of New York Mellon
New York
$324M +$363M +7,135,305 New
Ameriprise
10
Ameriprise
Minnesota
$316M +$355M +6,965,829 New
HCM
11
Highfields Capital Management
Massachusetts
$312M +$351M +6,884,991 New
American Century Companies
12
American Century Companies
Missouri
$300M +$337M +6,613,548 New
Wells Fargo
13
Wells Fargo
California
$254M +$285M +5,594,181 New
Norges Bank
14
Norges Bank
Norway
$184M +$207M +4,058,790 New
BFA
15
BlackRock Fund Advisors
California
$165M +$185M +3,633,369 New
PAM
16
Panagora Asset Management
Massachusetts
$155M +$173M +3,407,661 New
Pzena Investment Management
17
Pzena Investment Management
New York
$152M +$171M +3,353,454 New
RFC
18
Russell Frank Company
Washington
$140M +$157M +3,084,816 New
TCIM
19
TIAA CREF Investment Management
New York
$138M +$154M +3,033,039 New
Calamos Advisors
20
Calamos Advisors
Illinois
$136M +$153M +3,002,487 New
Fayez Sarofim & Co
21
Fayez Sarofim & Co
Texas
$135M +$152M +2,982,261 New
Bank of Montreal
22
Bank of Montreal
Ontario, Canada
$131M +$148M +2,898,573 New
BG
23
BlackRock Group
United Kingdom
$131M +$147M +2,890,323 New
MAA
24
Managed Account Advisors
New Jersey
$130M +$146M +2,859,543 New
Geode Capital Management
25
Geode Capital Management
Massachusetts
$129M +$145M +2,850,474 New
1
2 3 4 5

BEN Hedge Fund Activity: Q2 2013 in Review

573 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2013, worth a combined $14.8B.

Buyers outnumbered sellers: 573 funds opened new BEN positions and 0 closed out — a net gain of 573 holders — while 0 added to existing stakes and 0 trimmed.

  • 573 institutional investors held Franklin Resources (BEN) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $14.8B of Franklin Resources stock for Q2 2013.
  • 573 funds opened new Franklin Resources positions in Q2 2013 and 0 closed out, a net change of +573 holders.

Based on aggregated 13F filings for Q2 2013.