Franklin Templeton
608 hedge funds and large institutions have $16B invested in Franklin Templeton in 2015 Q1 according to their latest regulatory filings, with 56 funds opening new positions, 202 increasing their positions, 249 reducing their positions, and 44 closing their positions.
27% more first-time investments, than exits
New positions opened: 56 | Existing positions closed: 44
0% more funds holding
Funds holding: 605 → 608 (+3)
0.64% less ownership
Funds ownership: 50.76% → 50.12% (-0.64%)
1% less call options, than puts
Call options by funds: $29.7M | Put options by funds: $30M
9% less capital invested
Capital invested by funds: $17.5B → $16B (-$1.49B)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
19% less repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 249
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
+$94.7M |
| 2 |
VVP
Vulcan Value Partners
Birmingham,
Alabama
|
+$59.6M |
| 3 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$54.7M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
+$42.2M |
| 5 |
Two Sigma Investments
New York
|
+$40.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EC
Eminence Capital
New York
|
-$88M |
| 2 |
IGIM
I.G. Investment Management
Winnipeg,
Manitoba, Canada
|
-$84.8M |
| 3 |
Goldman Sachs
New York
|
-$73.3M |
| 4 |
State Street
Boston,
Massachusetts
|
-$46.3M |
| 5 |
VanEck Associates
New York
|
-$44.1M |
BEN Hedge Fund Activity: Q1 2015 in Review
608 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q1 2015, worth a combined $16B — down 8.5% from $17.5B a quarter earlier.
Buyers outnumbered sellers: 56 funds opened new BEN positions and 44 closed out — a net gain of 12 holders — while 202 added to existing stakes and 249 trimmed.
The largest buyer was Pzena Investment Management, adding an estimated $94.7M. The largest seller was Eminence Capital, exiting entirely with an estimated $88M sold.
- 608 institutional investors held Franklin Templeton (BEN) as of Q1 2015, up from 605 in Q4 2014.
- Funds reported $16B of Franklin Templeton stock for Q1 2015, down 8.5% quarter-over-quarter.
- 56 funds opened new Franklin Templeton positions in Q1 2015 and 44 closed out, a net change of +12 holders.
- The largest Franklin Templeton buyer in Q1 2015 was Pzena Investment Management, an estimated $94.7M added.
- The largest Franklin Templeton seller in Q1 2015 was Eminence Capital, an estimated $88M sold.
Based on aggregated 13F filings for Q1 2015.