Franklin Templeton
517 hedge funds and large institutions have $9.73B invested in Franklin Templeton in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 225 reducing their positions, and 45 closing their positions.
4% more capital invested
Capital invested by funds: $9.39B → $9.73B (+$336M)
0% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 45
0.62% less ownership
Funds ownership: 48.1% → 47.48% (-0.62%)
1% less funds holding
Funds holding: 521 → 517 (-4)
11% less call options, than puts
Call options by funds: $96.5M | Put options by funds: $108M
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
36% less repeat investments, than reductions
Existing positions increased: 143 | Existing positions reduced: 225
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HCM
Highfields Capital Management
Boston,
Massachusetts
|
+$120M |
| 2 |
State Street
Boston,
Massachusetts
|
+$60.6M |
| 3 |
Morgan Stanley
New York
|
+$32.4M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
+$28.1M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
+$18.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$85.3M |
| 2 |
HCM
Herndon Capital Management
Atlanta,
Georgia
|
-$76.8M |
| 3 |
ClearBridge Investments
New York
|
-$41.9M |
| 4 |
American Century Companies
Kansas City,
Missouri
|
-$41.8M |
| 5 |
JP Morgan Chase
New York
|
-$40.5M |
BEN Hedge Fund Activity: Q3 2016 in Review
517 of the 3,759 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q3 2016, worth a combined $9.73B — up 3.6% from $9.39B a quarter earlier.
Fund positioning in BEN was balanced in Q3 2016: 45 funds opened new positions, 45 closed out, 143 added to existing stakes and 225 trimmed.
The largest buyer was Highfields Capital Management, adding an estimated $120M. The largest seller was Fidelity Investments, cutting an estimated $85.3M.
- 517 institutional investors held Franklin Templeton (BEN) as of Q3 2016, down from 521 in Q2 2016.
- Funds reported $9.73B of Franklin Templeton stock for Q3 2016, up 3.6% quarter-over-quarter.
- 45 funds opened new Franklin Templeton positions in Q3 2016 and 45 closed out, a net change of 0 holders.
- The largest Franklin Templeton buyer in Q3 2016 was Highfields Capital Management, an estimated $120M added.
- The largest Franklin Templeton seller in Q3 2016 was Fidelity Investments, an estimated $85.3M sold.
Based on aggregated 13F filings for Q3 2016.