Franklin Templeton
582 hedge funds and large institutions have $10.1B invested in Franklin Templeton in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 181 increasing their positions, 224 reducing their positions, and 84 closing their positions.
0.36% less ownership
Funds ownership: 46.88% → 46.52% (-0.36%)
5% less funds holding
Funds holding: 611 → 582 (-29)
10% less capital invested
Capital invested by funds: $11.2B → $10.1B (-$1.07B)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
19% less repeat investments, than reductions
Existing positions increased: 181 | Existing positions reduced: 224
26% less call options, than puts
Call options by funds: $14.7M | Put options by funds: $19.8M
26% less first-time investments, than exits
New positions opened: 62 | Existing positions closed: 84
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$174M |
| 2 |
BlackRock
New York
|
+$106M |
| 3 |
IIM
Ivory Investment Management
New York
|
+$67.6M |
| 4 |
Schroder Investment Management Group
London,
United Kingdom
|
+$53.2M |
| 5 |
JP Morgan Chase
New York
|
+$48.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$158M |
| 2 |
Morgan Stanley
New York
|
-$157M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$128M |
| 4 |
Renaissance Technologies
New York
|
-$74.1M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$38.1M |
BEN Hedge Fund Activity: Q1 2018 in Review
582 of the 4,373 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q1 2018, worth a combined $10.1B — down 9.5% from $11.2B a quarter earlier.
Sellers outnumbered buyers: 84 funds closed out of BEN and 62 opened new positions — a net loss of 22 holders — while 224 trimmed existing stakes and 181 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $174M. The largest seller was Citadel Advisors, cutting an estimated $158M.
- 582 institutional investors held Franklin Templeton (BEN) as of Q1 2018, down from 611 in Q4 2017.
- Funds reported $10.1B of Franklin Templeton stock for Q1 2018, down 9.5% quarter-over-quarter.
- 62 funds opened new Franklin Templeton positions in Q1 2018 and 84 closed out, a net change of -22 holders.
- The largest Franklin Templeton buyer in Q1 2018 was T. Rowe Price Associates, an estimated $174M added.
- The largest Franklin Templeton seller in Q1 2018 was Citadel Advisors, an estimated $158M sold.
Based on aggregated 13F filings for Q1 2018.