Franklin Resources
582 hedge funds and large institutions have $8.89B invested in Franklin Resources in 2018 Q1 according to their latest regulatory filings, with 62 funds opening new positions, 182 increasing their positions, 223 reducing their positions, and 84 closing their positions.
0.25% less ownership
Funds ownership: 46.88% → 46.62% (-0.25%)
5% less funds holding
Funds holding: 611 → 582 (-29)
14% less funds holding in top 10
Funds holding in top 10: 7 → 6 (-1)
18% less repeat investments, than reductions
Existing positions increased: 182 | Existing positions reduced: 223
21% less capital invested
Capital invested by funds: $11.2B → $8.89B (-$2.33B)
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 4,364 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q1 2018, worth a combined $8.89B — down 21% 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 223 trimmed existing stakes and 182 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 Resources (BEN) as of Q1 2018, down from 611 in Q4 2017.
- Funds reported $8.89B of Franklin Resources stock for Q1 2018, down 21% quarter-over-quarter.
- 62 funds opened new Franklin Resources positions in Q1 2018 and 84 closed out, a net change of -22 holders.
- The largest Franklin Resources buyer in Q1 2018 was T. Rowe Price Associates, an estimated $174M added.
- The largest Franklin Resources seller in Q1 2018 was Citadel Advisors, an estimated $158M sold.
Based on aggregated 13F filings for Q1 2018.