Franklin Templeton
570 hedge funds and large institutions have $8.04B invested in Franklin Templeton in 2018 Q2 according to their latest regulatory filings, with 55 funds opening new positions, 186 increasing their positions, 230 reducing their positions, and 60 closing their positions.
0.03% more ownership
Funds ownership: 46.52% → 46.55% (+0.03%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
8% less first-time investments, than exits
New positions opened: 55 | Existing positions closed: 60
2% less funds holding
Funds holding: 582 → 570 (-12)
19% less repeat investments, than reductions
Existing positions increased: 186 | Existing positions reduced: 230
21% less capital invested
Capital invested by funds: $10.1B → $8.04B (-$2.11B)
50% less call options, than puts
Call options by funds: $12.5M | Put options by funds: $24.9M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Associates
Baltimore,
Maryland
|
+$347M |
| 2 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
+$58.1M |
| 3 |
Morgan Stanley
New York
|
+$55.6M |
| 4 |
State Street
Boston,
Massachusetts
|
+$33.3M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
+$32.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Massachusetts Financial Services
Boston,
Massachusetts
|
-$206M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$103M |
| 3 |
AQR Capital Management
Greenwich,
Connecticut
|
-$85.4M |
| 4 |
Goldman Sachs
New York
|
-$74.9M |
| 5 |
IIM
Ivory Investment Management
New York
|
-$57.6M |
BEN Hedge Fund Activity: Q2 2018 in Review
570 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q2 2018, worth a combined $8.04B — down 21% from $10.1B a quarter earlier.
Sellers outnumbered buyers: 60 funds closed out of BEN and 55 opened new positions — a net loss of 5 holders — while 230 trimmed existing stakes and 186 added.
The largest buyer was T. Rowe Price Associates, adding an estimated $347M. The largest seller was Massachusetts Financial Services, cutting an estimated $206M.
- 570 institutional investors held Franklin Templeton (BEN) as of Q2 2018, down from 582 in Q1 2018.
- Funds reported $8.04B of Franklin Templeton stock for Q2 2018, down 21% quarter-over-quarter.
- 55 funds opened new Franklin Templeton positions in Q2 2018 and 60 closed out, a net change of -5 holders.
- The largest Franklin Templeton buyer in Q2 2018 was T. Rowe Price Associates, an estimated $347M added.
- The largest Franklin Templeton seller in Q2 2018 was Massachusetts Financial Services, an estimated $206M sold.
Based on aggregated 13F filings for Q2 2018.