Franklin Templeton
567 hedge funds and large institutions have $9.03B invested in Franklin Templeton in 2019 Q2 according to their latest regulatory filings, with 69 funds opening new positions, 191 increasing their positions, 200 reducing their positions, and 51 closing their positions.
35% more first-time investments, than exits
New positions opened: 69 | Existing positions closed: 51
9% more capital invested
Capital invested by funds: $8.26B → $9.03B (+$771M)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
2.26% more ownership
Funds ownership: 48.99% → 51.26% (+2.3%)
2% more funds holding
Funds holding: 557 → 567 (+10)
3% less call options, than puts
Call options by funds: $34.7M | Put options by funds: $35.7M
5% less repeat investments, than reductions
Existing positions increased: 191 | Existing positions reduced: 200
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
+$168M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
+$117M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$106M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
+$65.3M |
| 5 |
JP Morgan Chase
New York
|
+$63.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Pzena Investment Management
New York
|
-$221M |
| 2 |
Fidelity Investments
Boston,
Massachusetts
|
-$69.8M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$59.5M |
| 4 |
KP
Kiltearn Partners
Edinburgh,
United Kingdom
|
-$41.4M |
| 5 |
JCM
Junto Capital Management
New York
|
-$28.8M |
BEN Hedge Fund Activity: Q2 2019 in Review
567 of the 4,625 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q2 2019, worth a combined $9.03B — up 9.3% from $8.26B a quarter earlier.
Buyers outnumbered sellers: 69 funds opened new BEN positions and 51 closed out — a net gain of 18 holders — while 191 added to existing stakes and 200 trimmed.
The largest buyer was Vanguard Group, adding an estimated $168M. The largest seller was Pzena Investment Management, cutting an estimated $221M.
- 567 institutional investors held Franklin Templeton (BEN) as of Q2 2019, up from 557 in Q1 2019.
- Funds reported $9.03B of Franklin Templeton stock for Q2 2019, up 9.3% quarter-over-quarter.
- 69 funds opened new Franklin Templeton positions in Q2 2019 and 51 closed out, a net change of +18 holders.
- The largest Franklin Templeton buyer in Q2 2019 was Vanguard Group, an estimated $168M added.
- The largest Franklin Templeton seller in Q2 2019 was Pzena Investment Management, an estimated $221M sold.
Based on aggregated 13F filings for Q2 2019.