Franklin Templeton
BEN
528 hedge funds and large institutions have $7.07B invested in Franklin Templeton in 2019 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 167 increasing their positions, 209 reducing their positions, and 88 closing their positions.
2.58% less ownership
Funds ownership: 51.26% → 48.68% (-2.6%)
7% less funds holding
Funds holding: 567 → 528 (-39)
20% less repeat investments, than reductions
Existing positions increased: 167 | Existing positions reduced: 209
22% less capital invested
Capital invested by funds: $9.03B → $7.07B (-$1.97B)
29% less call options, than puts
Call options by funds: $29.9M | Put options by funds: $41.9M
42% less first-time investments, than exits
New positions opened: 51 | Existing positions closed: 88
50% less funds holding in top 10
Funds holding in top 10: 12 → 6 (-6)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$68.1M |
| 2 |
Millennium Management
New York
|
+$50.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$38.2M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$33M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$32.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$148M |
| 2 |
Schroder Investment Management Group
London,
United Kingdom
|
-$122M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$113M |
| 4 |
Pzena Investment Management
New York
|
-$74.2M |
| 5 |
APG Asset Management
Amsterdam,
Netherlands
|
-$43.5M |
BEN Hedge Fund Activity: Q3 2019 in Review
528 of the 4,574 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q3 2019, worth a combined $7.07B — down 22% from $9.03B a quarter earlier.
Sellers outnumbered buyers: 88 funds closed out of BEN and 51 opened new positions — a net loss of 37 holders — while 209 trimmed existing stakes and 167 added.
The largest buyer was First Trust Advisors, adding an estimated $68.1M. The largest seller was Fiduciary Management Inc, exiting entirely with an estimated $148M sold.
- 528 institutional investors held Franklin Templeton (BEN) as of Q3 2019, down from 567 in Q2 2019.
- Funds reported $7.07B of Franklin Templeton stock for Q3 2019, down 22% quarter-over-quarter.
- 51 funds opened new Franklin Templeton positions in Q3 2019 and 88 closed out, a net change of -37 holders.
- The largest Franklin Templeton buyer in Q3 2019 was First Trust Advisors, an estimated $68.1M added.
- The largest Franklin Templeton seller in Q3 2019 was Fiduciary Management Inc, an estimated $148M sold.
Based on aggregated 13F filings for Q3 2019.