We are live on ! Find out more
FELE icon

Franklin Electric
FELE

211 hedge funds and large institutions have $1.86B invested in Franklin Electric in 2019 Q1 according to their latest regulatory filings, with 36 funds opening new positions, 67 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

140% more first-time investments, than exits

New positions opened: 36 | Existing positions closed: 15

20% more capital invested

Capital invested by funds: $1.55B → $1.86B (+$311M)

10% more funds holding

Funds holding: 191 → 211 (+20)

2% more repeat investments, than reductions

Existing positions increased: 67 | Existing positions reduced: 66

0.58% more ownership

Funds ownership: 77.88% → 78.46% (+0.58%)

33% less funds holding in top 10

Funds holding in top 10: 3 → 2 (-1)

43% less call options, than puts

Call options by funds: $1.28M | Put options by funds: $2.25M

Holders
211
Holders Change
+20
Holders Change %
+10.47%
% of All Funds
4.57%
Holding in Top 10
2
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-33.33%
% of All Funds
0.04%
New
36
Increased
67
Reduced
66
Closed
15
Calls
$1.28M
Puts
$2.25M
Net Calls
-$976K
Net Calls Change
-$16K

Top Buyers

Rank Fund Capital Flow
1
CAM
ClariVest Asset Management
California
+$6.6M
2
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM)
Texas
+$6.13M
3
VNIM
Vaughan Nelson Investment Management
Texas
+$4.54M
4
Millennium Management
Millennium Management
New York
+$4.28M
5
OAM
Oxford Asset Management
United Kingdom
+$4.16M

Top Sellers

Rank Fund Capital Flow
1
CCM
Channing Capital Management
Illinois
-$16.1M
2
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
-$12.9M
3
BTW
Boston Trust Walden
Massachusetts
-$7.42M
4
RA
Royce & Associates
New York
-$3.89M
5
Morgan Stanley
Morgan Stanley
New York
-$3.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
MAM
176
Meeder Asset Management
Ohio
$64K +$61.2K +1,242 New
Fidelity Investments
177
Fidelity Investments
Massachusetts
$59K -$1.13K -23 -2%
MWNA
178
Marshall Wace North America
New York
$59K +$3.6K +73 +7%
MOACM
179
Mutual of America Capital Management
New York
$56K +$5.91K +120 +12%
LTFS
180
Ladenburg Thalmann Financial Services
Florida
$43K +$1.68K +34 +4%
SWA
181
Sutton Wealth Advisors
Florida
$42.7K – – –
FHA
182
First Horizon Advisors
Tennessee
$41K – – –
PCG
183
Private Capital Group
Connecticut
$30K +$7.29K +148 +33%
BAM
184
Bruderman Asset Management
New York
$26K – – –
POIA
185
Pin Oak Investment Advisors
Texas
$26K – – –
SWM
186
SeaCrest Wealth Management
New York
$26K – – –
QCG
187
Quadrant Capital Group
Ohio
$24K +$2.42K +49 +10%
CAM
188
Cresset Asset Management
Illinois
$18K +$2.32K +47 +15%
WAM
189
Wealthspire Advisors (Maryland)
Maryland
$17K -$4.34K -88 -21%
CAPTRUST Financial Advisors
190
CAPTRUST Financial Advisors
North Carolina
$16K +$15.7K +319 New
DBT
191
Dubuque Bank & Trust
Iowa
$15K – – –
FFC
192
First Financial Corp
Indiana
$11K – – –
LWM
193
Liberty Wealth Management
California
$10K – – –
VFA
194
Valeo Financial Advisors
Indiana
$10K +$9.86K +200 New
NFG
195
Next Financial Group
Texas
$8K – – –
NFH
196
NEXT Financial Holdings
Texas
$8K +$8.13K +165 New
MNBTD
197
Moody National Bank Trust Division
Texas
$6K – – –
WT
198
Whittier Trust
California
$6K – – –
RCAG
199
Rehmann Capital Advisory Group
Michigan
$5.59K – – –
PFBT
200
Parkside Financial Bank & Trust
Missouri
$5K -$3.45K -70 -44%
5 6 7
8
9

FELE Hedge Fund Activity: Q1 2019 in Review

211 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Electric (FELE) for Q1 2019, worth a combined $1.86B — up 20% from $1.55B a quarter earlier.

Buyers outnumbered sellers: 36 funds opened new FELE positions and 15 closed out — a net gain of 21 holders — while 67 added to existing stakes and 66 trimmed.

The largest buyer was ClariVest Asset Management, opening a new position worth an estimated $6.6M. The largest seller was Channing Capital Management, cutting an estimated $16.1M.

  • 211 institutional investors held Franklin Electric (FELE) as of Q1 2019, up from 191 in Q4 2018.
  • Funds reported $1.86B of Franklin Electric stock for Q1 2019, up 20% quarter-over-quarter.
  • 36 funds opened new Franklin Electric positions in Q1 2019 and 15 closed out, a net change of +21 holders.
  • The largest Franklin Electric buyer in Q1 2019 was ClariVest Asset Management, an estimated $6.6M added.
  • The largest Franklin Electric seller in Q1 2019 was Channing Capital Management, an estimated $16.1M sold.

Based on aggregated 13F filings for Q1 2019.