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Franklin Electric

153 hedge funds and large institutions have $1.65B invested in Franklin Electric in 2013 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 49 increasing their positions, 58 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

24% more capital invested

Capital invested by funds: $1.33B → $1.65B (+$324M)

3% more funds holding

Funds holding: 148153 (+5)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

16% less repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 58

Holders
153
Holders Change
+5
Holders Change %
+3.38%
% of All Funds
4.44%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
18
Increased
49
Reduced
58
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$131M +$7.37M +180,479 +7%
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$125M +$42.9M +1,050,670 +60%
EARNEST Partners
3
EARNEST Partners
Georgia
$108M +$98.8M +2,419,672 New
BFA
4
BlackRock Fund Advisors
California
$104M +$1.57M +38,541 +2%
Luther King Capital Management (LKCM)
5
Luther King Capital Management (LKCM)
Texas
$90.9M -$446K -10,930 -0.5%
RA
6
Royce & Associates
New York
$84.1M -$1.98M -48,600 -3%
Franklin Resources
7
Franklin Resources
California
$62.9M -$1.07M -26,300 -2%
Neuberger Berman Group
8
Neuberger Berman Group
New York
$53.7M +$1.01M +24,721 +2%
BIT
9
BlackRock Institutional Trust
California
$49.4M -$825K -20,197 -2%
BTW
10
Boston Trust Walden
Massachusetts
$46.8M -$2.7M -66,220 -6%
TCP
11
TAMRO Capital Partners
Virginia
$45.7M -$1.53M -37,522 -4%
PAMU
12
Pictet Asset Management (UK)
United Kingdom
$42.3M +$6.82M +167,140 +21%
State Street
13
State Street
Massachusetts
$40M -$296K -7,259 -0.8%
KAM
14
Keeley Asset Management
Illinois
$33.9M +$572K +14,000 +2%
Dimensional Fund Advisors
15
Dimensional Fund Advisors
Texas
$32.8M -$792K -19,400 -3%
FPA
16
First Pacific Advisors
California
$32.1M -$10.6M -259,600 -27%
Northern Trust
17
Northern Trust
Illinois
$31.6M +$201K +4,926 +0.7%
Wells Fargo
18
Wells Fargo
California
$30.3M -$7.78M -190,494 -22%
Bank of New York Mellon
19
Bank of New York Mellon
New York
$29.9M +$142K +3,476 +0.5%
IAMU
20
Impax Asset Management (UK)
United Kingdom
$29.4M -$2.24M -54,800 -8%
New York State Common Retirement Fund
21
New York State Common Retirement Fund
New York
$24.6M -$170K -4,152 -0.7%
Lord, Abbett & Co
22
Lord, Abbett & Co
New Jersey
$23.3M +$21.3M +521,573 New
Invesco
23
Invesco
Georgia
$23M -$2.13M -52,074 -9%
IFB
24
iAB Financial Bank
Indiana
$22.4M -$98K -2,400 -0.5%
LCP
25
Lombardia Capital Partners
California
$17.2M -$1.84M -45,059 -10%

FELE Hedge Fund Activity: Q4 2013 in Review

153 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Franklin Electric (FELE) for Q4 2013, worth a combined $1.65B — up 24% from $1.33B a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new FELE positions and 12 closed out — a net gain of 6 holders — while 49 added to existing stakes and 58 trimmed.

The largest buyer was EARNEST Partners, opening a new position worth an estimated $98.8M. The largest seller was First Pacific Advisors, cutting an estimated $10.6M.

  • 153 institutional investors held Franklin Electric (FELE) as of Q4 2013, up from 148 in Q3 2013.
  • Funds reported $1.65B of Franklin Electric stock for Q4 2013, up 24% quarter-over-quarter.
  • 18 funds opened new Franklin Electric positions in Q4 2013 and 12 closed out, a net change of +6 holders.
  • The largest Franklin Electric buyer in Q4 2013 was EARNEST Partners, an estimated $98.8M added.
  • The largest Franklin Electric seller in Q4 2013 was First Pacific Advisors, an estimated $10.6M sold.

Based on aggregated 13F filings for Q4 2013.