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Franklin Electric

208 hedge funds and large institutions have $2.11B invested in Franklin Electric in 2019 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 58 increasing their positions, 71 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 14

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

22% more capital invested

Capital invested by funds: $1.73B → $2.11B (+$376M)

8% more funds holding

Funds holding: 192208 (+16)

1.17% more ownership

Funds ownership: 78.26%79.42% (+1.2%)

0% more call options, than puts

Call options by funds: $17K | Put options by funds: $17K

18% less repeat investments, than reductions

Existing positions increased: 58 | Existing positions reduced: 71

Holders
208
Holders Change
+16
Holders Change %
+8.33%
% of All Funds
4.1%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
37
Increased
58
Reduced
71
Closed
14
Calls
$17K
Puts
$17K
Net Calls
Net Calls Change
+$28K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$362M +$7.32M +138,558 +2%
Vanguard Group
2
Vanguard Group
Pennsylvania
$262M +$2.93M +55,476 +1%
Impax Asset Management Group
3
Impax Asset Management Group
United Kingdom
$174M +$5.22M +98,807 +3%
EARNEST Partners
4
EARNEST Partners
Georgia
$129M +$6.52M +123,378 +6%
Wells Fargo
5
Wells Fargo
California
$127M +$4.47M +84,555 +4%
Dimensional Fund Advisors
6
Dimensional Fund Advisors
Texas
$93.6M -$1.65M -31,140 -2%
State Street
7
State Street
Massachusetts
$71.7M -$118K -2,242 -0.2%
Luther King Capital Management (LKCM)
8
Luther King Capital Management (LKCM)
Texas
$71.2M -$206K -3,890 -0.3%
RA
9
Royce & Associates
New York
$50.3M -$7.6M -143,757 -14%
VNIM
10
Vaughan Nelson Investment Management
Texas
$49.7M -$357K -6,750 -0.8%
Norges Bank
11
Norges Bank
Norway
$35.2M +$249K +4,718 +0.8%
Northern Trust
12
Northern Trust
Illinois
$34.4M -$1.12M -21,131 -3%
Geode Capital Management
13
Geode Capital Management
Massachusetts
$33.5M +$499K +9,436 +2%
Bank of New York Mellon
14
Bank of New York Mellon
New York
$30.5M -$3.01M -57,036 -10%
New York State Common Retirement Fund
15
New York State Common Retirement Fund
New York
$29.9M -$439K -8,300 -2%
BTW
16
Boston Trust Walden
Massachusetts
$26.4M +$455K +8,607 +2%
TCM
17
Tributary Capital Management
Nebraska
$23.6M -$646K -12,234 -3%
FMC
18
First Merchants Corp
Indiana
$23.4M
Invesco
19
Invesco
Georgia
$22.6M -$4.36M -82,564 -17%
Bank of America
20
Bank of America
North Carolina
$22.2M -$205K -3,874 -1%
Charles Schwab
21
Charles Schwab
California
$21.2M +$128K +2,418 +0.7%
Principal Financial Group
22
Principal Financial Group
Iowa
$20.9M +$203K +3,848 +1%
GF
23
Gabelli Funds
New York
$18.9M -$819K -15,500 -4%
Morgan Stanley
24
Morgan Stanley
New York
$18.7M +$3.38M +64,048 +24%
First Trust Advisors
25
First Trust Advisors
Illinois
$18.4M +$4.34M +82,113 +34%

FELE Hedge Fund Activity: Q4 2019 in Review

208 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Franklin Electric (FELE) for Q4 2019, worth a combined $2.11B — up 22% from $1.73B a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new FELE positions and 14 closed out — a net gain of 23 holders — while 58 added to existing stakes and 71 trimmed.

The largest buyer was BlackRock, adding an estimated $7.32M. The largest seller was Royce & Associates, cutting an estimated $7.6M.

  • 208 institutional investors held Franklin Electric (FELE) as of Q4 2019, up from 192 in Q3 2019.
  • Funds reported $2.11B of Franklin Electric stock for Q4 2019, up 22% quarter-over-quarter.
  • 37 funds opened new Franklin Electric positions in Q4 2019 and 14 closed out, a net change of +23 holders.
  • The largest Franklin Electric buyer in Q4 2019 was BlackRock, an estimated $7.32M added.
  • The largest Franklin Electric seller in Q4 2019 was Royce & Associates, an estimated $7.6M sold.

Based on aggregated 13F filings for Q4 2019.