Franklin Resources
483 hedge funds and large institutions have $5.07B invested in Franklin Resources in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 178 reducing their positions, and 55 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
24% more capital invested
Capital invested by funds: $4.08B → $5.07B (+$997M)
11% more first-time investments, than exits
New positions opened: 61 | Existing positions closed: 55
1% more funds holding
Funds holding: 479 → 483 (+4)
0.25% less ownership
Funds ownership: 49.22% → 48.97% (-0.25%)
7% less repeat investments, than reductions
Existing positions increased: 165 | Existing positions reduced: 178
32% less call options, than puts
Call options by funds: $17M | Put options by funds: $25.1M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$87.1M |
| 2 |
BlackRock
New York
|
+$80.1M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
+$22.3M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$16.9M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$16.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$111M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$79.2M |
| 3 |
Norges Bank
Oslo,
Norway
|
-$43.2M |
| 4 |
Victory Capital Management
San Antonio,
Texas
|
-$26.3M |
| 5 |
BCM
Bridgeway Capital Management
Houston,
Texas
|
-$18.7M |
BEN Hedge Fund Activity: Q2 2020 in Review
483 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2020, worth a combined $5.07B — up 24% from $4.08B a quarter earlier.
Buyers outnumbered sellers: 61 funds opened new BEN positions and 55 closed out — a net gain of 6 holders — while 165 added to existing stakes and 178 trimmed.
The largest buyer was State Street, adding an estimated $87.1M. The largest seller was Vanguard Group, cutting an estimated $111M.
- 483 institutional investors held Franklin Resources (BEN) as of Q2 2020, up from 479 in Q1 2020.
- Funds reported $5.07B of Franklin Resources stock for Q2 2020, up 24% quarter-over-quarter.
- 61 funds opened new Franklin Resources positions in Q2 2020 and 55 closed out, a net change of +6 holders.
- The largest Franklin Resources buyer in Q2 2020 was State Street, an estimated $87.1M added.
- The largest Franklin Resources seller in Q2 2020 was Vanguard Group, an estimated $111M sold.
Based on aggregated 13F filings for Q2 2020.