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Franklin Resources

574 hedge funds and large institutions have $7.19B invested in Franklin Resources in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

56% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $25.3M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more capital invested

Capital invested by funds: $6.67B → $7.19B (+$517M)

5% more funds holding

Funds holding: 548574 (+26)

8% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 191

0.04% less ownership

Funds ownership: 44.67%44.64% (-0.04%)

Holders
574
Holders Change
+26
Holders Change %
+4.74%
% of All Funds
9.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
72
Increased
207
Reduced
191
Closed
44
Calls
$39.5M
Puts
$25.3M
Net Calls
+$14.2M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
AIM
26
Artemis Investment Management
United Kingdom
$41.9M -$1.39M -42,913 -3%
Goldman Sachs
27
Goldman Sachs
New York
$40.9M -$11.2M -346,762 -21%
N
28
Nuveen
North Carolina
$37.2M -$235K -7,267 -0.6%
JP Morgan Chase
29
JP Morgan Chase
New York
$35.3M -$22.4M -692,107 -39%
Wells Fargo
30
Wells Fargo
California
$34.9M +$6.32M +195,065 +22%
Citadel Advisors
31
Citadel Advisors
Florida
$34.6M +$15.8M +489,120 +83%
Deutsche Bank
32
Deutsche Bank
Germany
$34.4M -$223K -6,891 -0.6%
RJA
33
Raymond James & Associates
Florida
$32.8M +$609K +18,790 +2%
Axa
34
Axa
France
$32.1M +$9.42M +290,700 +41%
WCM
35
Wedge Capital Management
North Carolina
$32M -$4.06M -125,469 -11%
FFH
36
Fairfax Financial Holdings
Ontario, Canada
$32M
Sumitomo Mitsui Trust Group
37
Sumitomo Mitsui Trust Group
Japan
$31.5M -$1.81M -55,718 -5%
Bank Julius Baer & Co
38
Bank Julius Baer & Co
Switzerland
$28.7M +$88.1K +2,719 +0.3%
Norges Bank
39
Norges Bank
Norway
$27.2M -$85.8K -2,649 -0.3%
Franklin Resources
40
Franklin Resources
California
$26.9M +$418K +12,903 +2%
Barclays
41
Barclays
United Kingdom
$26.6M +$8.55M +263,812 +46%
New York State Common Retirement Fund
42
New York State Common Retirement Fund
New York
$25.9M -$10.1M -311,228 -28%
CS
43
Credit Suisse
Switzerland
$22.6M +$4.14M +127,740 +22%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$22.3M +$2.06M +63,543 +10%
Robeco Institutional Asset Management
45
Robeco Institutional Asset Management
Netherlands
$21.9M +$1.29M +39,868 +6%
CM
46
Churchill Management
California
$21.9M +$507K +15,661 +2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$21.8M +$88.3K +2,725 +0.4%
Victory Capital Management
48
Victory Capital Management
Texas
$21.3M +$1.34M +41,232 +7%
APG Asset Management
49
APG Asset Management
Netherlands
$21.2M +$3.66M +113,100 +17%
AllianceBernstein
50
AllianceBernstein
Tennessee
$20.9M +$7.94M +245,138 +60%

BEN Hedge Fund Activity: Q2 2021 in Review

574 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2021, worth a combined $7.19B — up 7.7% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BEN positions and 44 closed out — a net gain of 28 holders — while 207 added to existing stakes and 191 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.9M. The largest seller was Capital Research Global Investors, cutting an estimated $50.4M.

  • 574 institutional investors held Franklin Resources (BEN) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $7.19B of Franklin Resources stock for Q2 2021, up 7.7% quarter-over-quarter.
  • 72 funds opened new Franklin Resources positions in Q2 2021 and 44 closed out, a net change of +28 holders.
  • The largest Franklin Resources buyer in Q2 2021 was Fidelity Investments, an estimated $45.9M added.
  • The largest Franklin Resources seller in Q2 2021 was Capital Research Global Investors, an estimated $50.4M sold.

Based on aggregated 13F filings for Q2 2021.