Franklin Resources
BEN
533 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 47 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
5% more call options, than puts
Call options by funds: $27M | Put options by funds: $25.8M
0.53% less ownership
Funds ownership: 47.23% → 46.7% (-0.53%)
1% less capital invested
Capital invested by funds: $6.32B → $6.25B (-$68.5M)
4% less funds holding
Funds holding: 556 → 533 (-23)
23% less repeat investments, than reductions
Existing positions increased: 170 | Existing positions reduced: 220
31% less first-time investments, than exits
New positions opened: 47 | Existing positions closed: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Amundi
Paris,
France
|
+$54.1M |
| 2 |
O
Ossiam
Paris,
France
|
+$36.5M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$18M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$17.9M |
| 5 |
State Street
Boston,
Massachusetts
|
+$12.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Franklin Resources
San Mateo,
California
|
-$45.4M |
| 2 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$36.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$33.6M |
| 4 |
Carson Wealth (CWM LLC)
Omaha,
Nebraska
|
-$22M |
| 5 |
Millennium Management
New York
|
-$17.5M |
BEN Hedge Fund Activity: Q2 2023 in Review
533 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2023, worth a combined $6.25B — down 1.1% from $6.32B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of BEN and 47 opened new positions — a net loss of 21 holders — while 220 trimmed existing stakes and 170 added.
The largest buyer was Amundi, adding an estimated $54.1M. The largest seller was Franklin Resources, cutting an estimated $45.4M.
- 533 institutional investors held Franklin Resources (BEN) as of Q2 2023, down from 556 in Q1 2023.
- Funds reported $6.25B of Franklin Resources stock for Q2 2023, down 1.1% quarter-over-quarter.
- 47 funds opened new Franklin Resources positions in Q2 2023 and 68 closed out, a net change of -21 holders.
- The largest Franklin Resources buyer in Q2 2023 was Amundi, an estimated $54.1M added.
- The largest Franklin Resources seller in Q2 2023 was Franklin Resources, an estimated $45.4M sold.
Based on aggregated 13F filings for Q2 2023.