Franklin Resources
BEN
563 hedge funds and large institutions have $6.61B invested in Franklin Resources in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 56 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
63% more first-time investments, than exits
New positions opened: 91 | Existing positions closed: 56
21% more capital invested
Capital invested by funds: $5.45B → $6.61B (+$1.16B)
20% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $17.1M
5% more funds holding
Funds holding: 535 → 563 (+28)
0.53% more ownership
Funds ownership: 44.38% → 44.91% (+0.53%)
1% less repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$101M |
| 2 |
Morgan Stanley
New York
|
+$100M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$22.1M |
| 4 |
Bank of New York Mellon
New York
|
+$18.8M |
| 5 |
BlackRock
New York
|
+$16.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$147M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.4M |
| 3 |
Amundi
Paris,
France
|
-$37.3M |
| 4 |
AA
ALPS Advisors
Denver,
Colorado
|
-$21.4M |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$20.1M |
BEN Hedge Fund Activity: Q4 2023 in Review
563 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2023, worth a combined $6.61B — up 21% from $5.45B a quarter earlier.
Buyers outnumbered sellers: 91 funds opened new BEN positions and 56 closed out — a net gain of 35 holders — while 194 added to existing stakes and 195 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $101M. The largest seller was Clarkston Capital Partners, cutting an estimated $147M.
- 563 institutional investors held Franklin Resources (BEN) as of Q4 2023, up from 535 in Q3 2023.
- Funds reported $6.61B of Franklin Resources stock for Q4 2023, up 21% quarter-over-quarter.
- 91 funds opened new Franklin Resources positions in Q4 2023 and 56 closed out, a net change of +35 holders.
- The largest Franklin Resources buyer in Q4 2023 was Capital Research Global Investors, an estimated $101M added.
- The largest Franklin Resources seller in Q4 2023 was Clarkston Capital Partners, an estimated $147M sold.
Based on aggregated 13F filings for Q4 2023.