Franklin Resources
BEN
548 hedge funds and large institutions have $6.67B invested in Franklin Resources in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 161 increasing their positions, 195 reducing their positions, and 53 closing their positions.
66% more first-time investments, than exits
New positions opened: 88 | Existing positions closed: 53
16% more capital invested
Capital invested by funds: $5.76B → $6.67B (+$913M)
6% more funds holding
Funds holding: 517 → 548 (+31)
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1% less call options, than puts
Call options by funds: $23.6M | Put options by funds: $23.7M
0.55% less ownership
Funds ownership: 45.22% → 44.67% (-0.55%)
17% less repeat investments, than reductions
Existing positions increased: 161 | Existing positions reduced: 195
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
+$60.2M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
+$47.4M |
| 3 |
Fidelity Investments
Boston,
Massachusetts
|
+$42.8M |
| 4 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$25.7M |
| 5 |
BlackRock
New York
|
+$17.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Prudential plc
London, England,
United Kingdom
|
-$55.6M |
| 2 |
Citadel Advisors
Miami,
Florida
|
-$45M |
| 3 |
PCM
Polaris Capital Management
Boston,
Massachusetts
|
-$37.3M |
| 4 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$24.8M |
| 5 |
ACL
Azora Capital LP
Miami,
Florida
|
-$22M |
BEN Hedge Fund Activity: Q1 2021 in Review
548 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q1 2021, worth a combined $6.67B — up 16% from $5.76B a quarter earlier.
Buyers outnumbered sellers: 88 funds opened new BEN positions and 53 closed out — a net gain of 35 holders — while 161 added to existing stakes and 195 trimmed.
The largest buyer was Invesco, adding an estimated $60.2M. The largest seller was Prudential plc, cutting an estimated $55.6M.
- 548 institutional investors held Franklin Resources (BEN) as of Q1 2021, up from 517 in Q4 2020.
- Funds reported $6.67B of Franklin Resources stock for Q1 2021, up 16% quarter-over-quarter.
- 88 funds opened new Franklin Resources positions in Q1 2021 and 53 closed out, a net change of +35 holders.
- The largest Franklin Resources buyer in Q1 2021 was Invesco, an estimated $60.2M added.
- The largest Franklin Resources seller in Q1 2021 was Prudential plc, an estimated $55.6M sold.
Based on aggregated 13F filings for Q1 2021.