Franklin Resources
BEN
517 hedge funds and large institutions have $5.76B invested in Franklin Resources in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 159 increasing their positions, 189 reducing their positions, and 53 closing their positions.
70% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 53
22% more capital invested
Capital invested by funds: $4.74B → $5.76B (+$1.02B)
7% more funds holding
Funds holding: 485 → 517 (+32)
1% more call options, than puts
Call options by funds: $26M | Put options by funds: $25.7M
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1.78% less ownership
Funds ownership: 47.01% → 45.22% (-1.8%)
16% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$177M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.2M |
| 3 |
Morgan Stanley
New York
|
+$27M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$23.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$167M |
| 2 |
BlackRock
New York
|
-$37.6M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$35.4M |
| 4 |
Two Sigma Investments
New York
|
-$22.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$20.7M |
BEN Hedge Fund Activity: Q4 2020 in Review
517 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2020, worth a combined $5.76B — up 22% from $4.74B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new BEN positions and 53 closed out — a net gain of 37 holders — while 159 added to existing stakes and 189 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $177M. The largest seller was Abrams Capital Management, exiting entirely with an estimated $167M sold.
- 517 institutional investors held Franklin Resources (BEN) as of Q4 2020, up from 485 in Q3 2020.
- Funds reported $5.76B of Franklin Resources stock for Q4 2020, up 22% quarter-over-quarter.
- 90 funds opened new Franklin Resources positions in Q4 2020 and 53 closed out, a net change of +37 holders.
- The largest Franklin Resources buyer in Q4 2020 was Capital Research Global Investors, an estimated $177M added.
- The largest Franklin Resources seller in Q4 2020 was Abrams Capital Management, an estimated $167M sold.
Based on aggregated 13F filings for Q4 2020.