Franklin Resources
576 hedge funds and large institutions have $6.16B invested in Franklin Resources in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 173 reducing their positions, and 79 closing their positions.
30% more repeat investments, than reductions
Existing positions increased: 225 | Existing positions reduced: 173
3% more first-time investments, than exits
New positions opened: 81 | Existing positions closed: 79
0.4% more ownership
Funds ownership: 43.6% → 44% (+0.4%)
1% less funds holding
Funds holding: 581 → 576 (-5)
4% less call options, than puts
Call options by funds: $43.5M | Put options by funds: $45.4M
16% less capital invested
Capital invested by funds: $7.32B → $6.16B (-$1.16B)
38% less funds holding in top 10
Funds holding in top 10: 8 → 5 (-3)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BlackRock
New York
|
+$57.8M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$43.5M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$42.5M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$39.7M |
| 5 |
Norges Bank
Oslo,
Norway
|
+$34.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$140M |
| 2 |
LCOV
London Company of Virginia
Richmond,
Virginia
|
-$133M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$84.3M |
| 4 |
Balyasny Asset Management
Chicago,
Illinois
|
-$53.6M |
| 5 |
Marshall Wace
London,
United Kingdom
|
-$40M |
BEN Hedge Fund Activity: Q1 2022 in Review
576 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q1 2022, worth a combined $6.16B — down 16% from $7.32B a quarter earlier.
Buyers outnumbered sellers: 81 funds opened new BEN positions and 79 closed out — a net gain of 2 holders — while 225 added to existing stakes and 173 trimmed.
The largest buyer was BlackRock, adding an estimated $57.8M. The largest seller was Bank of America, cutting an estimated $140M.
- 576 institutional investors held Franklin Resources (BEN) as of Q1 2022, down from 581 in Q4 2021.
- Funds reported $6.16B of Franklin Resources stock for Q1 2022, down 16% quarter-over-quarter.
- 81 funds opened new Franklin Resources positions in Q1 2022 and 79 closed out, a net change of +2 holders.
- The largest Franklin Resources buyer in Q1 2022 was BlackRock, an estimated $57.8M added.
- The largest Franklin Resources seller in Q1 2022 was Bank of America, an estimated $140M sold.
Based on aggregated 13F filings for Q1 2022.