Franklin Resources
BEN
541 hedge funds and large institutions have $5.27B invested in Franklin Resources in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 220 increasing their positions, 171 reducing their positions, and 81 closing their positions.
29% more repeat investments, than reductions
Existing positions increased: 220 | Existing positions reduced: 171
1.21% more ownership
Funds ownership: 44% → 45.21% (+1.2%)
6% less funds holding
Funds holding: 576 → 541 (-35)
14% less capital invested
Capital invested by funds: $6.16B → $5.27B (-$885M)
20% less funds holding in top 10
Funds holding in top 10: 5 → 4 (-1)
28% less first-time investments, than exits
New positions opened: 58 | Existing positions closed: 81
32% less call options, than puts
Call options by funds: $36.8M | Put options by funds: $53.8M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
+$136M |
| 2 |
Morgan Stanley
New York
|
+$40.1M |
| 3 |
ProShare Advisors
Bethesda,
Maryland
|
+$35.3M |
| 4 |
BlackRock
New York
|
+$21.6M |
| 5 |
PI
PEAK6 Investments
Chicago,
Illinois
|
+$13.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allianz Asset Management
Munich,
Germany
|
-$22.9M |
| 2 |
Norges Bank
Oslo,
Norway
|
-$14.2M |
| 3 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
-$13.5M |
| 4 |
Two Sigma Investments
New York
|
-$11.3M |
| 5 |
Goldman Sachs
New York
|
-$10.2M |
BEN Hedge Fund Activity: Q2 2022 in Review
541 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2022, worth a combined $5.27B — down 14% from $6.16B a quarter earlier.
Sellers outnumbered buyers: 81 funds closed out of BEN and 58 opened new positions — a net loss of 23 holders — while 171 trimmed existing stakes and 220 added.
The largest buyer was State Street, adding an estimated $136M. The largest seller was Allianz Asset Management, cutting an estimated $22.9M.
- 541 institutional investors held Franklin Resources (BEN) as of Q2 2022, down from 576 in Q1 2022.
- Funds reported $5.27B of Franklin Resources stock for Q2 2022, down 14% quarter-over-quarter.
- 58 funds opened new Franklin Resources positions in Q2 2022 and 81 closed out, a net change of -23 holders.
- The largest Franklin Resources buyer in Q2 2022 was State Street, an estimated $136M added.
- The largest Franklin Resources seller in Q2 2022 was Allianz Asset Management, an estimated $22.9M sold.
Based on aggregated 13F filings for Q2 2022.