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Franklin Resources

574 hedge funds and large institutions have $7.19B invested in Franklin Resources in 2021 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 207 increasing their positions, 191 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

56% more call options, than puts

Call options by funds: $39.5M | Put options by funds: $25.3M

11% more funds holding in top 10

Funds holding in top 10: 910 (+1)

8% more capital invested

Capital invested by funds: $6.67B → $7.19B (+$517M)

5% more funds holding

Funds holding: 548574 (+26)

8% more repeat investments, than reductions

Existing positions increased: 207 | Existing positions reduced: 191

0.04% less ownership

Funds ownership: 44.67%44.64% (-0.04%)

Holders
574
Holders Change
+26
Holders Change %
+4.74%
% of All Funds
9.99%
Holding in Top 10
10
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+11.11%
% of All Funds
0.17%
New
72
Increased
207
Reduced
191
Closed
44
Calls
$39.5M
Puts
$25.3M
Net Calls
+$14.2M
Net Calls Change
+$14.3M
Name Holding Trade Value Shares
Change
Change in
Stake
Aberdeen Group
126
Aberdeen Group
United Kingdom
$4.57M -$199K -6,128 -4%
AF
127
Ally Financial
Michigan
$4.48M
CPO
128
Cerity Partners OCIO
New York
$4.46M +$214K +6,605 +5%
FCH
129
Freestone Capital Holdings
Washington
$4.46M +$135K +4,172 +3%
Handelsbanken Fonder
130
Handelsbanken Fonder
Sweden
$4.45M +$2.18M +67,415 +94%
Los Angeles Capital Management
131
Los Angeles Capital Management
California
$4.44M +$1.48M +45,720 +49%
TAIM
132
Te Ahumairangi Investment Management
New Zealand
$4.39M -$227K -7,000 -5%
VF
133
Vest Financial
Virginia
$4.34M +$1.35M +41,523 +44%
Grantham, Mayo, Van Otterloo & Co (GMO)
134
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.32M +$3.86M +119,298 +761%
Asset Management One
135
Asset Management One
Japan
$4.28M -$221K -6,824 -5%
AAM
136
Auxier Asset Management
Oregon
$4.18M -$41.5K -1,280 -1%
UCI
137
Uncommon Cents Investing
Wisconsin
$4.15M +$126K +3,880 +3%
CB
138
Commerce Bank
Missouri
$4.04M -$587K -18,126 -13%
Two Sigma Investments
139
Two Sigma Investments
New York
$4.03M -$3.72M -114,928 -48%
SIS
140
Sound Income Strategies
Florida
$3.91M +$1.65M +50,914 +71%
QOP
141
Quinn Opportunity Partners
Virginia
$3.82M -$1.23M -38,000 -24%
AFG
142
American Financial Group
Ohio
$3.81M
VOYA Investment Management
143
VOYA Investment Management
Georgia
$3.78M +$245K +7,549 +7%
UA
144
Unison Advisors
District of Columbia
$3.74M +$34.5K +1,066 +0.9%
Swedbank
145
Swedbank
Sweden
$3.64M -$211K -6,520 -5%
Comerica Bank
146
Comerica Bank
Texas
$3.54M -$289K -8,934 -7%
HF
147
HRT Financial
New York
$3.52M +$514K +15,871 +17%
AIA
148
AIMZ Investment Advisors
California
$3.4M -$1.13K -35 -0%
KL
149
KWMG LLC
Kansas
$3.38M +$110K +3,396 +3%
Treasurer of the State of North Carolina
150
Treasurer of the State of North Carolina
North Carolina
$3.36M +$116K +3,570 +4%

BEN Hedge Fund Activity: Q2 2021 in Review

574 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q2 2021, worth a combined $7.19B — up 7.7% from $6.67B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new BEN positions and 44 closed out — a net gain of 28 holders — while 207 added to existing stakes and 191 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $45.9M. The largest seller was Capital Research Global Investors, cutting an estimated $50.4M.

  • 574 institutional investors held Franklin Resources (BEN) as of Q2 2021, up from 548 in Q1 2021.
  • Funds reported $7.19B of Franklin Resources stock for Q2 2021, up 7.7% quarter-over-quarter.
  • 72 funds opened new Franklin Resources positions in Q2 2021 and 44 closed out, a net change of +28 holders.
  • The largest Franklin Resources buyer in Q2 2021 was Fidelity Investments, an estimated $45.9M added.
  • The largest Franklin Resources seller in Q2 2021 was Capital Research Global Investors, an estimated $50.4M sold.

Based on aggregated 13F filings for Q2 2021.