Franklin Resources
BEN
555 hedge funds and large institutions have $5.37B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 237 increasing their positions, 166 reducing their positions, and 95 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 237 | Existing positions reduced: 166
19% more call options, than puts
Call options by funds: $63.3M | Put options by funds: $53M
2.27% more ownership
Funds ownership: 48.64% → 50.91% (+2.3%)
4% less funds holding
Funds holding: 578 → 555 (-23)
6% less capital invested
Capital invested by funds: $5.73B → $5.37B (-$357M)
20% less first-time investments, than exits
New positions opened: 76 | Existing positions closed: 95
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$71.8M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$50.8M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$38.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$33.7M |
| 5 |
JP Morgan Chase
New York
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$79.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48.7M |
| 3 |
BlackRock
New York
|
-$25.4M |
| 4 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
-$22.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$21.5M |
BEN Hedge Fund Activity: Q3 2024 in Review
555 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q3 2024, worth a combined $5.37B — down 6.2% from $5.73B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of BEN and 76 opened new positions — a net loss of 19 holders — while 166 trimmed existing stakes and 237 added.
The largest buyer was Goldman Sachs, adding an estimated $71.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $79.4M sold.
- 555 institutional investors held Franklin Resources (BEN) as of Q3 2024, down from 578 in Q2 2024.
- Funds reported $5.37B of Franklin Resources stock for Q3 2024, down 6.2% quarter-over-quarter.
- 76 funds opened new Franklin Resources positions in Q3 2024 and 95 closed out, a net change of -19 holders.
- The largest Franklin Resources buyer in Q3 2024 was Goldman Sachs, an estimated $71.8M added.
- The largest Franklin Resources seller in Q3 2024 was Capital Research Global Investors, an estimated $79.4M sold.
Based on aggregated 13F filings for Q3 2024.