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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
AI
151
Atria Investments
North Carolina
$3.27M +$51.8K +1,599 +2%
Retirement Systems of Alabama
152
Retirement Systems of Alabama
Alabama
$3.19M -$70.5K -2,175 -2%
ZIM
153
Zacks Investment Management
Illinois
$3.17M -$1.3M -40,064 -29%
GIM
154
Greylin Investment Management
Virginia
$3.16M -$106K -3,275 -3%
GAM
155
Gotham Asset Management
New York
$3.15M +$781K +24,098 +32%
LPL Financial
156
LPL Financial
California
$3.13M +$622K +19,197 +24%
Korea Investment Corp
157
Korea Investment Corp
South Korea
$3.12M +$920K +28,400 +41%
SG Americas Securities
158
SG Americas Securities
New York
$3.12M +$2.82M +87,171 +851%
Susquehanna International Group
159
Susquehanna International Group
Pennsylvania
$3.11M +$776K +23,967 +33%
Two Sigma Advisers
160
Two Sigma Advisers
New York
$3.03M -$2.89M -89,100 -48%
RVM
161
Robinson Value Management
Texas
$3.03M -$689K -21,257 -18%
AL
162
Arnhold LLC
New York
$3.01M
Royal London Asset Management
163
Royal London Asset Management
United Kingdom
$3M
TI
164
Trexquant Investment
Connecticut
$2.99M +$3.03M +93,528 New
F
165
F3Logic
Minnesota
$2.96M +$705K +21,773 +31%
SFI
166
Susquehanna Fundamental Investments
Pennsylvania
$2.87M -$376K -11,610 -11%
Aviva
167
Aviva
United Kingdom
$2.86M -$74.2K -2,290 -2%
KC
168
Kinloch Capital
Virginia
$2.84M -$17.8K -549 -0.6%
ACI
169
AMP Capital Investors
Australia
$2.84M +$1.15M +35,557 +67%
WBC
170
Westpac Banking Corp
Australia
$2.78M -$17.7K -546 -0.6%
BCI
171
Brinker Capital Investments
Pennsylvania
$2.76M +$205K +6,316 +8%
AB
172
Amalgamated Bank
New York
$2.76M +$2.31M +71,225 +474%
Zurich Cantonal Bank
173
Zurich Cantonal Bank
Switzerland
$2.75M
ASRS
174
Arizona State Retirement System
Arizona
$2.74M -$51.2K -1,581 -2%
SCI
175
S&CO Inc
Massachusetts
$2.7M

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.