Franklin Resources
BEN
537 hedge funds and large institutions have $6.55B invested in Franklin Resources in 2021 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 202 increasing their positions, 191 reducing their positions, and 68 closing their positions.
130% more call options, than puts
Call options by funds: $65.1M | Put options by funds: $28.3M
6% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 191
0.79% less ownership
Funds ownership: 44.64% → 43.85% (-0.79%)
6% less funds holding
Funds holding: 574 → 537 (-37)
9% less capital invested
Capital invested by funds: $7.19B → $6.55B (-$638M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
41% less first-time investments, than exits
New positions opened: 40 | Existing positions closed: 68
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
+$87M |
| 2 |
Allianz Asset Management
Munich,
Germany
|
+$78.5M |
| 3 |
MWNA
Marshall Wace North America
New York
|
+$52.4M |
| 4 |
Marshall Wace
London,
United Kingdom
|
+$46.2M |
| 5 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$28.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
-$83.4M |
| 2 |
Invesco
Atlanta,
Georgia
|
-$70.8M |
| 3 |
First Trust Advisors
Wheaton,
Illinois
|
-$54.9M |
| 4 |
AIM
Artemis Investment Management
Edinburgh,
United Kingdom
|
-$41.9M |
| 5 |
Morgan Stanley
New York
|
-$38.4M |
BEN Hedge Fund Activity: Q3 2021 in Review
537 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q3 2021, worth a combined $6.55B — down 8.9% from $7.19B a quarter earlier.
Sellers outnumbered buyers: 68 funds closed out of BEN and 40 opened new positions — a net loss of 28 holders — while 191 trimmed existing stakes and 202 added.
The largest buyer was Citadel Advisors, adding an estimated $87M. The largest seller was Parametric Portfolio Associates, cutting an estimated $83.4M.
- 537 institutional investors held Franklin Resources (BEN) as of Q3 2021, down from 574 in Q2 2021.
- Funds reported $6.55B of Franklin Resources stock for Q3 2021, down 8.9% quarter-over-quarter.
- 40 funds opened new Franklin Resources positions in Q3 2021 and 68 closed out, a net change of -28 holders.
- The largest Franklin Resources buyer in Q3 2021 was Citadel Advisors, an estimated $87M added.
- The largest Franklin Resources seller in Q3 2021 was Parametric Portfolio Associates, an estimated $83.4M sold.
Based on aggregated 13F filings for Q3 2021.