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Franklin Templeton

484 hedge funds and large institutions have $5.08B invested in Franklin Templeton in 2020 Q2 according to their latest regulatory filings, with 61 funds opening new positions, 165 increasing their positions, 178 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more funds holding in top 10

Funds holding in top 10: 79 (+2)

25% more capital invested

Capital invested by funds: $4.06B → $5.08B (+$1.02B)

13% more first-time investments, than exits

New positions opened: 61 | Existing positions closed: 54

1% more funds holding

Funds holding: 479484 (+5)

0.02% more ownership

Funds ownership: 48.94%48.96% (+0.02%)

7% less repeat investments, than reductions

Existing positions increased: 165 | Existing positions reduced: 178

32% less call options, than puts

Call options by funds: $17M | Put options by funds: $25.1M

Holders
484
Holders Change
+5
Holders Change %
+1.04%
% of All Funds
9.9%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
61
Increased
165
Reduced
178
Closed
54
Calls
$17M
Puts
$25.1M
Net Calls
-$8.11M
Net Calls Change
-$770K

BEN Hedge Fund Activity: Q2 2020 in Review

484 of the 4,888 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q2 2020, worth a combined $5.08B — up 25% from $4.06B a quarter earlier.

Buyers outnumbered sellers: 61 funds opened new BEN positions and 54 closed out — a net gain of 7 holders — while 165 added to existing stakes and 178 trimmed.

The largest buyer was State Street, adding an estimated $87.1M. The largest seller was Vanguard Group, cutting an estimated $111M.

  • 484 institutional investors held Franklin Templeton (BEN) as of Q2 2020, up from 479 in Q1 2020.
  • Funds reported $5.08B of Franklin Templeton stock for Q2 2020, up 25% quarter-over-quarter.
  • 61 funds opened new Franklin Templeton positions in Q2 2020 and 54 closed out, a net change of +7 holders.
  • The largest Franklin Templeton buyer in Q2 2020 was State Street, an estimated $87.1M added.
  • The largest Franklin Templeton seller in Q2 2020 was Vanguard Group, an estimated $111M sold.

Based on aggregated 13F filings for Q2 2020.