Franklin Templeton
BEN
518 hedge funds and large institutions have $5.7B invested in Franklin Templeton in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 159 increasing their positions, 189 reducing their positions, and 53 closing their positions.
70% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 53
20% more capital invested
Capital invested by funds: $4.74B → $5.7B (+$961M)
7% more funds holding
Funds holding: 486 → 518 (+32)
1% more call options, than puts
Call options by funds: $26M | Put options by funds: $25.7M
0% more funds holding in top 10
Funds holding in top 10: 9 → 9 (0)
1.8% less ownership
Funds ownership: 46.97% → 45.17% (-1.8%)
16% less repeat investments, than reductions
Existing positions increased: 159 | Existing positions reduced: 189
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$177M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
+$38.2M |
| 3 |
Morgan Stanley
New York
|
+$27M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$23.3M |
| 5 |
Schroder Investment Management Group
London,
United Kingdom
|
+$20.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
ACM
Abrams Capital Management
Boston,
Massachusetts
|
-$167M |
| 2 |
BlackRock
New York
|
-$37.6M |
| 3 |
PP
Prudential plc
London, England,
United Kingdom
|
-$35.4M |
| 4 |
Two Sigma Investments
New York
|
-$22.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$20.7M |
BEN Hedge Fund Activity: Q4 2020 in Review
518 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q4 2020, worth a combined $5.7B — up 20% from $4.74B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new BEN positions and 53 closed out — a net gain of 37 holders — while 159 added to existing stakes and 189 trimmed.
The largest buyer was Capital Research Global Investors, opening a new position worth an estimated $177M. The largest seller was Abrams Capital Management, exiting entirely with an estimated $167M sold.
- 518 institutional investors held Franklin Templeton (BEN) as of Q4 2020, up from 486 in Q3 2020.
- Funds reported $5.7B of Franklin Templeton stock for Q4 2020, up 20% quarter-over-quarter.
- 90 funds opened new Franklin Templeton positions in Q4 2020 and 53 closed out, a net change of +37 holders.
- The largest Franklin Templeton buyer in Q4 2020 was Capital Research Global Investors, an estimated $177M added.
- The largest Franklin Templeton seller in Q4 2020 was Abrams Capital Management, an estimated $167M sold.
Based on aggregated 13F filings for Q4 2020.