Franklin Templeton
BEN
575 hedge funds and large institutions have $7.19B invested in Franklin Templeton in 2021 Q2 according to their latest regulatory filings, with 73 funds opening new positions, 208 increasing their positions, 190 reducing their positions, and 45 closing their positions.
62% more first-time investments, than exits
New positions opened: 73 | Existing positions closed: 45
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: 9 → 10 (+1)
8% more capital invested
Capital invested by funds: $6.68B → $7.19B (+$517M)
5% more funds holding
Funds holding: 549 → 575 (+26)
9% more repeat investments, than reductions
Existing positions increased: 208 | Existing positions reduced: 190
0.03% less ownership
Funds ownership: 44.62% → 44.59% (-0.03%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
+$45.9M |
| 2 |
Morgan Stanley
New York
|
+$33.7M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$32.5M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$15.8M |
| 5 |
BNP Paribas Asset Management
Paris,
France
|
+$11.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$50.4M |
| 2 |
BlackRock
New York
|
-$39.1M |
| 3 |
JP Morgan Chase
New York
|
-$22.4M |
| 4 |
HSBC Holdings
London,
United Kingdom
|
-$21.1M |
| 5 |
State Street
Boston,
Massachusetts
|
-$15.8M |
BEN Hedge Fund Activity: Q2 2021 in Review
575 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q2 2021, worth a combined $7.19B — up 7.7% from $6.68B a quarter earlier.
Buyers outnumbered sellers: 73 funds opened new BEN positions and 45 closed out — a net gain of 28 holders — while 208 added to existing stakes and 190 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.
- 575 institutional investors held Franklin Templeton (BEN) as of Q2 2021, up from 549 in Q1 2021.
- Funds reported $7.19B of Franklin Templeton stock for Q2 2021, up 7.7% quarter-over-quarter.
- 73 funds opened new Franklin Templeton positions in Q2 2021 and 45 closed out, a net change of +28 holders.
- The largest Franklin Templeton buyer in Q2 2021 was Fidelity Investments, an estimated $45.9M added.
- The largest Franklin Templeton seller in Q2 2021 was Capital Research Global Investors, an estimated $50.4M sold.
Based on aggregated 13F filings for Q2 2021.