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.
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: 9 → 10 (+1)
8% more capital invested
Capital invested by funds: $6.67B → $7.19B (+$517M)
5% more funds holding
Funds holding: 548 → 574 (+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%)
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
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.