Franklin Templeton
538 hedge funds and large institutions have $6.56B invested in Franklin Templeton in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 202 increasing their positions, 192 reducing their positions, and 67 closing their positions.
130% more call options, than puts
Call options by funds: $65.1M | Put options by funds: $28.3M
5% more repeat investments, than reductions
Existing positions increased: 202 | Existing positions reduced: 192
0.74% less ownership
Funds ownership: 44.59% → 43.85% (-0.74%)
6% less funds holding
Funds holding: 575 → 538 (-37)
9% less capital invested
Capital invested by funds: $7.19B → $6.56B (-$636M)
20% less funds holding in top 10
Funds holding in top 10: 10 → 8 (-2)
42% less first-time investments, than exits
New positions opened: 39 | Existing positions closed: 67
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
538 of the 5,728 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q3 2021, worth a combined $6.56B — down 8.8% from $7.19B a quarter earlier.
Sellers outnumbered buyers: 67 funds closed out of BEN and 39 opened new positions — a net loss of 28 holders — while 192 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.
- 538 institutional investors held Franklin Templeton (BEN) as of Q3 2021, down from 575 in Q2 2021.
- Funds reported $6.56B of Franklin Templeton stock for Q3 2021, down 8.8% quarter-over-quarter.
- 39 funds opened new Franklin Templeton positions in Q3 2021 and 67 closed out, a net change of -28 holders.
- The largest Franklin Templeton buyer in Q3 2021 was Citadel Advisors, an estimated $87M added.
- The largest Franklin Templeton seller in Q3 2021 was Parametric Portfolio Associates, an estimated $83.4M sold.
Based on aggregated 13F filings for Q3 2021.