Franklin Resources
581 hedge funds and large institutions have $7.32B invested in Franklin Resources in 2021 Q4 according to their latest regulatory filings, with 96 funds opening new positions, 197 increasing their positions, 192 reducing their positions, and 44 closing their positions.
118% more first-time investments, than exits
New positions opened: 96 | Existing positions closed: 44
12% more capital invested
Capital invested by funds: $6.55B → $7.32B (+$768M)
8% more funds holding
Funds holding: 537 → 581 (+44)
3% more repeat investments, than reductions
Existing positions increased: 197 | Existing positions reduced: 192
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% less call options, than puts
Call options by funds: $55.3M | Put options by funds: $55.4M
0.25% less ownership
Funds ownership: 43.85% → 43.6% (-0.25%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
+$41.9M |
| 2 |
Amundi
Paris,
France
|
+$39.8M |
| 3 |
BlackRock
New York
|
+$30.8M |
| 4 |
State Street
Boston,
Massachusetts
|
+$30.7M |
| 5 |
Capital Research Global Investors
Los Angeles,
California
|
+$23.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fidelity Investments
Boston,
Massachusetts
|
-$90.7M |
| 2 |
Arrowstreet Capital
Boston,
Massachusetts
|
-$35M |
| 3 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$24.3M |
| 4 |
Invesco
Atlanta,
Georgia
|
-$20.8M |
| 5 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$20.8M |
BEN Hedge Fund Activity: Q4 2021 in Review
581 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2021, worth a combined $7.32B — up 12% from $6.55B a quarter earlier.
Buyers outnumbered sellers: 96 funds opened new BEN positions and 44 closed out — a net gain of 52 holders — while 197 added to existing stakes and 192 trimmed.
The largest buyer was Balyasny Asset Management, adding an estimated $41.9M. The largest seller was Fidelity Investments, cutting an estimated $90.7M.
- 581 institutional investors held Franklin Resources (BEN) as of Q4 2021, up from 537 in Q3 2021.
- Funds reported $7.32B of Franklin Resources stock for Q4 2021, up 12% quarter-over-quarter.
- 96 funds opened new Franklin Resources positions in Q4 2021 and 44 closed out, a net change of +52 holders.
- The largest Franklin Resources buyer in Q4 2021 was Balyasny Asset Management, an estimated $41.9M added.
- The largest Franklin Resources seller in Q4 2021 was Fidelity Investments, an estimated $90.7M sold.
Based on aggregated 13F filings for Q4 2021.