Franklin Templeton
528 hedge funds and large institutions have $4.94B invested in Franklin Templeton in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 186 reducing their positions, and 57 closing their positions.
30% more call options, than puts
Call options by funds: $40.5M | Put options by funds: $31.3M
8% more repeat investments, than reductions
Existing positions increased: 200 | Existing positions reduced: 186
0.89% more ownership
Funds ownership: 45.1% → 45.99% (+0.89%)
2% less funds holding
Funds holding: 541 → 528 (-13)
6% less capital invested
Capital invested by funds: $5.27B → $4.94B (-$322M)
16% less first-time investments, than exits
New positions opened: 48 | Existing positions closed: 57
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$132M |
| 2 |
State Street
Boston,
Massachusetts
|
+$61.3M |
| 3 |
Balyasny Asset Management
Chicago,
Illinois
|
+$19.6M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$18.6M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$15.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Vanguard Group
Malvern,
Pennsylvania
|
-$47.6M |
| 2 |
SSA
Schonfeld Strategic Advisors
New York
|
-$23.8M |
| 3 |
PCM
Prana Capital Management
Greenwich,
Connecticut
|
-$20.2M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$18.7M |
| 5 |
AQR Capital Management
Greenwich,
Connecticut
|
-$16.9M |
BEN Hedge Fund Activity: Q3 2022 in Review
528 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q3 2022, worth a combined $4.94B — down 6.1% from $5.27B a quarter earlier.
Sellers outnumbered buyers: 57 funds closed out of BEN and 48 opened new positions — a net loss of 9 holders — while 186 trimmed existing stakes and 200 added.
The largest buyer was Capital Research Global Investors, adding an estimated $132M. The largest seller was Vanguard Group, cutting an estimated $47.6M.
- 528 institutional investors held Franklin Templeton (BEN) as of Q3 2022, down from 541 in Q2 2022.
- Funds reported $4.94B of Franklin Templeton stock for Q3 2022, down 6.1% quarter-over-quarter.
- 48 funds opened new Franklin Templeton positions in Q3 2022 and 57 closed out, a net change of -9 holders.
- The largest Franklin Templeton buyer in Q3 2022 was Capital Research Global Investors, an estimated $132M added.
- The largest Franklin Templeton seller in Q3 2022 was Vanguard Group, an estimated $47.6M sold.
Based on aggregated 13F filings for Q3 2022.