Franklin Resources
553 hedge funds and large institutions have $6.21B invested in Franklin Resources in 2022 Q4 according to their latest regulatory filings, with 87 funds opening new positions, 209 increasing their positions, 175 reducing their positions, and 56 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
55% more first-time investments, than exits
New positions opened: 87 | Existing positions closed: 56
25% more capital invested
Capital invested by funds: $4.95B → $6.21B (+$1.26B)
19% more repeat investments, than reductions
Existing positions increased: 209 | Existing positions reduced: 175
10% more call options, than puts
Call options by funds: $36.7M | Put options by funds: $33.3M
5% more funds holding
Funds holding: 528 → 553 (+25)
1.62% more ownership
Funds ownership: 46.05% → 47.66% (+1.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$102M |
| 2 |
State Street
Boston,
Massachusetts
|
+$60.1M |
| 3 |
Vanguard Group
Malvern,
Pennsylvania
|
+$53.7M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$23.7M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$21.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Balyasny Asset Management
Chicago,
Illinois
|
-$27.3M |
| 2 |
GT
Glenmede Trust
Philadelphia,
Pennsylvania
|
-$20.4M |
| 3 |
APG Asset Management
Amsterdam,
Netherlands
|
-$15.3M |
| 4 |
National Bank of Canada
Montreal,
Quebec, Canada
|
-$14.6M |
| 5 |
PI
PEAK6 Investments
Chicago,
Illinois
|
-$12.6M |
BEN Hedge Fund Activity: Q4 2022 in Review
553 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2022, worth a combined $6.21B — up 25% from $4.95B a quarter earlier.
Buyers outnumbered sellers: 87 funds opened new BEN positions and 56 closed out — a net gain of 31 holders — while 209 added to existing stakes and 175 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $102M. The largest seller was Balyasny Asset Management, exiting entirely with an estimated $27.3M sold.
- 553 institutional investors held Franklin Resources (BEN) as of Q4 2022, up from 528 in Q3 2022.
- Funds reported $6.21B of Franklin Resources stock for Q4 2022, up 25% quarter-over-quarter.
- 87 funds opened new Franklin Resources positions in Q4 2022 and 56 closed out, a net change of +31 holders.
- The largest Franklin Resources buyer in Q4 2022 was Capital Research Global Investors, an estimated $102M added.
- The largest Franklin Resources seller in Q4 2022 was Balyasny Asset Management, an estimated $27.3M sold.
Based on aggregated 13F filings for Q4 2022.