Franklin Templeton
537 hedge funds and large institutions have $5.45B invested in Franklin Templeton in 2023 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 175 increasing their positions, 192 reducing their positions, and 50 closing their positions.
22% more call options, than puts
Call options by funds: $26.4M | Put options by funds: $21.7M
18% more first-time investments, than exits
New positions opened: 59 | Existing positions closed: 50
1% more funds holding
Funds holding: 533 → 537 (+4)
9% less repeat investments, than reductions
Existing positions increased: 175 | Existing positions reduced: 192
2.28% less ownership
Funds ownership: 46.66% → 44.38% (-2.3%)
13% less capital invested
Capital invested by funds: $6.25B → $5.45B (-$801M)
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Millennium Management
New York
|
+$32.3M |
| 2 |
Barclays
London,
United Kingdom
|
+$27.5M |
| 3 |
D.E. Shaw & Co
New York
|
+$18.7M |
| 4 |
Qube Research & Technologies (QRT)
London,
United Kingdom
|
+$16.2M |
| 5 |
National Bank of Canada
Montreal,
Quebec, Canada
|
+$12.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
State Street
Boston,
Massachusetts
|
-$282M |
| 2 |
Balyasny Asset Management
Chicago,
Illinois
|
-$52.3M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$38.4M |
| 4 |
O
Ossiam
Paris,
France
|
-$33.2M |
| 5 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$29.9M |
BEN Hedge Fund Activity: Q3 2023 in Review
537 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q3 2023, worth a combined $5.45B — down 13% from $6.25B a quarter earlier.
Buyers outnumbered sellers: 59 funds opened new BEN positions and 50 closed out — a net gain of 9 holders — while 175 added to existing stakes and 192 trimmed.
The largest buyer was Millennium Management, opening a new position worth an estimated $32.3M. The largest seller was State Street, cutting an estimated $282M.
- 537 institutional investors held Franklin Templeton (BEN) as of Q3 2023, up from 533 in Q2 2023.
- Funds reported $5.45B of Franklin Templeton stock for Q3 2023, down 13% quarter-over-quarter.
- 59 funds opened new Franklin Templeton positions in Q3 2023 and 50 closed out, a net change of +9 holders.
- The largest Franklin Templeton buyer in Q3 2023 was Millennium Management, an estimated $32.3M added.
- The largest Franklin Templeton seller in Q3 2023 was State Street, an estimated $282M sold.
Based on aggregated 13F filings for Q3 2023.