Franklin Templeton
566 hedge funds and large institutions have $6.5B invested in Franklin Templeton in 2023 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 195 increasing their positions, 194 reducing their positions, and 56 closing their positions.
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
64% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 56
20% more call options, than puts
Call options by funds: $20.5M | Put options by funds: $17.1M
5% more funds holding
Funds holding: 537 → 566 (+29)
1% more repeat investments, than reductions
Existing positions increased: 195 | Existing positions reduced: 194
0.27% less ownership
Funds ownership: 44.38% → 44.11% (-0.27%)
13% less capital inflows, than outflows
Capital inflows: $428M | Capital outflows: $494M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$101M |
| 2 |
ProShare Advisors
Bethesda,
Maryland
|
+$22.1M |
| 3 |
Bank of New York Mellon
New York
|
+$18.8M |
| 4 |
BlackRock
New York
|
+$16.2M |
| 5 |
Alyeska Investment Group
Chicago,
Illinois
|
+$14.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Clarkston Capital Partners
Rochester,
Michigan
|
-$147M |
| 2 |
Vanguard Group
Malvern,
Pennsylvania
|
-$54.4M |
| 3 |
Amundi
Paris,
France
|
-$37.3M |
| 4 |
ALPS Advisors
Denver,
Colorado
|
-$21.4M |
| 5 |
Raymond James & Associates
St Petersburg,
Florida
|
-$20.1M |
BEN Hedge Fund Activity: Q4 2023 in Review
566 of the 6,877 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q4 2023, worth a combined $6.5B — up 19% from $5.45B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new BEN positions and 56 closed out — a net gain of 36 holders — while 195 added to existing stakes and 194 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $101M. The largest seller was Clarkston Capital Partners, cutting an estimated $147M.
- 566 institutional investors held Franklin Templeton (BEN) as of Q4 2023, up from 537 in Q3 2023.
- Funds reported $6.5B of Franklin Templeton stock for Q4 2023, up 19% quarter-over-quarter.
- 92 funds opened new Franklin Templeton positions in Q4 2023 and 56 closed out, a net change of +36 holders.
- The largest Franklin Templeton buyer in Q4 2023 was Capital Research Global Investors, an estimated $101M added.
- The largest Franklin Templeton seller in Q4 2023 was Clarkston Capital Partners, an estimated $147M sold.
Based on aggregated 13F filings for Q4 2023.