Franklin Templeton
582 hedge funds and large institutions have $5.73B invested in Franklin Templeton in 2024 Q2 according to their latest regulatory filings, with 77 funds opening new positions, 255 increasing their positions, 165 reducing their positions, and 82 closing their positions.
390% more call options, than puts
Call options by funds: $56.4M | Put options by funds: $11.5M
55% more repeat investments, than reductions
Existing positions increased: 255 | Existing positions reduced: 165
6% less first-time investments, than exits
New positions opened: 77 | Existing positions closed: 82
1.4% less ownership
Funds ownership: 50.04% → 48.64% (-1.4%)
2% less funds holding
Funds holding: 596 → 582 (-14)
21% less capital inflows, than outflows
Capital inflows: $661M | Capital outflows: $835M
67% less funds holding in top 10
Funds holding in top 10: 6 → 2 (-4)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$58.6M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
+$42.2M |
| 3 |
Invesco
Atlanta,
Georgia
|
+$42.1M |
| 4 |
Voloridge Investment Management
Jupiter,
Florida
|
+$35.1M |
| 5 |
Marshall Wace
London,
United Kingdom
|
+$28.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$493M |
| 2 |
Gallagher Fiduciary Advisors
Rolling Meadows,
Illinois
|
-$44.9M |
| 3 |
Wedge Capital Management
Charlotte,
North Carolina
|
-$40.5M |
| 4 |
State Street
Boston,
Massachusetts
|
-$28.9M |
| 5 |
Los Angeles Capital Management
Los Angeles,
California
|
-$20.6M |
BEN Hedge Fund Activity: Q2 2024 in Review
582 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q2 2024, worth a combined $5.73B — down 23% from $7.41B a quarter earlier.
Sellers outnumbered buyers: 82 funds closed out of BEN and 77 opened new positions — a net loss of 5 holders — while 165 trimmed existing stakes and 255 added.
The largest buyer was Goldman Sachs, adding an estimated $58.6M. The largest seller was Capital Research Global Investors, cutting an estimated $493M.
- 582 institutional investors held Franklin Templeton (BEN) as of Q2 2024, down from 596 in Q1 2024.
- Funds reported $5.73B of Franklin Templeton stock for Q2 2024, down 23% quarter-over-quarter.
- 77 funds opened new Franklin Templeton positions in Q2 2024 and 82 closed out, a net change of -5 holders.
- The largest Franklin Templeton buyer in Q2 2024 was Goldman Sachs, an estimated $58.6M added.
- The largest Franklin Templeton seller in Q2 2024 was Capital Research Global Investors, an estimated $493M sold.
Based on aggregated 13F filings for Q2 2024.