Franklin Templeton
BEN
557 hedge funds and large institutions have $5.37B invested in Franklin Templeton in 2024 Q3 according to their latest regulatory filings, with 75 funds opening new positions, 238 increasing their positions, 167 reducing their positions, and 95 closing their positions.
43% more repeat investments, than reductions
Existing positions increased: 238 | Existing positions reduced: 167
19% more call options, than puts
Call options by funds: $63.3M | Put options by funds: $53M
2.25% more ownership
Funds ownership: 48.64% → 50.89% (+2.3%)
4% less funds holding
Funds holding: 581 → 557 (-24)
6% less capital invested
Capital invested by funds: $5.73B → $5.37B (-$358M)
21% less first-time investments, than exits
New positions opened: 75 | Existing positions closed: 95
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Goldman Sachs
New York
|
+$71.8M |
| 2 |
Dimensional Fund Advisors
Austin,
Texas
|
+$50.8M |
| 3 |
Voloridge Investment Management
Jupiter,
Florida
|
+$38.6M |
| 4 |
Invesco
Atlanta,
Georgia
|
+$33.7M |
| 5 |
JP Morgan Chase
New York
|
+$31.6M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
-$79.4M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$48.7M |
| 3 |
BlackRock
New York
|
-$25.4M |
| 4 |
FFH
Fairfax Financial Holdings
Toronto,
Ontario, Canada
|
-$22.4M |
| 5 |
D.E. Shaw & Co
New York
|
-$21.5M |
BEN Hedge Fund Activity: Q3 2024 in Review
557 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q3 2024, worth a combined $5.37B — down 6.3% from $5.73B a quarter earlier.
Sellers outnumbered buyers: 95 funds closed out of BEN and 75 opened new positions — a net loss of 20 holders — while 167 trimmed existing stakes and 238 added.
The largest buyer was Goldman Sachs, adding an estimated $71.8M. The largest seller was Capital Research Global Investors, exiting entirely with an estimated $79.4M sold.
- 557 institutional investors held Franklin Templeton (BEN) as of Q3 2024, down from 581 in Q2 2024.
- Funds reported $5.37B of Franklin Templeton stock for Q3 2024, down 6.3% quarter-over-quarter.
- 75 funds opened new Franklin Templeton positions in Q3 2024 and 95 closed out, a net change of -20 holders.
- The largest Franklin Templeton buyer in Q3 2024 was Goldman Sachs, an estimated $71.8M added.
- The largest Franklin Templeton seller in Q3 2024 was Capital Research Global Investors, an estimated $79.4M sold.
Based on aggregated 13F filings for Q3 2024.