Franklin Templeton
569 hedge funds and large institutions have $5.59B invested in Franklin Templeton in 2024 Q4 according to their latest regulatory filings, with 92 funds opening new positions, 198 increasing their positions, 198 reducing their positions, and 72 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
50% more capital inflows, than outflows
Capital inflows: $638M | Capital outflows: $425M
29% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $39.1M
28% more first-time investments, than exits
New positions opened: 92 | Existing positions closed: 72
2% more funds holding
Funds holding: 559 → 569 (+10)
1.57% more ownership
Funds ownership: 50.89% → 52.47% (+1.6%)
0% more repeat investments, than reductions
Existing positions increased: 198 | Existing positions reduced: 198
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EQF
Evergreen Quality Fund
Grand Cayman,
Cayman Islands
|
+$55.4M |
| 2 |
Two Sigma Advisers
New York
|
+$47.2M |
| 3 |
Two Sigma Investments
New York
|
+$35.3M |
| 4 |
First Trust Advisors
Wheaton,
Illinois
|
+$33.7M |
| 5 |
ProShare Advisors
Bethesda,
Maryland
|
+$32.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of New York Mellon
New York
|
-$46M |
| 2 |
Tudor Investment Corp
Stamford,
Connecticut
|
-$29.6M |
| 3 |
JP Morgan Chase
New York
|
-$27.7M |
| 4 |
Clarkston Capital Partners
Rochester,
Michigan
|
-$22M |
| 5 |
BlackRock
New York
|
-$18.5M |
BEN Hedge Fund Activity: Q4 2024 in Review
569 of the 7,623 institutional investors tracked by Wall St. Rank reported a position in Franklin Templeton (BEN) for Q4 2024, worth a combined $5.59B — up 4% from $5.37B a quarter earlier.
Buyers outnumbered sellers: 92 funds opened new BEN positions and 72 closed out — a net gain of 20 holders — while 198 added to existing stakes and 198 trimmed.
The largest buyer was Evergreen Quality Fund, opening a new position worth an estimated $55.4M. The largest seller was Bank of New York Mellon, cutting an estimated $46M.
- 569 institutional investors held Franklin Templeton (BEN) as of Q4 2024, up from 559 in Q3 2024.
- Funds reported $5.59B of Franklin Templeton stock for Q4 2024, up 4% quarter-over-quarter.
- 92 funds opened new Franklin Templeton positions in Q4 2024 and 72 closed out, a net change of +20 holders.
- The largest Franklin Templeton buyer in Q4 2024 was Evergreen Quality Fund, an estimated $55.4M added.
- The largest Franklin Templeton seller in Q4 2024 was Bank of New York Mellon, an estimated $46M sold.
Based on aggregated 13F filings for Q4 2024.