Franklin Resources
564 hedge funds and large institutions have $5.59B invested in Franklin Resources in 2024 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 199 increasing their positions, 198 reducing their positions, and 71 closing their positions.
400% more funds holding in top 10
Funds holding in top 10: 1 → 5 (+4)
29% more call options, than puts
Call options by funds: $50.4M | Put options by funds: $39.1M
27% more first-time investments, than exits
New positions opened: 90 | Existing positions closed: 71
2% more funds holding
Funds holding: 555 → 564 (+9)
1.56% more ownership
Funds ownership: 50.91% → 52.47% (+1.6%)
4% more capital invested
Capital invested by funds: $5.37B → $5.59B (+$216M)
1% more repeat investments, than reductions
Existing positions increased: 199 | 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 |
CCP
Clarkston Capital Partners
Rochester,
Michigan
|
-$22M |
| 5 |
BlackRock
New York
|
-$18.5M |
BEN Hedge Fund Activity: Q4 2024 in Review
564 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2024, worth a combined $5.59B — up 4% from $5.37B a quarter earlier.
Buyers outnumbered sellers: 90 funds opened new BEN positions and 71 closed out — a net gain of 19 holders — while 199 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.
- 564 institutional investors held Franklin Resources (BEN) as of Q4 2024, up from 555 in Q3 2024.
- Funds reported $5.59B of Franklin Resources stock for Q4 2024, up 4% quarter-over-quarter.
- 90 funds opened new Franklin Resources positions in Q4 2024 and 71 closed out, a net change of +19 holders.
- The largest Franklin Resources buyer in Q4 2024 was Evergreen Quality Fund, an estimated $55.4M added.
- The largest Franklin Resources seller in Q4 2024 was Bank of New York Mellon, an estimated $46M sold.
Based on aggregated 13F filings for Q4 2024.