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Franklin FTSE Latin America

18 hedge funds and large institutions have $56M invested in Franklin FTSE Latin America in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 2 increasing their positions, 10 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 2

20% more funds holding

Funds holding: 1518 (+3)

1.43% less ownership

Funds ownership: 88.57%87.14% (-1.4%)

6% less capital invested

Capital invested by funds: $59.6M → $56M (-$3.55M)

80% less repeat investments, than reductions

Existing positions increased: 2 | Existing positions reduced: 10

Holders
18
Holders Change
+3
Holders Change %
+20%
% of All Funds
0.28%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
2
Reduced
10
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$26.5M -$7.41M -341,519 -23%
Franklin Resources
2
Franklin Resources
California
$17.8M -$4.56M -210,000 -21%
LPL Financial
3
LPL Financial
California
$3.44M +$3.25M +149,911 New
Osaic Holdings
4
Osaic Holdings
Arizona
$2.92M -$90.2K -4,157 -3%
Jane Street
5
Jane Street
New York
$2.61M -$1.07M -49,298 -30%
Bank of Montreal
6
Bank of Montreal
Ontario, Canada
$733K -$35.7K -1,643 -5%
AA
7
Advisory Alpha
Michigan
$620K +$586K +26,977 New
PPWP
8
Proquility Private Wealth Partners
Nevada
$491K -$651 -30 -0.1%
PCH
9
PGIM Custom Harvest
New Jersey
$412K -$3.89K -179 -1%
OMC
10
Old Mission Capital
Illinois
$241K +$228K +10,484 New
Susquehanna International Group
11
Susquehanna International Group
Pennsylvania
$204K -$95.3K -4,388 -33%
Morgan Stanley
12
Morgan Stanley
New York
$26.5K +$13K +597 +107%
PA
13
Parallel Advisors
California
$14.5K +$5.36K +247 +64%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$8K -$57.6K -2,652 -88%
JP Morgan Chase
15
JP Morgan Chase
New York
$1.79K +$1.69K +78 New
IA
16
IFP Advisors
Florida
$1.68K
Fidelity Investments
17
Fidelity Investments
Massachusetts
$758 +$716 +33 New
UBS Group
18
UBS Group
Switzerland
$459 -$19.1K -882 -98%
Wells Fargo
19
Wells Fargo
California
$7
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
-$701K -34,363 Closed
Citadel Advisors
21
Citadel Advisors
Florida
-$449K -22,009 Closed

FLLA Hedge Fund Activity: Q2 2023 in Review

18 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in Franklin FTSE Latin America (FLLA) for Q2 2023, worth a combined $56M — down 6% from $59.6M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FLLA positions and 2 closed out — a net gain of 3 holders — while 2 added to existing stakes and 10 trimmed.

The largest buyer was LPL Financial, opening a new position worth an estimated $3.25M. The largest seller was Bank of America, cutting an estimated $7.41M.

  • 18 institutional investors held Franklin FTSE Latin America (FLLA) as of Q2 2023, up from 15 in Q1 2023.
  • Funds reported $56M of Franklin FTSE Latin America stock for Q2 2023, down 6% quarter-over-quarter.
  • 5 funds opened new Franklin FTSE Latin America positions in Q2 2023 and 2 closed out, a net change of +3 holders.
  • The largest Franklin FTSE Latin America buyer in Q2 2023 was LPL Financial, an estimated $3.25M added.
  • The largest Franklin FTSE Latin America seller in Q2 2023 was Bank of America, an estimated $7.41M sold.

Based on aggregated 13F filings for Q2 2023.