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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$117M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$55.5M
3
Franklin Resources
Franklin Resources
California
+$46.4M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$36.4M
5
Millennium Management
Millennium Management
New York
+$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
-$165M
2
Charles Schwab
Charles Schwab
California
-$120M
3
ProShare Advisors
ProShare Advisors
Maryland
-$38.6M
4
Invesco
Invesco
Georgia
-$20.2M
5
AQR Capital Management
AQR Capital Management
Connecticut
-$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
251
Northwestern Mutual Wealth Management
Wisconsin
$774K -$29.8K -1,108 -4%
OAM
252
Oppenheimer Asset Management
New York
$773K -$17.6K -654 -2%
Natixis Advisors
253
Natixis Advisors
Massachusetts
$766K +$109K +4,028 +17%
OC
254
Oppenheimer & Co
New York
$765K -$10.8K -400 -1%
QIM
255
Quantitative Investment Management
Virginia
$763K +$763K +28,359 New
CAN
256
Cetera Advisor Networks
California
$752K +$35.7K +1,326 +5%
WMA
257
Wealth Management Associates
New Jersey
$735K +$146K +5,410 +25%
AIM
258
ARGA Investment Management
Connecticut
$727K – – –
ESCM
259
Echo Street Capital Management
New York
$727K +$727K +26,991 New
Aviva
260
Aviva
United Kingdom
$721K -$325K -12,079 -31%
WI
261
WBI Investments
New Jersey
$719K -$786K -29,160 -52%
FMTC
262
Farmers & Merchants Trust Company
California
$713K +$409K +15,164 +134%
BCIM
263
British Columbia Investment Management
British Columbia, Canada
$711K -$1.46K -54 -0.2%
BBHC
264
Brown Brothers Harriman & Co
New York
$711K +$24K +892 +3%
EMG
265
ETF Managers Group
New Jersey
$708K +$10.6K +392 +2%
RJT
266
Raymond James Trust
Florida
$700K -$15.2K -564 -2%
SMDAM
267
Sumitomo Mitsui DS Asset Management
Japan
$692K -$994K -36,915 -59%
Cambridge Investment Research Advisors
268
Cambridge Investment Research Advisors
Iowa
$684K -$10.6K -392 -2%
TRSOTSOK
269
Teachers Retirement System of the State of Kentucky
Kentucky
$684K – – –
VIG
270
Vienna Insurance Group
Poland
$680K +$680K +25,232 New
CSIC
271
Clifford Swan Investment Counsel
California
$666K -$235K -8,732 -26%
RT
272
Rockland Trust
Massachusetts
$654K -$551K -20,465 -46%
GAM
273
Griffin Asset Management
New York
$653K +$8.62K +320 +1%
PNC
274
Park National Corp
Ohio
$653K – – –
TC
275
TAP Consulting
Missouri
$652K +$323 +12 +0%
9 10
11
12 13