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Franklin Resources
BEN

Overview Fund Activity

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$299M
2
State Street
2
State Street
Massachusetts
$761M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$27.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.8M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$697M
2
PCM
2
Prana Capital Management
Connecticut
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
NSAM
301
North Star Asset Management
Wisconsin
$461K -$40.6K -1,888 -8%
SG Americas Securities
302
SG Americas Securities
New York
$443K +$137K +6,386 +45%
HA
303
Herold Advisors
New York
$435K – – –
KeyBank National Association
304
KeyBank National Association
Ohio
$429K -$260K -12,061 -38%
Daiwa Securities Group
305
Daiwa Securities Group
Japan
$428K +$25.5K +1,182 +6%
GIA
306
Gladstone Institutional Advisory
Florida
$426K -$491K -22,833 -54%
FNT
307
First National Trust
Pennsylvania
$415K – – –
ASN
308
Advisory Services Network
Georgia
$415K +$5.5K +255 +1%
API
309
Advisor Partners II
California
$405K +$405K +18,806 New
CGH
310
Crossmark Global Holdings
Texas
$402K -$14.3K -664 -3%
TPA
311
Trivium Point Advisory
Connecticut
$401K +$28.8K +1,256 +8%
NB
312
Norinchukin Bank
Japan
$400K +$55.4K +2,572 +16%
AG
313
Ascent Group
Virginia
$399K -$84.6K -3,605 -17%
First Manhattan
314
First Manhattan
New York
$399K -$1.7K -79 -0.4%
TRCT
315
Tower Research Capital (TRC)
New York
$399K +$92.1K +4,283 +30%
AC
316
Allstate Corporation
Illinois
$397K -$7.38K -343 -2%
KOCAA
317
Knights of Columbus Asset Advisors
Connecticut
$394K -$19.2K -891 -5%
LSERS
318
Louisiana State Employees Retirement System
Louisiana
$392K +$10.8K +500 +3%
WJWM
319
Williams Jones Wealth Management
New York
$388K -$22.6K -1,048 -5%
PAS
320
Park Avenue Securities
New York
$380K +$4.24K +197 +1%
SFG
321
Summit Financial Group
West Virginia
$375K – – –
SAM
322
Shell Asset Management
Netherlands
$369K -$146K -6,801 -28%
XT
323
XTX Topco
Cayman Islands
$365K -$62.7K -2,910 -15%
GIM
324
Grassi Investment Management
California
$362K – – –
MLICM
325
Metropolitan Life Insurance Company (MetLife)
New York
$358K +$947 +44 +0.3%
11 12
13
14 15