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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 %
SWM
301
SeaCrest Wealth Management
New York
$532K -$47.2K -1,752 -8%
OP
302
ORG Partners
Indiana
$531K +$531K +19,695 New
GLA
303
Great Lakes Advisors
Illinois
$530K -$1.01M -37,582 -66%
National Bank of Canada
304
National Bank of Canada
Quebec, Canada
$524K +$301K +11,182 +135%
API
305
Advisor Partners II
California
$513K +$5.82K +216 +1%
FNT
306
First National Trust
Pennsylvania
$509K – – –
First Manhattan
307
First Manhattan
New York
$500K -$3.96K -147 -0.8%
LSERS
308
Louisiana State Employees Retirement System
Louisiana
$498K +$2.69K +100 +0.5%
KWM
309
Kingsview Wealth Management
Oregon
$497K +$497K +18,456 New
LFP
310
Leeward Financial Partners
Washington
$497K +$497K +18,438 New
QCM
311
Quantinno Capital Management
New York
$490K -$37.4K -1,388 -7%
Verition Fund Management
312
Verition Fund Management
Connecticut
$488K +$488K +18,097 New
WAAG
313
Wealth Alliance Advisory Group
Kansas
$487K +$184K +6,814 +61%
WJWM
314
Williams Jones Wealth Management
New York
$486K – – –
WCM
315
Whitener Capital Management
North Carolina
$482K +$12.4K +460 +3%
BFG
316
Beacon Financial Group
Texas
$480K -$234K -8,790 -33%
GAM
317
Guinness Asset Management
United Kingdom
$476K +$40.2K +1,494 +9%
NA
318
NewEdge Advisors
Louisiana
$476K +$132K +5,239 +38%
MM
319
MQS Management
New York
$474K +$474K +17,577 New
PAS
320
Park Avenue Securities
New York
$470K -$22.5K -834 -5%
SFG
321
Summit Financial Group
West Virginia
$470K – – –
Corient Private Wealth
322
Corient Private Wealth
Florida
$469K +$103K +3,825 +28%
SAM
323
Shell Asset Management
Netherlands
$467K +$83.8K +3,108 +22%
MSAM
324
Moloney Securities Asset Management
Missouri
$459K +$46.5K +1,726 +11%
MNBTD
325
Moody National Bank Trust Division
Texas
$438K – – –
11 12
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