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Franklin Resources
BEN

Overview Fund Activity

573 hedge funds and large institutions have $5.71B invested in Franklin Resources in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 252 increasing their positions, 164 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-17
Holders Change %
-2.88%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
75
Increased
252
Reduced
164
Closed
83
Calls
$56.4M
Puts
$11.5M
Net Calls
+$44.9M
Net Calls Change
+$31.8M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$101M
2
Invesco
2
Invesco
Georgia
$204M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$54.7M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$39.9M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$31.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$79.4M
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$0
3
WCM
3
Wedge Capital Management
North Carolina
$0
4
State Street
4
State Street
Massachusetts
$466M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
FNFDCM
301
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$490K – – –
Natixis Advisors
302
Natixis Advisors
Massachusetts
$481K -$297K -13,271 -38%
KAS
303
Kestra Advisory Services
Texas
$479K +$270K +12,073 +129%
MPM
304
MBB Public Markets
Illinois
$476K +$476K +21,300 New
AAS
305
Avantax Advisory Services
Texas
$475K +$475K +21,265 New
NC
306
nVerses Capital
Florida
$474K +$474K +21,200 New
CGH
307
Crossmark Global Holdings
Texas
$470K -$9.52K -426 -2%
OSAM
308
O'Shaughnessy Asset Management
Connecticut
$464K +$59.1K +2,643 +15%
Carson Wealth (CWM LLC)
309
Carson Wealth (CWM LLC)
Nebraska
$464K +$248K +11,128 +115%
SRL
310
Scientech Research LLC
New Jersey
$464K +$464K +20,750 New
SF
311
Synovus Financial
Georgia
$464K +$225K +10,056 +94%
Northwestern Mutual Wealth Management
312
Northwestern Mutual Wealth Management
Wisconsin
$460K +$147K +6,557 +47%
CSIC
313
Clifford Swan Investment Counsel
California
$458K – – –
Pacer Advisors
314
Pacer Advisors
Pennsylvania
$458K +$20.1K +899 +5%
MLA
315
My Legacy Advisors
Oregon
$457K +$16.9K +754 +4%
Verition Fund Management
316
Verition Fund Management
Connecticut
$453K -$828K -37,060 -65%
ABC
317
Associated Banc-Corp
Wisconsin
$453K -$5.39K -241 -1%
O
318
Ossiam
France
$452K +$100K +4,475 +28%
RT
319
Rockland Trust
Massachusetts
$448K – – –
SAM
320
Silvercrest Asset Management
New York
$444K – – –
HA
321
Herold Advisors
New York
$444K – – –
Creative Planning
322
Creative Planning
Kansas
$443K +$25.3K +1,131 +6%
MGP
323
Metis Global Partners
California
$435K -$1.92K -86 -0.4%
Nomura Holdings
324
Nomura Holdings
Japan
$434K +$434K +19,417 New
FM
325
Foster & Motley
Ohio
$432K -$49.5K -2,215 -10%
11 12
13
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