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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 %
GVAG
326
Great Valley Advisor Group
Delaware
$437K -$947K -35,162 -68%
PCA
327
Prosperity Capital Advisors
Ohio
$426K -$431 -16 -0.1%
SEI Investments
328
SEI Investments
Pennsylvania
$425K +$425K +15,785 New
SPC
329
Sigma Planning Corp
Michigan
$416K +$49K +1,820 +13%
LWP
330
LMG Wealth Partners
Louisiana
$409K +$131K +4,869 +47%
US Bancorp
331
US Bancorp
Minnesota
$409K +$154K +5,727 +61%
NB
332
Norinchukin Bank
Japan
$401K +$13.1K +487 +3%
PAG
333
Private Advisor Group
New Jersey
$399K -$352K -13,054 -47%
AC
334
Abbrea Capital
California
$394K – – –
LP
335
LMR Partners
United Kingdom
$394K -$3.92M -145,378 -91%
KeyBank National Association
336
KeyBank National Association
Ohio
$391K -$212K -7,876 -35%
FM
337
Foster & Motley
Ohio
$388K -$12.7K -471 -3%
V
338
Veritable
Delaware
$382K +$16.3K +606 +4%
DIM
339
Delta Investment Management
California
$379K -$23.6K -877 -6%
SAG
340
SageView Advisory Group
California
$376K +$376K +13,969 New
CIBC Private Wealth Group
341
CIBC Private Wealth Group
Georgia
$362K +$2.42K +156 +0.7%
CAPTRUST Financial Advisors
342
CAPTRUST Financial Advisors
North Carolina
$358K +$93.6K +3,473 +35%
NMERB
343
New Mexico Educational Retirement Board
New Mexico
$355K -$10.8K -400 -3%
CA
344
Cetera Advisors
Colorado
$354K +$38.6K +1,432 +12%
SWP
345
Stratos Wealth Partners
Ohio
$354K -$17.2K -638 -5%
IA
346
IFP Advisors
Florida
$350K -$985K -28,880 -74%
SEC
347
Seven Eight Capital
New York
$348K +$348K +12,924 New
Thrivent Financial for Lutherans
348
Thrivent Financial for Lutherans
Minnesota
$345K +$2.1K +78 +0.6%
MLICM
349
Metropolitan Life Insurance Company (MetLife)
New York
$344K -$99K -3,673 -22%
Cerity Partners
350
Cerity Partners
New York
$339K +$42.4K +1,578 +14%
12 13
14
15 16