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Franklin Resources
BEN

Overview Fund Activity

528 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-24
Holders Change %
-4.35%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
170
Reduced
220
Closed
68
Calls
$27M
Puts
$25.8M
Net Calls
+$1.23M
Net Calls Change
+$8.58M

Top Buyers

1
Amundi
Amundi
France
$135M
2
O
Ossiam
France
$38.5M
3
ProShare Advisors
ProShare Advisors
Maryland
$173M
4
Citadel Advisors
Citadel Advisors
Florida
$25.2M
5
State Street
State Street
Massachusetts
$858M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$22.5M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.39M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$397K
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
RWM
326
Ritholtz Wealth Management
New York
$352K +$352K +13,185 New
MML Investors Services
327
MML Investors Services
Massachusetts
$348K +$76.9K +2,876 +28%
SWP
328
Stratos Wealth Partners
Ohio
$347K -$3.45K -129 -1%
KFP
329
KB Financial Partners
New Jersey
$347K +$342K +12,830 +7,290%
Thrivent Financial for Lutherans
330
Thrivent Financial for Lutherans
Minnesota
$340K -$2.41K -90 -0.7%
CWA
331
Centennial Wealth Advisory
Michigan
$334K +$1.36K +51 +0.4%
MLICM
332
Metropolitan Life Insurance Company (MetLife)
New York
$332K -$8.41K -315 -2%
LFG
333
Larson Financial Group
Missouri
$327K +$4.73K +177 +1%
VAM
334
Verity Asset Management
North Carolina
$321K +$24.2K +905 +8%
MLA
335
My Legacy Advisors
Oregon
$315K +$11.5K +395 +4%
Fifth Third Bancorp
336
Fifth Third Bancorp
Ohio
$313K -$20.8K -779 -6%
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$310K – – –
EOJOAM
338
E. Ohman J:or Asset Management
Sweden
$310K – – –
SFS
339
Sowell Financial Services
Arkansas
$302K +$302K +11,171 New
OSAM
340
O'Shaughnessy Asset Management
Connecticut
$294K +$294K +11,005 New
APG Asset Management
341
APG Asset Management
Netherlands
$294K -$34.3K -1,400 -10%
BTW
342
Boston Trust Walden
Massachusetts
$294K – – –
Squarepoint
343
Squarepoint
New York
$292K -$2.46M -92,273 -89%
FAIM
344
Financial Advocates Investment Management
Washington
$289K +$289K +10,823 New
Aviva
345
Aviva
United Kingdom
$287K -$428K -16,019 -60%
TCM
346
Teza Capital Management
Illinois
$287K -$1.13M -42,334 -80%
AWM
347
Angeles Wealth Management
California
$284K -$668 -25 -0.2%
CWM
348
Cornerstone Wealth Management
Missouri
$281K -$34.7K -1,300 -11%
SDWIA
349
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$275K – – –
KRSITF
350
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$274K +$2.67K +100 +1%
12 13
14
15 16