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Franklin Resources
BEN

Overview Fund Activity

534 hedge funds and large institutions have $6.55B invested in Franklin Resources in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 201 increasing their positions, 191 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-38
Holders Change %
-6.64%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
39
Increased
201
Reduced
191
Closed
68
Calls
$65.1M
Puts
$28.3M
Net Calls
+$36.8M
Net Calls Change
+$22.6M

Top Buyers

1
Citadel Advisors
1
Citadel Advisors
Florida
$115M
2
Allianz Asset Management
2
Allianz Asset Management
Germany
$75.1M
3
MWNA
3
Marshall Wace North America
New York
$51.2M
4
Marshall Wace
4
Marshall Wace
United Kingdom
$49.9M
5
Arrowstreet Capital
5
Arrowstreet Capital
Massachusetts
$35M

Top Sellers

1
PPA
1
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
2
Invesco
Georgia
$144M
3
First Trust Advisors
3
First Trust Advisors
Illinois
$37M
4
AIM
4
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
5
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
ACI
351
Alpha Cubed Investments
California
$342K – – –
CMO
352
Covenant Multifamily Offices
Texas
$337K +$31.1K +1,032 +10%
PWM
353
Prentice Wealth Management
New York
$335K – – –
BCM
354
Bayesian Capital Management
New York
$331K +$331K +11,136 New
VAS
355
Vestmark Advisory Solutions
Massachusetts
$330K +$330K +11,109 New
BTW
356
Boston Trust Walden
Massachusetts
$327K – – –
ICM
357
IMS Capital Management
Oregon
$323K +$323K +10,861 New
AWM
358
AE Wealth Management
Kansas
$322K +$27.5K +926 +9%
SW
359
SVB Wealth
Massachusetts
$322K +$76.9K +2,583 +31%
SIA
360
SkyView Investment Advisors
New Jersey
$322K +$296K +9,959 +1,118%
GIM
361
Grassi Investment Management
California
$321K – – –
RA
362
RFG Advisory
Alabama
$314K +$9.31K +313 +3%
MSAM
363
Moloney Securities Asset Management
Missouri
$312K – – –
TCM
364
Teza Capital Management
Illinois
$308K -$1.63M -55,054 -84%
SDWIA
365
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$306K -$76.6K -2,576 -20%
KFP
366
KB Financial Partners
New Jersey
$306K +$57.9K +1,951 +23%
GWM
367
Geneos Wealth Management
Colorado
$305K +$30K +1,000 +11%
VAM
368
Verity Asset Management
North Carolina
$304K – – –
WB
369
WesBanco Bank
West Virginia
$299K +$17.9K +601 +6%
PAG
370
Private Advisor Group
New Jersey
$297K -$119 -4 -0%
SPC
371
Sigma Planning Corp
Michigan
$294K +$15.2K +512 +5%
BL
372
Balentine LLC
Georgia
$294K +$294K +9,903 New
B
373
Barings
North Carolina
$290K -$101K -3,401 -26%
NAM
374
NTV Asset Management
West Virginia
$289K – – –
SIC
375
Salem Investment Counselors
North Carolina
$287K – – –
13 14
15
16 17