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Franklin Resources
BEN

Overview Fund Activity

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$299M
2
State Street
2
State Street
Massachusetts
$761M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$27.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.8M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$697M
2
PCM
2
Prana Capital Management
Connecticut
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WTC
351
WhitTier Trust Company
Nevada
$286K – – –
VIA
352
Vident Investment Advisory
Georgia
$284K -$5.55K -274 -2%
RIL
353
Rothschild Investment LLC
Illinois
$279K -$18.2K -844 -6%
BNP Paribas Asset Management
354
BNP Paribas Asset Management
France
$273K -$1.46M -68,029 -84%
JIC
355
Johnson Investment Counsel
Ohio
$263K – – –
SPC
356
Sigma Planning Corp
Michigan
$262K +$56K +2,605 +27%
MSAM
357
Moloney Securities Asset Management
Missouri
$260K +$34.2K +1,590 +15%
QCM
358
Quantinno Capital Management
New York
$258K +$258K +12,010 New
Macquarie Group
359
Macquarie Group
Australia
$254K -$3.61M -167,515 -93%
Kayne Anderson Rudnick Investment Management
360
Kayne Anderson Rudnick Investment Management
California
$250K – – –
EOJOAM
361
E. Ohman J:or Asset Management
Sweden
$250K – – –
SW
362
SVB Wealth
Massachusetts
$249K +$43.8K +2,033 +21%
CCP
363
Corient Capital Partners
California
$247K – – –
LFG
364
Larson Financial Group
Missouri
$247K +$199K +9,261 +419%
PWM
365
Prentice Wealth Management
New York
$243K +$243K +11,285 New
FDCDDQ
366
Federation des caisses Desjardins du Quebec
Quebec, Canada
$243K – – –
BTW
367
Boston Trust Walden
Massachusetts
$237K – – –
CAPTRUST Financial Advisors
368
CAPTRUST Financial Advisors
North Carolina
$236K +$51.8K +2,407 +28%
VAM
369
Verity Asset Management
North Carolina
$236K +$236K +10,960 New
Axa
370
Axa
France
$233K -$10.1M -467,773 -98%
Fifth Third Bancorp
371
Fifth Third Bancorp
Ohio
$233K -$1.93K -90 -0.8%
CWA
372
Centennial Wealth Advisory
Michigan
$233K +$233K +10,848 New
HT
373
HighTower Trust
Texas
$230K +$230K +10,678 New
YMRC
374
Yorktown Management & Research Company
Virginia
$228K +$228K +10,600 New
NMIMC
375
Northwestern Mutual Investment Management Company
Wisconsin
$227K -$13.7K -639 -6%
13 14
15
16 17