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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 %
Fifth Third Bancorp
351
Fifth Third Bancorp
Ohio
$337K +$18.7K +693 +6%
CWA
352
Centennial Wealth Advisory
Michigan
$336K +$3.39K +126 +1%
CFG
353
Cooper Financial Group
California
$334K +$49K +1,820 +17%
APG Asset Management
354
APG Asset Management
Netherlands
$332K -$467K -18,833 -58%
LFG
355
Larson Financial Group
Missouri
$325K -$1.78K -66 -0.5%
BL
356
Balentine LLC
Georgia
$319K +$5.87K +218 +2%
CWM
357
Cornerstone Wealth Management
Missouri
$318K +$318K +11,812 New
Macquarie Group
358
Macquarie Group
Australia
$317K – – –
Kayne Anderson Rudnick Investment Management
359
Kayne Anderson Rudnick Investment Management
California
$313K – – –
EOJOAM
360
E. Ohman J:or Asset Management
Sweden
$313K – – –
AGP
361
Autumn Glory Partners
Texas
$310K +$310K +11,500 New
FIM
362
Freedom Investment Management
Connecticut
$302K -$49.2K -1,827 -14%
BAM
363
Belpointe Asset Management
Nevada
$299K +$42.8K +1,589 +17%
SPA
364
Sherbrooke Park Advisers
New York
$299K +$299K +11,100 New
RA
365
RFG Advisory
Alabama
$299K +$3.99K +148 +1%
VAM
366
Verity Asset Management
North Carolina
$299K – – –
BTW
367
Boston Trust Walden
Massachusetts
$296K – – –
ASN
368
Advisory Services Network
Georgia
$290K -$259K -9,613 -47%
JF
369
Jump Financial
Illinois
$288K -$65.1K -2,415 -18%
AWM
370
Angeles Wealth Management
California
$288K -$49.2K -1,825 -15%
AF
371
Allworth Financial
California
$285K +$63.4K +2,352 +29%
FCA
372
Fortis Capital Advisors
Kansas
$285K +$42.8K +1,589 +18%
SW
373
SVB Wealth
Massachusetts
$285K -$26.6K -989 -9%
SDWIA
374
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$277K – – –
MLA
375
My Legacy Advisors
Oregon
$276K +$42.1K +1,582 +18%
13 14
15
16 17