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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 %
SW
351
SVB Wealth
Massachusetts
$272K -$10.5K -392 -4%
JF
352
Joule Financial
Kentucky
$272K +$64.2K +2,402 +31%
NICM
353
Neo Ivy Capital Management
New York
$271K +$271K +10,164 New
FWM
354
Finer Wealth Management
Massachusetts
$270K – – –
V
355
Veritable
Delaware
$269K -$110K -4,127 -29%
BAM
356
Belpointe Asset Management
Nevada
$268K -$28.6K -1,069 -10%
FCA
357
Fortis Capital Advisors
Kansas
$268K -$14.5K -544 -5%
RA
358
RFG Advisory
Alabama
$266K -$30.9K -1,156 -10%
MSAM
359
Moloney Securities Asset Management
Missouri
$262K -$193K -7,220 -42%
RIL
360
Rothschild Investment LLC
Illinois
$262K -$8.43K -315 -3%
Capstone Investment Advisors
361
Capstone Investment Advisors
New York
$260K +$260K +9,743 New
WB
362
WesBanco Bank
West Virginia
$260K -$13.9K -522 -5%
RWM
363
Revisor Wealth Management
Ohio
$259K +$11.6K +435 +5%
LWP
364
Lumature Wealth Partners
Georgia
$258K -$935 -35 -0.4%
YMRC
365
Yorktown Management & Research Company
Virginia
$256K – – –
SIM
366
Stratos Investment Management
Ohio
$254K +$13.8K +516 +6%
IC
367
IEQ Capital
California
$250K -$20.5K -769 -8%
OAM
368
Ostrum Asset Management
France
$242K +$214 +8 +0.1%
NMIMC
369
Northwestern Mutual Investment Management Company
Wisconsin
$241K +$1.07K +40 +0.4%
GIM
370
Greylin Investment Management
Virginia
$239K -$33.9K -1,269 -12%
MC
371
Machina Capital
France
$238K +$238K +8,923 New
CW
372
CreativeOne Wealth
Kansas
$238K -$7.43K -278 -3%
SF
373
Synovus Financial
Georgia
$238K – – –
MGP
374
Metis Global Partners
California
$238K -$6.14K -230 -3%
CFGS
375
Concourse Financial Group Securities
Alabama
$236K +$5.38K +199 +2%
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15
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