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Franklin Resources
BEN

Overview Fund Activity

590 hedge funds and large institutions have $7.39B invested in Franklin Resources in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 226 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+31
Holders Change %
+5.55%
% of All Funds
8.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
91
Increased
226
Reduced
176
Closed
55
Calls
$28.3M
Puts
$15.2M
Net Calls
+$13.1M
Net Calls Change
+$9.71M

Top Buyers

1
PCOC
Power Corp of Canada
Canada
$887M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.01B
3
BlackRock
BlackRock
New York
$879M
4
Bank of America
Bank of America
North Carolina
$54.9M
5
First Trust Advisors
First Trust Advisors
Illinois
$73.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Capital Research Global Investors
Capital Research Global Investors
California
$675M
3
Amundi
Amundi
France
$79.9M
4
ProShare Advisors
ProShare Advisors
Maryland
$180M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Corient Private Wealth
351
Corient Private Wealth
Florida
$435K -$39.6K -1,407 -8%
PSB
352
Passumpsic Savings Bank
Vermont
$433K +$433K +15,401 New
GXJ
353
Global X Japan
Japan
$432K +$14.5K +517 +3%
CM
354
Capula Management
Cayman Islands
$429K +$429K +15,251 New
OIA
355
OneDigital Investment Advisors
Kansas
$421K +$27.5K +979 +7%
IPW
356
Impact Partnership Wealth
Georgia
$419K -$78.8K -2,802 -16%
CFG
357
Cooper Financial Group
California
$418K +$5.31K +189 +1%
IC
358
IEQ Capital
California
$410K +$14.3K +509 +4%
EOJOAM
359
E. Ohman J:or Asset Management
Sweden
$408K +$81.5K +2,900 +25%
SFG
360
Summit Financial Group
West Virginia
$404K – – –
AIM
361
Aigen Investment Management
New York
$402K +$402K +14,301 New
MML Investors Services
362
MML Investors Services
Massachusetts
$400K -$36.6K -1,303 -8%
NMERB
363
New Mexico Educational Retirement Board
New Mexico
$398K -$19.7K -700 -5%
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$394K -$106K -3,768 -21%
IA
365
IFP Advisors
Florida
$383K -$3.96K -141 -1%
KeyBank National Association
366
KeyBank National Association
Ohio
$382K +$2.11K +75 +0.6%
CC
367
Centiva Capital
New York
$379K +$379K +13,485 New
GAM
368
Guinness Asset Management
United Kingdom
$378K +$2.84K +101 +0.8%
Capstone Investment Advisors
369
Capstone Investment Advisors
New York
$377K +$60.1K +2,138 +19%
DIM
370
Delta Investment Management
California
$373K -$13.6K -484 -4%
VAM
371
Verity Asset Management
North Carolina
$369K – – –
OR
372
Olympiad Research
Connecticut
$360K +$360K +12,818 New
Thrivent Financial for Lutherans
373
Thrivent Financial for Lutherans
Minnesota
$360K +$14.6K +518 +4%
BCM
374
Bayesian Capital Management
New York
$360K -$535K -19,020 -60%
PCM
375
Prelude Capital Management
New York
$354K +$354K +12,590 New
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