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

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
Invesco
Georgia
$144M
3
First Trust Advisors
First Trust Advisors
Illinois
$37M
4
AIM
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vontobel Holding
376
Vontobel Holding
Switzerland
$286K +$286K +9,651 New
NB
377
Norinchukin Bank
Japan
$283K +$36.8K +1,240 +15%
M&T Bank
378
M&T Bank
New York
$282K -$12.6K -423 -4%
SF
379
Synovus Financial
Georgia
$281K -$2.46K -83 -0.9%
APA
380
American Portfolios Advisors
New York
$277K -$89.1K -2,999 -24%
BJL
381
Brighton Jones LLC
Washington
$275K -$14.4K -485 -5%
AIA
382
Angeles Investment Advisors
California
$272K +$272K +9,158 New
AIA
383
Avalon Investment & Advisory
Texas
$271K +$50.3K +1,691 +23%
SG
384
Stonnington Group
California
$270K +$30K +1,000 +13%
Creative Planning
385
Creative Planning
Kansas
$268K -$10.9K -366 -4%
AWM
386
Affinity Wealth Management
Delaware
$265K +$265K +8,950 New
RWA
387
Ropes Wealth Advisors
Massachusetts
$259K -$8.93K -300 -3%
IIC
388
Integrated Investment Consultants
Michigan
$257K -$469K -15,785 -65%
CI
389
Cigna Investments
Connecticut
$253K -$2.98K -100 -1%
PGFC
390
Peapack-Gladstone Financial Corp
New Jersey
$253K +$13K +438 +5%
BMSSC
391
B. Metzler seel. Sohn & Co
Germany
$252K – – –
SW
392
SteelPeak Wealth
California
$251K -$3.01K -101 -1%
SSW
393
Smith Shellnut Wilson
Mississippi
$251K +$4.28K +144 +2%
BC
394
Bridgefront Capital
Texas
$251K +$251K +8,438 New
Fifth Third Bancorp
395
Fifth Third Bancorp
Ohio
$244K +$23.7K +799 +11%
IRF
396
IBM Retirement Fund
New York
$243K – – –
IAN
397
Integrated Advisors Network
Texas
$240K -$63.9K -2,152 -21%
LA
398
LVW Advisors
New York
$238K +$4.07K +137 +2%
IWC
399
Integrated Wealth Concepts
Massachusetts
$233K -$30.2K -1,015 -11%
MML Investors Services
400
MML Investors Services
Massachusetts
$230K +$3.84K +129 +2%
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