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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 %
GAA
376
Global Assets Advisory
Florida
$227K +$227K +9,661 New
AF
377
Allworth Financial
California
$223K +$63.6K +2,949 +40%
SDWIA
378
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$222K – – –
USAA
379
United Services Automobile Association
Texas
$222K – – –
RB
380
Rodgers Brothers
Pennsylvania
$220K -$10.7K -500 -5%
KRSITF
381
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$219K +$13.2K +615 +6%
PP
382
Prudential plc
United Kingdom
$219K +$25.7K +1,192 +13%
V
383
Veritable
Delaware
$218K -$98.2K -4,553 -31%
BMSSC
384
B. Metzler seel. Sohn & Co
Germany
$218K – – –
PAG
385
Private Advisor Group
New Jersey
$214K +$3.86K +179 +2%
LWP
386
Lumature Wealth Partners
Georgia
$214K +$9.53K +443 +5%
RA
387
RFG Advisory
Alabama
$213K +$71 +3 +0%
ESCM
388
Echo Street Capital Management
New York
$209K +$209K +9,692 New
M&T Bank
389
M&T Bank
New York
$208K -$11.8K -547 -5%
SF
390
Synovus Financial
Georgia
$206K – – –
AWS
391
Atria Wealth Solutions
New York
$205K +$205K +9,507 New
CAM
392
Cresset Asset Management
Illinois
$204K -$50.6K -2,313 -20%
IC
393
IEQ Capital
California
$201K +$201K +9,327 New
AIP
394
Almanack Investment Partners
Pennsylvania
$198K +$2.95K +137 +2%
HNB
395
Huntington National Bank
Ohio
$177K -$32.7K -1,516 -16%
BCV
396
Banque Cantonale Vaudoise
Switzerland
$175K – – –
CFGS
397
Concourse Financial Group Securities
Alabama
$175K +$25.3K +1,160 +17%
VanEck Associates
398
VanEck Associates
New York
$175K +$58.3K +2,709 +50%
MAM
399
Meeder Asset Management
Ohio
$163K +$49.3K +2,285 +43%
VI
400
Vestcor Inc
New Brunswick, Canada
$152K +$733 +34 +0.5%
14 15
16
17 18