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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
$602M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
Franklin Resources
California
$70M
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
$852M
2
Charles Schwab
Charles Schwab
California
$49.3M
3
ProShare Advisors
ProShare Advisors
Maryland
$156M
4
Invesco
Invesco
Georgia
$167M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
WB
376
WesBanco Bank
West Virginia
$276K -$28.4K -1,055 -9%
GIM
377
Greylin Investment Management
Virginia
$275K -$16.8K -625 -6%
MML Investors Services
378
MML Investors Services
Massachusetts
$273K -$125K -4,650 -31%
KRSITF
379
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$273K -$861 -32 -0.3%
IC
380
IEQ Capital
California
$273K +$273K +10,127 New
FWM
381
Finer Wealth Management
Massachusetts
$272K +$272K +10,106 New
RIL
382
Rothschild Investment LLC
Illinois
$272K -$4.57K -170 -2%
VF
383
Virtu Financial
New York
$272K +$272K +10,112 New
LWP
384
Lumature Wealth Partners
Georgia
$261K +$3.75K +139 +1%
ECM
385
Evergreen Capital Management
Washington
$260K +$2.19K +81 +0.8%
YMRC
386
Yorktown Management & Research Company
Virginia
$259K – – –
RWM
387
Revisor Wealth Management
Ohio
$250K +$250K +9,267 New
CW
388
CreativeOne Wealth
Kansas
$247K -$830K -30,843 -77%
TRCT
389
Tower Research Capital (TRC)
New York
$247K +$46.1K +1,712 +23%
MGP
390
Metis Global Partners
California
$246K +$246K +9,131 New
Wellington Management Group
391
Wellington Management Group
Massachusetts
$246K -$480K -17,809 -66%
OAM
392
Ostrum Asset Management
France
$244K +$244K +9,055 New
SIM
393
Stratos Investment Management
Ohio
$243K +$35.4K +1,313 +17%
RB
394
Rodgers Brothers
Pennsylvania
$242K -$33.7K -1,250 -12%
NMIMC
395
Northwestern Mutual Investment Management Company
Wisconsin
$242K +$1.67K +62 +0.7%
EP
396
Eudaimonia Partners
Tennessee
$241K +$241K +8,940 New
SF
397
Synovus Financial
Georgia
$240K – – –
MWPCG
398
Measured Wealth Private Client Group
New Hampshire
$240K – – –
AWS
399
Atria Wealth Solutions
New York
$239K -$3.05K -113 -1%
AAS
400
Avantax Advisory Services
Texas
$239K +$239K +8,879 New
14 15
16
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