BEN icon

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 %
Wolverine Trading
376
Wolverine Trading
Illinois
$353K -$51.6K -1,836 -13%
Fifth Third Bancorp
377
Fifth Third Bancorp
Ohio
$347K -$7.25K -258 -2%
VA
378
Vident Advisory
Georgia
$342K +$39.3K +1,398 +13%
MLICM
379
Metropolitan Life Insurance Company (MetLife)
New York
$340K +$17.7K +630 +5%
TMAM
380
Tokio Marine Asset Management
Japan
$339K +$68.7K +2,445 +25%
SI
381
Stephens Inc
Arkansas
$339K -$16.5K -588 -5%
CWA
382
Centennial Wealth Advisory
Michigan
$332K -$17.5K -621 -5%
BBHC
383
Brown Brothers Harriman & Co
New York
$332K – – –
CAG
384
Csenge Advisory Group
Florida
$331K +$65K +2,312 +24%
SEI Investments
385
SEI Investments
Pennsylvania
$331K -$88.1K -3,134 -21%
PHK
386
Point72 Hong Kong
Hong Kong
$330K +$330K +11,736 New
Kayne Anderson Rudnick Investment Management
387
Kayne Anderson Rudnick Investment Management
California
$326K – – –
CAMG
388
CWA Asset Management Group
Florida
$326K +$70.3K +2,501 +27%
IPWA
389
International Private Wealth Advisors
California
$316K +$316K +11,248 New
SWP
390
Stratos Wealth Partners
Ohio
$316K -$1.8K -64 -0.6%
ALAM
391
Asahi Life Asset Management
Japan
$315K +$315K +11,210 New
JF
392
Joule Financial
Kentucky
$315K +$12.2K +429 +4%
AHL
393
Abel Hall LLC
Louisiana
$315K +$315K +11,192 New
SDWIA
394
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$315K – – –
BTW
395
Boston Trust Walden
Massachusetts
$309K – – –
AWM
396
Angeles Wealth Management
California
$306K +$197 +7 +0.1%
Envestnet Portfolio Solutions
397
Envestnet Portfolio Solutions
Illinois
$305K +$305K +10,837 New
SW
398
SVB Wealth
Massachusetts
$303K -$6.32K -225 -2%
WAP
399
Wealthcare Advisory Partners
Pennsylvania
$303K +$102K +3,627 +51%
SF
400
Synovus Financial
Georgia
$301K +$301K +10,692 New
14 15
16
17 18