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Franklin Resources
BEN

Overview Fund Activity

573 hedge funds and large institutions have $5.71B invested in Franklin Resources in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 252 increasing their positions, 164 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-17
Holders Change %
-2.88%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
75
Increased
252
Reduced
164
Closed
83
Calls
$56.4M
Puts
$11.5M
Net Calls
+$44.9M
Net Calls Change
+$31.8M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$101M
2
Invesco
2
Invesco
Georgia
$204M
3
AQR Capital Management
3
AQR Capital Management
Connecticut
$54.7M
4
Voloridge Investment Management
4
Voloridge Investment Management
Florida
$39.9M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$31.4M

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$79.4M
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$0
3
WCM
3
Wedge Capital Management
North Carolina
$0
4
State Street
4
State Street
Massachusetts
$466M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
JF
376
Joule Financial
Kentucky
$296K +$45K +1,988 +18%
VAM
377
Verity Asset Management
North Carolina
$296K +$2.48K +111 +0.8%
IPWA
378
International Private Wealth Advisors
California
$294K +$42.2K +1,887 +17%
VSQM
379
V-Square Quantitative Management
Illinois
$288K +$53.4K +2,388 +23%
SAG
380
SageView Advisory Group
California
$288K +$288K +12,870 New
JAG
381
Journey Advisory Group
Kentucky
$285K +$285K +12,744 New
RIM
382
Rakuten Investment Management
Japan
$284K +$103K +4,580 +57%
RWM
383
Revisor Wealth Management
Ohio
$283K -$173K -7,761 -38%
Thrivent Financial for Lutherans
384
Thrivent Financial for Lutherans
Minnesota
$282K -$3.64K -163 -1%
ECM
385
Evergreen Capital Management
Washington
$279K +$107K +4,761 +63%
MML Investors Services
386
MML Investors Services
Massachusetts
$277K -$41.2K -1,841 -13%
GAM
387
Guinness Asset Management
United Kingdom
$277K -$23.3K -1,041 -8%
TMAM
388
Tokio Marine Asset Management
Japan
$270K – – –
Envestnet Portfolio Solutions
389
Envestnet Portfolio Solutions
Illinois
$268K +$25.5K +1,143 +11%
Capstone Investment Advisors
390
Capstone Investment Advisors
New York
$268K -$32.4K -1,451 -11%
BAM
391
Blueshift Asset Management
New Jersey
$263K +$41.7K +1,866 +19%
MSAM
392
Moloney Securities Asset Management
Missouri
$263K +$24K +1,075 +10%
STA
393
Summit Trail Advisors
New York
$262K +$28.4K +1,256 +12%
PCMC
394
Paragon Capital Management (Colorado)
Colorado
$262K +$262K +11,704 New
SI
395
Stephens Inc
Arkansas
$261K -$8.25K -369 -3%
Kayne Anderson Rudnick Investment Management
396
Kayne Anderson Rudnick Investment Management
California
$260K – – –
SAI
397
Savvy Advisors Inc
New York
$259K +$32.4K +1,451 +14%
SWP
398
Stratos Wealth Partners
Ohio
$255K +$3.69K +165 +1%
SDWIA
399
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$250K – – –
Aviva
400
Aviva
United Kingdom
$249K -$384K -17,171 -61%
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16
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