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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 %
ACM
401
Advisors Capital Management
New Jersey
$226K +$226K +7,600 New
IBOK
402
Independence Bank of Kentucky
Kentucky
$223K -$74.3K -2,500 -25%
IA
403
IFG Advisory
Georgia
$222K – – –
RIM
404
Redpoint Investment Management
Australia
$222K – – –
Wolverine Trading
405
Wolverine Trading
Illinois
$221K -$379K -12,452 -63%
SWM
406
Salvus Wealth Management
New Jersey
$220K +$15.8K +532 +8%
AF
407
Allworth Financial
California
$219K -$21.5K -721 -9%
LWP
408
Lumature Wealth Partners
Georgia
$218K +$45.4K +1,528 +26%
KRSITF
409
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$216K +$5.2K +175 +2%
SAM
410
Shell Asset Management
Netherlands
$213K -$73K -2,457 -26%
PWM
411
Paulson Wealth Management
Illinois
$210K +$210K +7,067 New
KAS
412
Kestra Advisory Services
Texas
$209K – – –
ECM
413
Evergreen Capital Management
Washington
$204K -$1.07K -36 -0.5%
HTC
414
Haverford Trust Company
Pennsylvania
$202K -$29.7K -1,000 -13%
Bessemer Group
415
Bessemer Group
New Jersey
$191K +$47K +1,579 +33%
FMLI
416
Fukoku Mutual Life Insurance
Japan
$156K +$25K +840 +19%
IA
417
IndexIQ Advisors
New York
$151K +$6.82K +230 +5%
HNB
418
Huntington National Bank
Ohio
$149K +$64K +2,160 +75%
LS
419
Livforsakringsbolaget Skandia
Sweden
$148K – – –
HFM
420
Harvest Fund Management
China
$148K – – –
PA
421
Parallel Advisors
California
$140K +$15.2K +513 +12%
VI
422
Vestcor Inc
New Brunswick, Canada
$133K -$18.2K -613 -12%
BU
423
BBVA USA
Alabama
$133K -$534 -18 -0.4%
CG
424
Cutler Group
California
$130K -$126K -4,233 -49%
LIM
425
Longfellow Investment Management
Massachusetts
$123K – – –
15 16
17
18 19