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Franklin Resources
BEN

Overview Fund Activity

573 hedge funds and large institutions have $6.16B invested in Franklin Resources in 2022 Q1 according to their latest regulatory filings, with 81 funds opening new positions, 225 increasing their positions, 171 reducing their positions, and 78 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-4
Holders Change %
-0.69%
% of All Funds
9.07%
Holding in Top 10
5
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-37.5%
% of All Funds
0.08%
New
81
Increased
225
Reduced
171
Closed
78
Calls
$43.5M
Puts
$45.4M
Net Calls
-$1.96M
Net Calls Change
-$1.9M

Top Buyers

1
BlackRock
BlackRock
New York
$807M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$59.4M
3
Vanguard Group
Vanguard Group
Pennsylvania
$951M
4
Invesco
Invesco
Georgia
$154M
5
Norges Bank
Norges Bank
Norway
$52.1M

Top Sellers

1
LCOV
London Company of Virginia
Virginia
$0
2
Bank of America
Bank of America
North Carolina
$26.8M
3
Citadel Advisors
Citadel Advisors
Florida
$14.1M
4
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
5
Marshall Wace
Marshall Wace
United Kingdom
$17.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI Investments Inc
401
CI Investments Inc
Ontario, Canada
$278K – – –
ICM
402
IMS Capital Management
Oregon
$278K +$278K +9,967 New
CMI
403
Clare Market Investments
Texas
$276K +$103K +3,700 +60%
AWM
404
AE Wealth Management
Kansas
$274K -$2.43K -87 -0.9%
SF
405
Synovus Financial
Georgia
$265K – – –
SW
406
SVB Wealth
Massachusetts
$264K -$52K -1,861 -16%
PG
407
Pendal Group
Australia
$263K +$263K +9,414 New
Fifth Third Bancorp
408
Fifth Third Bancorp
Ohio
$262K -$3.69K -132 -1%
RWA
409
Ropes Wealth Advisors
Massachusetts
$260K +$15.4K +550 +6%
BJL
410
Brighton Jones LLC
Washington
$258K -$1.31K -47 -0.5%
SAM
411
Shell Asset Management
Netherlands
$258K – – –
IIC
412
Integrated Investment Consultants
Michigan
$253K -$67.1K -2,400 -21%
SPC
413
Sigma Planning Corp
Michigan
$252K -$41.8K -1,497 -14%
KTC
414
Kistler-Tiffany Companies
Pennsylvania
$252K +$252K +9,035 New
PGFC
415
Peapack-Gladstone Financial Corp
New Jersey
$251K +$14K +500 +6%
AWM
416
Affinity Wealth Management
Delaware
$250K +$14.2K +539 +6%
PP
417
Prudential plc
United Kingdom
$250K +$250K +8,965 New
Bank of Nova Scotia
418
Bank of Nova Scotia
Ontario, Canada
$246K -$249K -8,923 -50%
AF
419
Allworth Financial
California
$245K +$38.1K +1,366 +18%
SSW
420
Smith Shellnut Wilson
Mississippi
$244K +$4.35K +156 +2%
WCM
421
Whitener Capital Management
North Carolina
$240K +$240K +8,609 New
HFM
422
Harvest Fund Management
China
$239K -$18.8K -674 -7%
M&T Bank
423
M&T Bank
New York
$235K -$23.2K -830 -9%
MM
424
MQS Management
New York
$233K +$233K +8,342 New
APA
425
American Portfolios Advisors
New York
$232K -$22.3K -799 -9%
15 16
17
18 19