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Franklin Resources
BEN

Overview Fund Activity

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$299M
2
State Street
2
State Street
Massachusetts
$761M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$27.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.8M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$697M
2
PCM
2
Prana Capital Management
Connecticut
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FNBOSM
401
First National Bank of South Miami
Florida
$145K -$16.9K -783 -10%
Federated Hermes
402
Federated Hermes
Pennsylvania
$145K +$118K +5,453 +431%
WT
403
Whittier Trust
California
$136K – – –
PA
404
Parallel Advisors
California
$132K -$6.05K -281 -4%
APA
405
American Portfolios Advisors
New York
$129K -$5.38K -250 -4%
DMBA
406
Deseret Mutual Benefit Administrators
Utah
$127K -$116K -5,401 -48%
Rockefeller Capital Management
407
Rockefeller Capital Management
New York
$126K -$1.26M -59,011 -91%
CI Investments Inc
408
CI Investments Inc
Ontario, Canada
$122K +$1.76K +82 +1%
C
409
Covestor
United Kingdom
$116K -$46K -2,139 -28%
Bank Julius Baer & Co
410
Bank Julius Baer & Co
Switzerland
$113K -$1.96K -91 -2%
BONH
411
Bank of New Hampshire
New Hampshire
$110K +$1.39K +65 +1%
AS
412
Altshuler Shaham
Israel
$109K -$12.6K -565 -10%
O
413
Ossiam
France
$94K +$73.2K +3,390 +352%
LIM
414
Longfellow Investment Management
Massachusetts
$89K – – –
CG
415
Cutler Group
California
$88K +$77K +3,587 +699%
IBOK
416
Independence Bank of Kentucky
Kentucky
$86K -$53.8K -2,500 -38%
Bessemer Group
417
Bessemer Group
New Jersey
$84K -$63.8K -2,961 -43%
EWA
418
EverSource Wealth Advisors
Alabama
$74K +$66.1K +3,111 +836%
KTC
419
Kistler-Tiffany Companies
Pennsylvania
$67K – – –
QCG
420
Quadrant Capital Group
Ohio
$66K -$10.4K -482 -14%
GWM
421
Geneos Wealth Management
Colorado
$65K -$92.9K -4,370 -59%
NIC
422
Northwest Investment Counselors
Oregon
$62K -$15.3K -710 -20%
HCP
423
Hexagon Capital Partners
Arkansas
$60K +$56.2K +2,600 +1,469%
UB
424
UMB Bank
Missouri
$58K -$6.49K -303 -10%
ZIG
425
Zullo Investment Group
Pennsylvania
$58K +$472 +22 +0.8%
15 16
17
18 19