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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
$852M
2
Charles Schwab
Charles Schwab
California
$49.3M
3
ProShare Advisors
ProShare Advisors
Maryland
$156M
4
Invesco
Invesco
Georgia
$167M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
T
401
TRUADVICE
Florida
$238K +$238K +8,843 New
RWA
402
Ropes Wealth Advisors
Massachusetts
$234K – – –
CFGS
403
Concourse Financial Group Securities
Alabama
$233K +$22.6K +828 +11%
NP
404
Nilsine Partners
Colorado
$232K +$232K +8,600 New
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$229K – – –
M&T Bank
406
M&T Bank
New York
$229K -$2.91K -108 -1%
Bank of Nova Scotia
407
Bank of Nova Scotia
Ontario, Canada
$228K -$139K -5,143 -38%
DADC
408
D.A. Davidson & Co
Montana
$228K -$3.88K -144 -2%
CI
409
CPR Investments
Michigan
$226K +$226K +8,385 New
PCMC
410
Paragon Capital Management (Colorado)
Colorado
$224K -$1.08K -40 -0.5%
DC
411
Davenport & Co
Virginia
$223K +$223K +8,295 New
ITIM
412
Indiana Trust & Investment Management
Indiana
$219K – – –
FSI
413
Flow State Investments
Illinois
$218K +$218K +8,105 New
EAM
414
Eschler Asset Management
United Kingdom
$218K – – –
PWM
415
Prentice Wealth Management
New York
$218K -$10.8K -400 -5%
CC
416
Chicago Capital
Illinois
$216K – – –
NERM
417
New England Research & Management
Illinois
$215K -$10.8K -400 -5%
IAIM
418
Industrial Alliance Investment Management
Quebec, Canada
$214K +$214K +7,932 New
JF
419
Joule Financial
Kentucky
$209K +$209K +7,774 New
UCFA
420
United Capital Financial Advisors
Texas
$209K -$97.3K -3,612 -32%
SSW
421
Smith Shellnut Wilson
Mississippi
$205K -$3.37K -125 -2%
JPMPWA
422
J.P. Morgan Private Wealth Advisors
California
$205K -$93.2K -3,461 -31%
SW
423
SteelPeak Wealth
California
$202K -$25.6K -939 -11%
VanEck Associates
424
VanEck Associates
New York
$197K -$34.2K -1,270 -15%
WTC
425
WhitTier Trust Company
Nevada
$197K -$162K -6,000 -45%
15 16
17
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