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Franklin Resources
BEN

Overview Fund Activity

590 hedge funds and large institutions have $7.39B invested in Franklin Resources in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 226 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+31
Holders Change %
+5.55%
% of All Funds
8.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
91
Increased
226
Reduced
176
Closed
55
Calls
$28.3M
Puts
$15.2M
Net Calls
+$13.1M
Net Calls Change
+$9.71M

Top Buyers

1
PCOC
Power Corp of Canada
Canada
$887M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.01B
3
BlackRock
BlackRock
New York
$879M
4
Bank of America
Bank of America
North Carolina
$54.9M
5
First Trust Advisors
First Trust Advisors
Illinois
$73.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Capital Research Global Investors
Capital Research Global Investors
California
$675M
3
Amundi
Amundi
France
$79.9M
4
ProShare Advisors
ProShare Advisors
Maryland
$180M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MSAM
401
Moloney Securities Asset Management
Missouri
$300K -$16.9K -602 -5%
NB
402
Norinchukin Bank
Japan
$298K +$12.5K +443 +4%
VSQM
403
V-Square Quantitative Management
Illinois
$296K – – –
STA
404
Summit Trail Advisors
New York
$294K -$3.95K -139 -1%
UFF
405
USA Financial Formulas
Michigan
$291K +$291K +10,352 New
RIL
406
Rothschild Investment LLC
Illinois
$290K +$3.37K +120 +1%
QT
407
Quantbot Technologies
New York
$290K -$1.19M -42,396 -80%
PI
408
PFG Investments
New York
$286K +$286K +10,184 New
EF
409
Empirical Finance
Pennsylvania
$286K +$9.61K +342 +3%
SFS
410
Sowell Financial Services
Arkansas
$285K +$285K +10,029 New
SAI
411
Savvy Advisors Inc
New York
$285K -$39.4K -1,400 -12%
FWM
412
Finer Wealth Management
Massachusetts
$284K – – –
CWM
413
Cornerstone Wealth Management
Missouri
$281K – – –
KRSITF
414
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$278K -$3.88K -138 -1%
BAM
415
Blueshift Asset Management
New Jersey
$278K +$278K +9,887 New
Carson Wealth (CWM LLC)
416
Carson Wealth (CWM LLC)
Nebraska
$271K +$11.5K +410 +4%
M&T Bank
417
M&T Bank
New York
$271K -$9.92K -353 -4%
YMRC
418
Yorktown Management & Research Company
Virginia
$270K – – –
HSA
419
HBK Sorce Advisory
Pennsylvania
$268K +$268K +9,520 New
NMIMC
420
Northwestern Mutual Investment Management Company
Wisconsin
$268K +$16.9K +601 +7%
RWM
421
Ritholtz Wealth Management
New York
$265K – – –
KAS
422
Kestra Advisory Services
Texas
$263K -$57.9K -2,061 -18%
FCBT
423
First Citizens Bank & Trust
North Carolina
$254K +$254K +9,050 New
OAM
424
Ostrum Asset Management
France
$254K – – –
WB
425
WesBanco Bank
West Virginia
$254K +$254K +9,032 New
15 16
17
18 19