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Franklin Resources
BEN

Overview Fund Activity

546 hedge funds and large institutions have $6.67B invested in Franklin Resources in 2021 Q1 according to their latest regulatory filings, with 88 funds opening new positions, 160 increasing their positions, 195 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
546
Holders Change
+32
Holders Change %
+6.23%
% of All Funds
9.61%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
88
Increased
160
Reduced
195
Closed
52
Calls
$23.6M
Puts
$23.7M
Net Calls
-$123K
Net Calls Change
-$370K

Top Buyers

1
Invesco
Invesco
Georgia
$181M
2
Capital Research Global Investors
Capital Research Global Investors
California
$286M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$49.3M
4
PPA
Parametric Portfolio Associates
Washington
$133M
5
BlackRock
BlackRock
New York
$811M

Top Sellers

1
PP
Prudential plc
United Kingdom
$10.8M
2
Citadel Advisors
Citadel Advisors
Florida
$17.5M
3
PCM
Polaris Capital Management
Massachusetts
$0
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$105M
5
Canada Life
Canada Life
Manitoba, Canada
$16M
Name Holding Trade Value Shares
Change 		Shares
Change %
NIC
426
Northwest Investment Counselors
Oregon
$121K +$121K +4,078 New
SPIA
427
Steward Partners Investment Advisory
New York
$113K -$18.2K -615 -14%
FDCDDQ
428
Federation des caisses Desjardins du Quebec
Quebec, Canada
$110K – – –
CIA
429
CSat Investment Advisory
Michigan
$107K -$30 -1 -0%
DCM
430
Dupont Capital Management
Delaware
$106K -$32.6K -1,104 -23%
HNB
431
Huntington National Bank
Ohio
$101K -$35.9K -1,214 -26%
TCOV
432
Trust Company of Vermont
Vermont
$98K -$12.8K -434 -12%
SIM
433
Sentry Investment Management
Wisconsin
$93K -$444K -15,061 -83%
SWA
434
Sutton Wealth Advisors
Florida
$88.6K – – –
MIFH
435
Migdal Insurance & Financial Holdings
Israel
$86K +$86K +2,919 New
LS
436
Livforsakringsbolaget Skandia
Sweden
$85K – – –
S
437
SignatureFD
Georgia
$80K -$8.5K -287 -10%
DZ Bank
438
DZ Bank
Germany
$78K -$1.37M -46,565 -95%
VanEck Associates
439
VanEck Associates
New York
$77K -$119K -4,011 -61%
IA
440
IFP Advisors
Florida
$76K +$12.2K +420 +19%
LWP
441
Lumature Wealth Partners
Georgia
$76K +$76K +2,558 New
HFM
442
Harvest Fund Management
China
$76K +$76K +2,587 New
NL
443
NVWM LLC
Pennsylvania
$71K – – –
CTC
444
Central Trust Company
Missouri
$70K +$1.57K +53 +2%
BFEC
445
Benjamin F. Edwards & Company
Missouri
$69K – – –
Jones Financial Companies
446
Jones Financial Companies
Missouri
$68K +$68K +2,294 New
AIM
447
Anchor Investment Management
South Carolina
$61.1K -$185K -6,235 -75%
CAPTRUST Financial Advisors
448
CAPTRUST Financial Advisors
North Carolina
$61K +$35.4K +1,182 +138%
SWM
449
Spire Wealth Management
Virginia
$61K +$61K +2,065 New
EWM
450
Elmwood Wealth Management
California
$61K +$61K +2,075 New
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