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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 %
S
426
SignatureFD
Georgia
$54K -$731 -34 -1%
NL
427
NVWM LLC
Pennsylvania
$52K – – –
HFM
428
Harvest Fund Management
China
$49K -$49K -2,276 -50%
PTC
429
Private Trust Company
Ohio
$49K -$8.42K -391 -15%
SWM
430
Spire Wealth Management
Virginia
$49K -$2.73K -126 -5%
CWA
431
Clearview Wealth Advisors
Oregon
$46K +$411 +19 +0.9%
SWA
432
Sutton Wealth Advisors
Florida
$45K +$301 +14 +0.7%
AIM
433
Anchor Investment Management
South Carolina
$44.4K – – –
TF
434
Tompkins Financial
New York
$43K – – –
WFA
435
Wipfli Financial Advisors
Wisconsin
$41K +$41K +1,896 New
NIM
436
NuWave Investment Management
New Jersey
$41K +$41K +1,914 New
HI
437
Harbour Investments
Wisconsin
$40K – – –
DA
438
Denali Advisors
California
$39K +$39K +1,800 New
IRC
439
Investors Research Corp
Georgia
$37K – – –
SIM
440
Sentry Investment Management
Wisconsin
$36K – – –
EBA
441
Eagle Bay Advisors
New York
$35K +$6.07K +230 +21%
CAL
442
Capital Analysts LLC
Pennsylvania
$33K +$1.56K +72 +5%
GRP
443
Global Retirement Partners
California
$32K +$2.27K +97 +8%
ETC
444
Exchange Traded Concepts
Oklahoma
$31K -$21.6K -1,018 -41%
PO
445
Private Ocean
California
$30K – – –
CTC
446
Central Trust Company
Missouri
$30K – – –
GIA
447
GHP Investment Advisors
Colorado
$28K – – –
NFSG
448
Newbridge Financial Services Group
Florida
$27K +$21.7K +1,000 +413%
WT
449
Washington Trust
Rhode Island
$26K -$347 -16 -1%
LC
450
Lindbrook Capital
California
$25K +$4.01K +183 +19%
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18
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