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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 %
PAG
426
Private Advisor Group
New Jersey
$254K -$24.1K -856 -9%
IW
427
Imprint Wealth
South Carolina
$250K -$15.3K -555 -6%
RA
428
RFG Advisory
Alabama
$248K +$2.47K +88 +1%
FFA
429
Farther Finance Advisors
California
$247K +$8.76K +317 +4%
UCFA
430
United Capital Financial Advisors
Texas
$245K -$34.9K -1,242 -12%
EAM
431
Eschler Asset Management
United Kingdom
$244K – – –
AWM
432
Apollon Wealth Management
South Carolina
$239K +$9.05K +322 +4%
LGF
433
LGT Group Foundation
Liechtenstein
$232K +$232K +8,260 New
CW
434
CreativeOne Wealth
Kansas
$232K +$232K +8,265 New
Bessemer Group
435
Bessemer Group
New Jersey
$230K +$618 +22 +0.3%
CIBC World Market
436
CIBC World Market
Ontario, Canada
$229K +$229K +8,154 New
MC
437
Maverick Capital
Texas
$228K +$228K +8,127 New
ITIM
438
Indiana Trust & Investment Management
Indiana
$228K – – –
PWM
439
Prentice Wealth Management
New York
$227K – – –
RIM
440
Rakuten Investment Management
Japan
$226K +$206K +7,337 +1,033%
GT
441
Greenleaf Trust
Michigan
$225K -$4.67K -166 -2%
RB
442
Rodgers Brothers
Pennsylvania
$222K -$2.81K -100 -1%
Schroder Investment Management Group
443
Schroder Investment Management Group
United Kingdom
$220K +$12.6K +448 +6%
ECM
444
Evergreen Capital Management
Washington
$216K +$426 +15 +0.2%
BC
445
Bridgefront Capital
Texas
$216K -$32.1K -1,143 -13%
Teacher Retirement System of Texas
446
Teacher Retirement System of Texas
Texas
$212K -$175K -6,254 -45%
PP
447
Prudential plc
United Kingdom
$207K -$390K -13,886 -65%
WTC
448
WhitTier Trust Company
Nevada
$205K – – –
Acadian Asset Management
449
Acadian Asset Management
Massachusetts
$204K +$204K +7,276 New
JF
450
Jump Financial
Illinois
$203K -$80K -2,845 -28%
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