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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 %
GTAM
451
Global Trust Asset Management
Florida
$24K – – –
TPCW
452
TD Private Client Wealth
New York
$24K +$3.62K +168 +18%
SSG
453
Summit Securities Group
New York
$22K +$9.55K +447 +77%
BWP
454
Baldwin Wealth Partners
Massachusetts
$18K – – –
PFBT
455
Parkside Financial Bank & Trust
Missouri
$18K +$3.04K +145 +20%
EC
456
EdgeRock Capital
Colorado
$18K +$18K +820 New
HS
457
Horan Securities
United States
$18K +$18K +821 New
ZB
458
Zions Bancorporation
Utah
$16K -$658 -31 -4%
Parallax Volatility Advisers
459
Parallax Volatility Advisers
California
$15K +$15K +689 New
SPIA
460
Steward Partners Investment Advisory
New York
$14K – – –
AIM
461
Achmea Investment Management
Netherlands
$14K – – –
RCC
462
Red Cedar Capital
Nebraska
$14K – – –
SSB
463
Sandy Spring Bank
Maryland
$13K – – –
FF
464
FourThought Financial
Florida
$13K – – –
CFO
465
CVA Family Office
Colorado
$13K +$10.3K +490 +377%
RTC
466
Riverview Trust Company
Washington
$12K -$4.69K -212 -28%
MUMSS
467
Mitsubishi UFJ Morgan Stanley Securities
Japan
$12K – – –
FRA
468
Front Row Advisors
California
$11K – – –
CSB
469
City State Bank
Iowa
$11K – – –
HIA
470
Harbor Investment Advisory
Maryland
$11K +$2.65K +128 +32%
LS
471
Livforsakringsbolaget Skandia
Sweden
$10K -$41K -1,900 -80%
AP
472
Arlington Partners
Alabama
$10K – – –
HBW
473
Hazlett, Burt & Watson
West Virginia
$10K – – –
ST
474
Smithfield Trust
Pennsylvania
$10K – – –
MCC
475
Money Concepts Capital
Florida
$10K +$4.62K +210 +86%
17 18
19
20 21