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Franklin Resources
BEN

Overview Fund Activity

549 hedge funds and large institutions have $6.2B invested in Franklin Resources in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 209 increasing their positions, 174 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+24
Holders Change %
+4.57%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
209
Reduced
174
Closed
56
Calls
$36.7M
Puts
$33.3M
Net Calls
+$3.46M
Net Calls Change
-$1.62M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$475M
2
State Street
State Street
Massachusetts
$996M
3
Vanguard Group
Vanguard Group
Pennsylvania
$912M
4
Invesco
Invesco
Georgia
$184M
5
ProShare Advisors
ProShare Advisors
Maryland
$191M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
GT
Glenmede Trust
Pennsylvania
$2.36M
3
APG Asset Management
APG Asset Management
Netherlands
$850K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$219K
5
PI
PEAK6 Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
451
Tompkins Financial
New York
$53K – – –
CWA
452
Clearview Wealth Advisors
Oregon
$50K -$6.04K -229 -11%
DA
453
Denali Advisors
California
$47.5K – – –
IRC
454
Investors Research Corp
Georgia
$44.8K – – –
DMBA
455
Deseret Mutual Benefit Administrators
Utah
$43.6K -$112K -4,240 -72%
SSG
456
Summit Securities Group
New York
$42K +$14.7K +557 +54%
GRP
457
Global Retirement Partners
California
$41.5K +$5.38K +204 +15%
HI
458
Harbour Investments
Wisconsin
$40.1K -$5.41K -205 -12%
FFA
459
Farther Finance Advisors
California
$39.8K +$39.8K +1,508 New
CFO
460
CVA Family Office
Colorado
$37.9K +$21.5K +815 +131%
PO
461
Private Ocean
California
$37.1K – – –
CTC
462
Central Trust Company
Missouri
$36.9K – – –
GIA
463
GHP Investment Advisors
Colorado
$34.4K – – –
Loomis, Sayles & Company
464
Loomis, Sayles & Company
Massachusetts
$33K +$30.1K +1,140 +1,046%
WT
465
Washington Trust
Rhode Island
$31.7K – – –
ACP
466
Arcus Capital Partners
Georgia
$31.7K +$31.7K +1,200 New
TPCW
467
TD Private Client Wealth
New York
$30.5K +$1.19K +45 +4%
LC
468
Lindbrook Capital
California
$30.1K -$53 -2 -0.2%
HCP
469
Hexagon Capital Partners
Arkansas
$29K -$44.3K -1,679 -60%
RFA
470
Resurgent Financial Advisors
Georgia
$27K +$27K +1,024 New
RFG
471
RFP Financial Group
Georgia
$26.4K +$26.4K +1,000 New
PFBT
472
Parkside Financial Bank & Trust
Missouri
$23.8K +$1.19K +45 +5%
Federated Hermes
473
Federated Hermes
Pennsylvania
$23.2K -$154K -5,838 -87%
HS
474
Horan Securities
United States
$21.8K +$158 +6 +0.7%
BWP
475
Baldwin Wealth Partners
Massachusetts
$21.6K – – –
17 18
19
20 21