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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
$852M
2
Charles Schwab
Charles Schwab
California
$49.3M
3
ProShare Advisors
ProShare Advisors
Maryland
$156M
4
Invesco
Invesco
Georgia
$167M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAL
451
Capital Analysts LLC
Pennsylvania
$67K +$6.81K +251 +11%
NL
452
NVWM LLC
Pennsylvania
$65.4K – – –
UB
453
UMB Bank
Missouri
$59.5K – – –
SWM
454
Spire Wealth Management
Virginia
$58.4K -$2.61K -97 -4%
AIM
455
Anchor Investment Management
South Carolina
$55.6K – – –
TF
456
Tompkins Financial
New York
$53.9K – – –
IG
457
ING Group
Netherlands
$53.4K -$1.27M -47,234 -96%
PMEF
458
Point72 Middle East FZE
United Arab Emirates
$52.2K +$52.2K +1,938 New
BONH
459
Bank of New Hampshire
New Hampshire
$51.7K -$13.5K -500 -21%
CWA
460
Clearview Wealth Advisors
Oregon
$51.5K +$431 +16 +0.8%
HI
461
Harbour Investments
Wisconsin
$49.6K +$8.7K +323 +21%
PTC
462
Private Trust Company
Ohio
$48.2K -$13.1K -487 -21%
NIC
463
Northwest Investment Counselors
Oregon
$47.7K -$29.7K -1,104 -38%
IRC
464
Investors Research Corp
Georgia
$45.8K – – –
DMBA
465
Deseret Mutual Benefit Administrators
Utah
$44.5K – – –
AWM
466
Avior Wealth Management
Nebraska
$42K +$41.4K +1,535 +6,396%
Caisse de Depot et Placement du Quebec (CDPQ)
467
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$41.4K +$41.4K +1,536 New
GRP
468
Global Retirement Partners
California
$40.9K +$1.33K +53 +3%
FFA
469
Farther Finance Advisors
California
$39K -$1.67K -62 -4%
CFO
470
CVA Family Office
Colorado
$38.7K – – –
PO
471
Private Ocean
California
$37.9K – – –
GIA
472
GHP Investment Advisors
Colorado
$35.1K – – –
CTC
473
Central Trust Company
Missouri
$35K -$2.69K -100 -7%
BAMF
474
BI Asset Management Fondsmaeglerselskab
Denmark
$33K +$15.2K +570 +85%
WT
475
Washington Trust
Rhode Island
$32.3K – – –
17 18
19
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