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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
8.84%
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
1
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
2
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
3
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
4
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
5
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
1
State Street
Massachusetts
$852M
2
Charles Schwab
2
Charles Schwab
California
$49.3M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$156M
4
Invesco
4
Invesco
Georgia
$167M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
UBS AM
26
UBS AM
Illinois
$33.3M +$1.53M +56,924 +5%
Allianz Asset Management
27
Allianz Asset Management
Germany
$32.2M -$2.17M -80,596 -6%
Victory Capital Management
28
Victory Capital Management
Texas
$31.6M -$7.07M -262,402 -18%
Grantham, Mayo, Van Otterloo & Co (GMO)
29
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$31.2M -$590K -21,900 -2%
WCM
30
Wedge Capital Management
North Carolina
$31.1M -$1.07M -39,667 -3%
Sumitomo Mitsui Trust Group
31
Sumitomo Mitsui Trust Group
Japan
$27.8M +$1.02M +38,009 +4%
FFH
32
Fairfax Financial Holdings
Ontario, Canada
$26.9M – – –
RJA
33
Raymond James & Associates
Florida
$26.6M +$2.93M +108,850 +12%
UBS Group
34
UBS Group
Switzerland
$24.5M -$1.72M -63,941 -7%
AA
35
ALPS Advisors
Colorado
$23.8M -$1.7M -63,015 -7%
Carson Wealth (CWM LLC)
36
Carson Wealth (CWM LLC)
Nebraska
$23.3M -$104K -3,853 -0.4%
Deutsche Bank
37
Deutsche Bank
Germany
$22.6M -$2.08M -77,117 -8%
Nuveen Asset Management
38
Nuveen Asset Management
Illinois
$22.6M -$157K -5,820 -0.7%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$20.7M +$9.79M +363,559 +90%
Millennium Management
40
Millennium Management
New York
$18.2M +$18.2M +677,355 New
AWM
41
AE Wealth Management
Kansas
$18M +$3.45M +128,170 +24%
Nomura Asset Management
42
Nomura Asset Management
Japan
$17.8M +$271K +10,053 +2%
Bank of America
43
Bank of America
North Carolina
$17.7M -$3.92M -145,587 -18%
SSA
44
Schonfeld Strategic Advisors
New York
$16.9M -$4.05M -150,447 -19%
GWM
45
Greenwich Wealth Management
Connecticut
$16.2M -$32.2K -1,196 -0.2%
Barclays
46
Barclays
United Kingdom
$16M -$3.23M -119,793 -17%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$15.3M -$2.43M -90,347 -14%
RhumbLine Advisers
48
RhumbLine Advisers
Massachusetts
$15.2M +$365K +13,560 +2%
CS
49
Credit Suisse
Switzerland
$14.7M -$329K -12,201 -2%
FRM
50
Foundation Resource Management
Arkansas
$14.7M +$251K +9,312 +2%
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