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Franklin Resources
BEN

Overview Fund Activity

528 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-24
Holders Change %
-4.35%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
170
Reduced
220
Closed
68
Calls
$27M
Puts
$25.8M
Net Calls
+$1.23M
Net Calls Change
+$8.58M

Top Buyers

1
Amundi
1
Amundi
France
$135M
2
O
2
Ossiam
France
$38.5M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$173M
4
Citadel Advisors
4
Citadel Advisors
Florida
$25.2M
5
State Street
5
State Street
Massachusetts
$858M

Top Sellers

1
Franklin Resources
1
Franklin Resources
California
$22.5M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$7.39M
4
Carson Wealth (CWM LLC)
4
Carson Wealth (CWM LLC)
Nebraska
$397K
5
Millennium Management
5
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Grantham, Mayo, Van Otterloo & Co (GMO)
26
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$31.2M +$323K +12,105 +1%
Allianz Asset Management
27
Allianz Asset Management
Germany
$31M -$879K -32,926 -3%
WCM
28
Wedge Capital Management
North Carolina
$30.6M -$208K -7,783 -0.7%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$30.4M +$9.9M +370,578 +48%
FFH
30
Fairfax Financial Holdings
Ontario, Canada
$26.7M – – –
RJA
31
Raymond James & Associates
Florida
$26.4M +$48.9K +1,830 +0.2%
Citadel Advisors
32
Citadel Advisors
Florida
$25.2M +$18.5M +691,488 +275%
Nuveen Asset Management
33
Nuveen Asset Management
Illinois
$24.7M +$2.31M +86,360 +10%
AA
34
ALPS Advisors
Colorado
$23.5M -$130K -4,853 -0.5%
Deutsche Bank
35
Deutsche Bank
Germany
$23.4M +$973K +36,440 +4%
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$23.1M -$4.48M -167,884 -16%
UBS Group
37
UBS Group
Switzerland
$22.9M -$1.38M -51,564 -6%
Nomura Asset Management
38
Nomura Asset Management
Japan
$22.8M +$5.24M +196,050 +30%
Franklin Resources
39
Franklin Resources
California
$22.5M -$46.9M -1,756,838 -68%
Barclays
40
Barclays
United Kingdom
$19.6M +$3.76M +140,687 +24%
Victory Capital Management
41
Victory Capital Management
Texas
$18.7M -$12.6M -473,315 -40%
AWM
42
AE Wealth Management
Kansas
$16.9M -$998K -37,381 -6%
GWM
43
Greenwich Wealth Management
Connecticut
$16M -$13.5K -505 -0.1%
American Century Companies
44
American Century Companies
Missouri
$16M +$7.81M +292,483 +96%
RhumbLine Advisers
45
RhumbLine Advisers
Massachusetts
$15.1M +$56.1K +2,099 +0.4%
FRM
46
Foundation Resource Management
Arkansas
$15.1M +$533K +19,964 +4%
Susquehanna International Group
47
Susquehanna International Group
Pennsylvania
$14.9M +$719K +26,921 +5%
CS
48
Credit Suisse
Switzerland
$14.7M +$84.6K +3,167 +0.6%
Mitsubishi UFJ Asset Management
49
Mitsubishi UFJ Asset Management
Japan
$14.3M +$1.32M +49,491 +10%
Bank of America
50
Bank of America
North Carolina
$14.1M -$3.43M -128,255 -20%
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