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Franklin Resources
BEN

Overview Fund Activity

534 hedge funds and large institutions have $6.55B invested in Franklin Resources in 2021 Q3 according to their latest regulatory filings, with 39 funds opening new positions, 201 increasing their positions, 191 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
534
Holders Change
-38
Holders Change %
-6.64%
% of All Funds
9.38%
Holding in Top 10
8
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-20%
% of All Funds
0.14%
New
39
Increased
201
Reduced
191
Closed
68
Calls
$65.1M
Puts
$28.3M
Net Calls
+$36.8M
Net Calls Change
+$22.6M

Top Buyers

1
Citadel Advisors
Citadel Advisors
Florida
$115M
2
Allianz Asset Management
Allianz Asset Management
Germany
$75.1M
3
MWNA
Marshall Wace North America
New York
$51.2M
4
Marshall Wace
Marshall Wace
United Kingdom
$49.9M
5
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
$35M

Top Sellers

1
PPA
Parametric Portfolio Associates
Washington
$52.2M
2
Invesco
Invesco
Georgia
$144M
3
First Trust Advisors
First Trust Advisors
Illinois
$37M
4
AIM
Artemis Investment Management
United Kingdom
$0
5
Morgan Stanley
Morgan Stanley
New York
$42M
Name Holding Trade Value Shares
Change 		Shares
Change %
FMII
501
Farmers & Merchants Investments Inc
Nebraska
$5K -$2.31K -72 -32%
ATC
502
Adirondack Trust Company
New York
$5K – – –
EARNEST Partners
503
EARNEST Partners
Georgia
$5K – – –
GWS
504
Glassman Wealth Services
Virginia
$5K +$60 +2 +1%
WQ
505
Wealth Quarterback
New Jersey
$5K +$4.69K +3,621 +1,528%
MPWT
506
MassMutual Private Wealth & Trust
Connecticut
$4K -$1.1K -37 -22%
CFA
507
Carroll Financial Associates
North Carolina
$4K – – –
BFC
508
Bedel Financial Consulting
Indiana
$4K – – –
SSC
509
Syverson Strege & Co
Iowa
$4K +$1.26K +46 +46%
Capstone Investment Advisors
510
Capstone Investment Advisors
New York
$4K +$4K +120 New
FHA
511
First Horizon Advisors
Tennessee
$4K +$4K +147 New
Nisa Investment Advisors
512
Nisa Investment Advisors
Missouri
$3.15K -$59 -2,000 -2%
EW
513
Evoke Wealth
California
$3K -$178 -7 -6%
BWM
514
BerganKDV Wealth Management
Minnesota
$3K – – –
TFO
515
Tarbox Family Office
California
$3K – – –
ME
516
McIlrath & Eck
Washington
$3K – – –
RFA
517
Reilly Financial Advisors
California
$3K – – –
Walleye Trading
518
Walleye Trading
New York
$3K +$3K +99 New
SIM
519
Sonora Investment Management
Arizona
$3K +$3K +108 New
FPS
520
Fieldpoint Private Securities
Connecticut
$3K +$3K +117 New
GRP
521
Global Retirement Partners
California
$2K -$972 -35 -33%
CFD
522
Creative Financial Designs
Indiana
$2K – – –
OC
523
Oakworth Capital
Alabama
$2K – – –
TFM
524
TFC Financial Management
Massachusetts
$1K – – –
COCM
525
Charter Oak Capital Management
New Hampshire
$1K – – –
19 20
21
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