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Franklin Resources
BEN

Overview Fund Activity

525 hedge funds and large institutions have $4.95B invested in Franklin Resources in 2022 Q3 according to their latest regulatory filings, with 48 funds opening new positions, 200 increasing their positions, 185 reducing their positions, and 57 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
525
Holders Change
-13
Holders Change %
-2.42%
% of All Funds
9.08%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
48
Increased
200
Reduced
185
Closed
57
Calls
$36.3M
Puts
$31.3M
Net Calls
+$5.08M
Net Calls Change
+$22.1M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$299M
2
State Street
2
State Street
Massachusetts
$761M
3
Balyasny Asset Management
3
Balyasny Asset Management
Illinois
$27.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$17.8M
5
National Bank of Canada
5
National Bank of Canada
Quebec, Canada
$12.8M

Top Sellers

1
Vanguard Group
1
Vanguard Group
Pennsylvania
$697M
2
PCM
2
Prana Capital Management
Connecticut
$0
3
SSA
3
Schonfeld Strategic Advisors
New York
$3.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$5.83M
5
AQR Capital Management
5
AQR Capital Management
Connecticut
$15.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
501
MV Capital Management
Maryland
$3K +$264 +14 +10%
MFT
502
Moisand Fitzgerald Tamayo
Florida
$3K +$3K +119 New
HR
503
Howe & Rusling
New York
$2K -$2.02K -100 -50%
SWA
504
SOA Wealth Advisors
New York
$2K -$358 -17 -15%
Loomis, Sayles & Company
505
Loomis, Sayles & Company
Massachusetts
$2K – – –
BWM
506
BerganKDV Wealth Management
Minnesota
$2K – – –
ME
507
McIlrath & Eck
Washington
$2K – – –
BWM
508
Baystate Wealth Management
Massachusetts
$2K +$28 +1 +1%
TCWA
509
Ten Capital Wealth Advisors
Washington
$2K +$2K +103 New
TFA
510
Toth Financial Advisory
Virginia
$2K +$2K +110 New
DI
511
Disciplined Investments
Oklahoma
$1K -$6.57K -394 -87%
CAL
512
Capital Advisors Ltd
Ohio
$1K -$1.4K -42 -58%
BIA
513
Bell Investment Advisors
California
$1K -$273 -18 -21%
VCM
514
Versant Capital Management
Arizona
$1K -$33 -1 -3%
AWM
515
Avior Wealth Management
Nebraska
$1K – – –
TFM
516
TFC Financial Management
Massachusetts
$1K – – –
SIC
517
SJS Investment Consulting
Ohio
$1K +$1K +56 New
AWM
518
Abound Wealth Management
Tennessee
$262 +$262 +12 New
BCWM
519
Bartlett & Co Wealth Management
Ohio
$240 – – –
JMF
520
Johnson Midwest Financial
Iowa
$13 +$1 +35 +6%
PCM
521
Prana Capital Management
Connecticut
– -$20.2M -868,128 Closed
GC
522
Gillson Capital
Illinois
– -$12.1M -518,409 Closed
OKSA
523
O'Keefe Stevens Advisory
New York
– -$6.8M -291,669 Closed
Twin Tree Management
524
Twin Tree Management
Texas
– -$5.4M -231,549 Closed
Marshall Wace
525
Marshall Wace
United Kingdom
– -$5.33M -228,498 Closed
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