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Franklin Resources
BEN

Overview Fund Activity

549 hedge funds and large institutions have $6.2B invested in Franklin Resources in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 209 increasing their positions, 174 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
+24
Holders Change %
+4.57%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
209
Reduced
174
Closed
56
Calls
$36.7M
Puts
$33.3M
Net Calls
+$3.46M
Net Calls Change
-$1.62M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$475M
2
State Street
State Street
Massachusetts
$996M
3
Vanguard Group
Vanguard Group
Pennsylvania
$912M
4
Invesco
Invesco
Georgia
$184M
5
ProShare Advisors
ProShare Advisors
Maryland
$191M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
GT
Glenmede Trust
Pennsylvania
$2.36M
3
APG Asset Management
APG Asset Management
Netherlands
$850K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$219K
5
PI
PEAK6 Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
501
JFS Wealth Advisors
Pennsylvania
$8.34K +$501 +19 +6%
VCM
502
Versant Capital Management
Arizona
$7.55K +$6.75K +256 +853%
MUMSS
503
Mitsubishi UFJ Morgan Stanley Securities
Japan
$7K -$7.26K -280 -51%
KFI
504
Key Financial Inc
Pennsylvania
$6.26K – – –
MFT
505
Moisand Fitzgerald Tamayo
Florida
$5.72K +$2.59K +98 +82%
CHC
506
City Holding Co
West Virginia
$5.54K – – –
FMII
507
Farmers & Merchants Investments Inc
Nebraska
$5.04K – – –
KFP
508
KB Financial Partners
New Jersey
$5K – – –
MCM
509
MV Capital Management
Maryland
$4.96K +$765 +29 +18%
WBC
510
West Branch Capital
Massachusetts
$4.78K – – –
EARNEST Partners
511
EARNEST Partners
Georgia
$4.59K – – –
RA
512
Rise Advisors
New York
$4.43K +$26 +1 +0.6%
MCM
513
Manchester Capital Management
Vermont
$3.48K -$2.64K -100 -43%
AA
514
Ancora Advisors
Ohio
$3K – – –
SC
515
Schubert & Co
Texas
$2.77K -$660 -25 -19%
BIA
516
Bell Investment Advisors
California
$2.77K +$1.03K +39 +59%
CSWM
517
Cassady Schiller Wealth Management
Ohio
$2.77K +$2.77K +105 New
ME
518
McIlrath & Eck
Washington
$2.64K – – –
SWA
519
SOA Wealth Advisors
New York
$2.51K – – –
BWM
520
BerganKDV Wealth Management
Minnesota
$2.3K -$185 -7 -7%
LS
521
Leelyn Smith
Illinois
$2.11K -$3.17K -120 -60%
TWA
522
TCI Wealth Advisors
Arizona
$2.06K -$6.15K -233 -75%
BWM
523
Baystate Wealth Management
Massachusetts
$2K – – –
SIC
524
SJS Investment Consulting
Ohio
$1.72K +$237 +9 +16%
CS
525
Comerica Securities
Michigan
$1.71K +$1.71K +64 New
19 20
21
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