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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 %
VNA
501
Valley National Advisers
Pennsylvania
$4K +$4K +120 New
MRCM
502
M&R Capital Management
New Jersey
$3.78K +$27 +1 +0.7%
AWM
503
Activest Wealth Management
Florida
$3.68K +$162 +6 +5%
RA
504
Rise Advisors
New York
$3.64K -$855 -32 -19%
AA
505
Ancora Advisors
Ohio
$3.34K – – –
SWA
506
Sutton Wealth Advisors
Florida
$2.94K – – –
BIA
507
Bell Investment Advisors
California
$2.83K -$508 -19 -15%
MCM
508
Manchester Capital Management
Vermont
$2.81K -$721 -27 -20%
ME
509
McIlrath & Eck
Washington
$2.67K – – –
SWA
510
SOA Wealth Advisors
New York
$2.55K – – –
BWM
511
Baystate Wealth Management
Massachusetts
$1.96K +$27 +1 +1%
BWM
512
BerganKDV Wealth Management
Minnesota
$1.87K -$454 -17 -20%
DI
513
Disciplined Investments
Oklahoma
$1.84K -$134 -5 -7%
UFF
514
USA Financial Formulas
Michigan
$1.5K – – –
SIC
515
SJS Investment Consulting
Ohio
$1.47K -$374 -14 -20%
AWM
516
Abound Wealth Management
Tennessee
$1.31K +$991 +37 +308%
TFM
517
TFC Financial Management
Massachusetts
$1.26K +$428 +16 +52%
JGIA
518
Jackson Grant Investment Advisers
Connecticut
$1.07K – – –
FGAM
519
Financial Gravity Asset Management
Texas
$1.06K +$1.06K +27 New
Lazard Asset Management
520
Lazard Asset Management
New York
$1K -$413 -19 -29%
BAAM
521
Baker Avenue Asset Management
California
$887 +$887 +33 New
PWMG
522
Prestige Wealth Management Group
New Jersey
$379 – – –
BCWM
523
Bartlett & Co Wealth Management
Ohio
$297 – – –
VWM
524
Venturi Wealth Management
Texas
$241 +$241 +9 New
CTA
525
Colonial Trust Advisors
South Carolina
$160 – – –
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