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Franklin Resources
BEN

Overview Fund Activity

590 hedge funds and large institutions have $7.39B invested in Franklin Resources in 2024 Q1 according to their latest regulatory filings, with 91 funds opening new positions, 226 increasing their positions, 176 reducing their positions, and 55 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
590
Holders Change
+31
Holders Change %
+5.55%
% of All Funds
8.55%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
91
Increased
226
Reduced
176
Closed
55
Calls
$28.3M
Puts
$15.2M
Net Calls
+$13.1M
Net Calls Change
+$9.71M

Top Buyers

1
PCOC
Power Corp of Canada
Canada
$887M
2
Vanguard Group
Vanguard Group
Pennsylvania
$1.01B
3
BlackRock
BlackRock
New York
$879M
4
Bank of America
Bank of America
North Carolina
$54.9M
5
First Trust Advisors
First Trust Advisors
Illinois
$73.9M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Capital Research Global Investors
Capital Research Global Investors
California
$675M
3
Amundi
Amundi
France
$79.9M
4
ProShare Advisors
ProShare Advisors
Maryland
$180M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BONH
501
Bank of New Hampshire
New Hampshire
$31.5K – – –
LC
502
Lindbrook Capital
California
$31.5K +$309 +11 +1%
BIA
503
Bell Investment Advisors
California
$31.3K – – –
MPWT
504
MassMutual Private Wealth & Trust
Connecticut
$29.7K -$1.52K -54 -5%
TPCW
505
TD Private Client Wealth
New York
$29.7K – – –
PFBT
506
Parkside Financial Bank & Trust
Missouri
$28.8K +$197 +7 +0.7%
PBK
507
Peoples Bank (Kansas)
Kansas
$28.1K – – –
RFG
508
RFP Financial Group
Georgia
$28.1K – – –
PS
509
Principal Securities
Iowa
$26.6K -$6.44K -229 -19%
BWP
510
Baldwin Wealth Partners
Massachusetts
$23K – – –
Federated Hermes
511
Federated Hermes
Pennsylvania
$19.2K -$1.46K -52 -7%
GTAM
512
Global Trust Asset Management
Florida
$19K – – –
QC
513
Quent Capital
New York
$18.7K +$1.43K +51 +8%
UB
514
UMB Bank
Missouri
$18.5K +$562 +20 +3%
RCM
515
Richardson Capital Management
Wisconsin
$18.3K +$18.3K +650 New
SL
516
Salomon & Ludwin
Virginia
$17.7K +$17.7K +630 New
SSB
517
Sandy Spring Bank
Maryland
$16.9K – – –
SPIA
518
Steward Partners Investment Advisory
New York
$16.8K – – –
ZB
519
Zions Bancorporation
Utah
$16.1K -$1.1K -39 -6%
SAM
520
Smartleaf Asset Management
Massachusetts
$15.5K +$15.2K +550 +5,000%
HIA
521
Harbor Investment Advisory
Maryland
$14.9K – – –
OP
522
ORG Partners
Indiana
$14.6K +$4.47K +162 +44%
AssetMark Inc
523
AssetMark Inc
California
$14.4K +$6.63K +236 +85%
LFG
524
Larson Financial Group
Missouri
$14.4K -$5.54K -197 -28%
FRA
525
Front Row Advisors
California
$14.2K – – –
19 20
21
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