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Franklin Resources
BEN

Overview Fund Activity

549 hedge funds and large institutions have $5.3B invested in Franklin Resources in 2024 Q3 according to their latest regulatory filings, with 76 funds opening new positions, 233 increasing their positions, 165 reducing their positions, and 95 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
549
Holders Change
-24
Holders Change %
-4.19%
% of All Funds
7.94%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
76
Increased
233
Reduced
165
Closed
95
Calls
$63.3M
Puts
$53M
Net Calls
+$10.3M
Net Calls Change
-$34.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$158M
2
Dimensional Fund Advisors
Dimensional Fund Advisors
Texas
$112M
3
Voloridge Investment Management
Voloridge Investment Management
Florida
$72M
4
Invesco
Invesco
Georgia
$216M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$40.7M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$0
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$31.6M
3
BlackRock
BlackRock
New York
$621M
4
FFH
Fairfax Financial Holdings
Ontario, Canada
$0
5
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZB
501
Zions Bancorporation
Utah
$5.44K -$3.61K -179 -40%
CPA
502
Capital Performance Advisors
California
$5.18K +$5.18K +257 New
SWM
503
Spire Wealth Management
Virginia
$5.12K +$141 +7 +3%
BONH
504
Bank of New Hampshire
New Hampshire
$5.04K -$17.5K -870 -78%
VCM
505
Versant Capital Management
Arizona
$4.8K +$1.89K +94 +65%
AF
506
Advisornet Financial
Minnesota
$4.55K +$4.11K +204 +927%
GIA
507
GHP Investment Advisors
Colorado
$4.33K – – –
CSB
508
City State Bank
Iowa
$4.03K – – –
CTC
509
Central Trust Company
Missouri
$4.03K – – –
BAM
510
Byrne Asset Management
New Jersey
$4.03K +$4.03K +200 New
IAIM
511
International Assets Investment Management
Florida
$3.94K +$3.75K +75,552 +1,929%
FMII
512
Farmers & Merchants Investments Inc
Nebraska
$3.85K – – –
PMFA
513
Plante Moran Financial Advisors
Michigan
$2.92K +$403 +20 +16%
AA
514
Ancora Advisors
Ohio
$2.52K – – –
AWM
515
Activest Wealth Management
Florida
$2.43K +$40 +2 +2%
PFG
516
Peterson Financial Group
Iowa
$2.42K +$2.42K +120 New
MCM
517
MV Capital Management
Maryland
$2.16K -$1.45K -72 -40%
RCM
518
Raleigh Capital Management
North Carolina
$2.1K -$423 -21 -17%
VWM
519
Valley Wealth Managers
New Jersey
$2.02K – – –
ME
520
McIlrath & Eck
Washington
$2.02K – – –
HC
521
Hara Capital
Washington
$2.02K +$2.02K +100 New
HWM
522
Hemington Wealth Management
Virginia
$2K +$2K +122 New
SWA
523
SOA Wealth Advisors
New York
$1.93K – – –
HWA
524
Heritage Wealth Advisors
Virginia
$1.59K +$1.59K +79 New
WOC
525
West Oak Capital
California
$1.47K -$8.19K -40,635 -85%
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