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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 %
MRCM
526
M&R Capital Management
New Jersey
$1.55K +$1.55K +58 New
EI
527
Ellevest Inc
New York
$1.53K -$8.68K -329 -85%
IAA
528
Independent Advisor Alliance
North Carolina
$1.42K +$22 +816 +2%
DI
529
Disciplined Investments
Oklahoma
$1.32K -$264 -10 -17%
MPCL
530
My Personal CFO LLC
Washington
$1.16K +$1.16K +44 New
HWMA
531
Heritage Wealth Management (Arizona)
Arizona
$1.11K +$554 +21 +100%
ANBT
532
American National Bank & Trust
Texas
$1K +$1K +11 New
Lazard Asset Management
533
Lazard Asset Management
New York
$1K +$1K +38 New
FGAM
534
Financial Gravity Asset Management
Texas
$946 +$946 +26 New
NMG
535
New Millennium Group
Utah
$923 +$923 +35 New
AAP
536
Arax Advisory Partners
Colorado
$844 +$844 +32 New
TFM
537
TFC Financial Management
Massachusetts
$818 – – –
EBA
538
Eagle Bay Advisors
New York
$712 -$34.3K -1,300 -98%
AWM
539
Avior Wealth Management
Nebraska
$633 -$897 -34 -59%
BHWM
540
Beaird Harris Wealth Management
Texas
$607 +$607 +23 New
SCA
541
Stonebridge Capital Advisors
Minnesota
$396 +$396 +15 New
PWMG
542
Prestige Wealth Management Group
New Jersey
$374 – – –
EWM
543
Evermay Wealth Management
Virginia
$369 +$369 +14 New
AWM
544
Abound Wealth Management
Tennessee
$321 – – –
BCWM
545
Bartlett & Co Wealth Management
Ohio
$293 – – –
ITIM
546
Indiana Trust & Investment Management
Indiana
$214 +$214 +8,119 New
AA
547
Addison Advisors
Vermont
$158 – – –
CTA
548
Colonial Trust Advisors
South Carolina
$158 +$158 +6 New
Balyasny Asset Management
549
Balyasny Asset Management
Illinois
– -$27.3M -1,266,637 Closed
PI
550
PEAK6 Investments
Illinois
– -$10.9M -506,919 Closed
20 21
22
23 24