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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 %
WT
526
Whittier Trust
California
$14.1K – – –
CSB
527
City State Bank
Iowa
$14K – – –
HBW
528
Hazlett, Burt & Watson
West Virginia
$14K – – –
NS
529
NBC Securities
Alabama
$14K – – –
ST
530
Smithfield Trust
Pennsylvania
$14K – – –
CA
531
CoreCap Advisors
Michigan
$13.7K +$13.7K +489 New
AP
532
Aspect Partners
Virginia
$13.3K – – –
LS
533
Livforsakringsbolaget Skandia
Sweden
$13.1K – – –
AT
534
Arlington Trust
Alabama
$12.6K – – –
WIA
535
Wetzel Investment Advisors
Indiana
$12.5K – – –
MSG
536
Main Street Group
Virginia
$11.1K – – –
NFSG
537
Newbridge Financial Services Group
Florida
$10.9K -$5.8K -206 -35%
BTI
538
Blue Trust Inc
Georgia
$10.7K -$14.1K -503 -57%
BGAI
539
Bruce G. Allen Investments
Colorado
$10.1K – – –
JWA
540
JFS Wealth Advisors
Pennsylvania
$8.83K – – –
KFI
541
Key Financial Inc
Pennsylvania
$8.18K – – –
EWA
542
EverSource Wealth Advisors
Alabama
$8.13K +$1.23K +54 +18%
PP
543
Pingora Partners
Wyoming
$7.31K +$7.31K +260 New
JWM
544
Janiczek Wealth Management
Colorado
$7.29K – – –
CG
545
Cutler Group
California
$7K -$34.8K -1,273 -83%
VNA
546
Valley National Advisers
Pennsylvania
$7K -$925 -35 -12%
GA
547
GoalVest Advisory
New York
$6.18K +$6.18K +220 New
QL
548
Quarry LP
New York
$6.07K -$8.21K -292 -57%
GIA
549
GHP Investment Advisors
Colorado
$6.05K – – –
MCM
550
MV Capital Management
Maryland
$5.65K -$141 -5 -2%
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