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Franklin Resources
BEN

Overview Fund Activity

573 hedge funds and large institutions have $5.71B invested in Franklin Resources in 2024 Q2 according to their latest regulatory filings, with 75 funds opening new positions, 252 increasing their positions, 164 reducing their positions, and 83 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
573
Holders Change
-17
Holders Change %
-2.88%
% of All Funds
8.33%
Holding in Top 10
2
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
75
Increased
252
Reduced
164
Closed
83
Calls
$56.4M
Puts
$11.5M
Net Calls
+$44.9M
Net Calls Change
+$31.8M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$101M
2
Invesco
Invesco
Georgia
$204M
3
AQR Capital Management
AQR Capital Management
Connecticut
$54.7M
4
Voloridge Investment Management
Voloridge Investment Management
Florida
$39.9M
5
Marshall Wace
Marshall Wace
United Kingdom
$31.4M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$79.4M
2
GFA
Gallagher Fiduciary Advisors
Illinois
$0
3
WCM
Wedge Capital Management
North Carolina
$0
4
State Street
State Street
Massachusetts
$466M
5
Los Angeles Capital Management
Los Angeles Capital Management
California
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
CTC
526
Central Trust Company
Missouri
$4.47K -$24.5K -1,098 -85%
CSB
527
City State Bank
Iowa
$4.47K -$6.71K -300 -60%
FMII
528
Farmers & Merchants Investments Inc
Nebraska
$4.27K – – –
MCM
529
MV Capital Management
Maryland
$4K -$492 -22 -11%
BCWM
530
Bartlett & Co Wealth Management
Ohio
$3.24K +$3.24K +143 New
VCM
531
Versant Capital Management
Arizona
$3.22K +$894 +40 +38%
MRCM
532
M&R Capital Management
New Jersey
$3.04K +$45 +2 +1%
BIA
533
Bell Investment Advisors
California
$3.02K -$21.9K -978 -88%
CH
534
Cromwell Holdings
Wyoming
$2.86K +$2.86K +126 New
UWS
535
Unique Wealth Strategies
Illinois
$2.81K +$2.81K +100 New
AA
536
Ancora Advisors
Ohio
$2.79K – – –
PMFA
537
Plante Moran Financial Advisors
Michigan
$2.79K – – –
RCM
538
Raleigh Capital Management
North Carolina
$2.79K +$559 +25 +25%
AWM
539
Activest Wealth Management
Florida
$2.67K +$22 +1 +0.8%
Jones Financial Companies
540
Jones Financial Companies
Missouri
$2.55K +$269 +12 +12%
PWMG
541
Private Wealth Management Group
New Jersey
$2.53K +$939 +42 +59%
ME
542
McIlrath & Eck
Washington
$2.24K – – –
VWM
543
Valley Wealth Managers
New Jersey
$2.24K +$2.24K +100 New
SWA
544
SOA Wealth Advisors
New York
$2.14K – – –
Lazard Asset Management
545
Lazard Asset Management
New York
$2K +$565 +35 +39%
TFM
546
TFC Financial Management
Massachusetts
$1.86K +$335 +15 +22%
CPG
547
Cornerstone Planning Group
New Jersey
$1.78K +$1.78K +83 New
SIC
548
SJS Investment Consulting
Ohio
$1.63K +$45 +2 +3%
DPW
549
DiNuzzo Private Wealth
Pennsylvania
$1.52K +$224 +10 +17%
OWA
550
Opal Wealth Advisors
New York
$1.36K +$1.36K +61 New
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