We are live on ! Find out more
BEN icon

Franklin Resources
BEN

563 hedge funds and large institutions have $6.61B invested in Franklin Resources in 2023 Q4 according to their latest regulatory filings, with 91 funds opening new positions, 194 increasing their positions, 195 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

63% more first-time investments, than exits

New positions opened: 91 | Existing positions closed: 56

21% more capital invested

Capital invested by funds: $5.45B → $6.61B (+$1.16B)

20% more call options, than puts

Call options by funds: $20.5M | Put options by funds: $17.1M

5% more funds holding

Funds holding: 535 → 563 (+28)

0.53% more ownership

Funds ownership: 44.38% → 44.91% (+0.53%)

1% less repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 195

Holders
563
Holders Change
+28
Holders Change %
+5.23%
% of All Funds
8.21%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
91
Increased
194
Reduced
195
Closed
56
Calls
$20.5M
Puts
$17.1M
Net Calls
+$3.41M
Net Calls Change
-$1.33M

Top Buyers

Rank Fund Capital Flow
1
Capital Research Global Investors
Capital Research Global Investors
California
+$101M
2
Morgan Stanley
Morgan Stanley
New York
+$100M
3
ProShare Advisors
ProShare Advisors
Maryland
+$22.1M
4
Bank of New York Mellon
Bank of New York Mellon
New York
+$18.8M
5
BlackRock
BlackRock
New York
+$16.2M

Top Sellers

Rank Fund Capital Flow
1
CCP
Clarkston Capital Partners
Michigan
-$147M
2
Vanguard Group
Vanguard Group
Pennsylvania
-$54.4M
3
Amundi
Amundi
France
-$37.3M
4
AA
ALPS Advisors
Colorado
-$21.4M
5
RJA
Raymond James & Associates
Florida
-$20.1M
Name Holding Trade Value Shares
Change 		Change in
Stake
JGIA
551
Jackson Grant Investment Advisers
Connecticut
$1.19K – – –
AF
552
Advisornet Financial
Minnesota
$1.04K -$6.59K -265 -88%
GI
553
Gradient Investments
Minnesota
$1.04K – – –
Lazard Asset Management
554
Lazard Asset Management
New York
$1K – – –
GKIM
555
GW&K Investment Management
Massachusetts
$1K +$75 +3 +17%
TFM
556
TFC Financial Management
Massachusetts
$924 -$398 -16 -34%
DF
557
Dunhill Financial
United Kingdom
$632 +$522 +21 New
TWP
558
TFO Wealth Partners
Ohio
$626 – – –
TCWA
559
Turtle Creek Wealth Advisors
Texas
$387 +$323 +13 New
AWM
560
Abound Wealth Management
Tennessee
$362 – – –
SAM
561
Smartleaf Asset Management
Massachusetts
$330 +$274 +11 New
CTA
562
Colonial Trust Advisors
South Carolina
$179 – – –
AA
563
ALPS Advisors
Colorado
– -$21.4M -870,061 Closed
KL
564
KWMG LLC
Kansas
– -$4.2M -170,694 Closed
Canada Pension Plan Investment Board
565
Canada Pension Plan Investment Board
Ontario, Canada
– -$3.01M -122,359 Closed
AL
566
Arnhold LLC
New York
– -$2.32M -94,216 Closed
Holocene Advisors
567
Holocene Advisors
New York
– -$2.31M -94,026 Closed
Group One Trading
568
Group One Trading
Illinois
– -$2.18M -87,570 Closed
SO
569
STRS Ohio
Ohio
– -$1.91M -77,895 Closed
SWA
570
Stratos Wealth Advisors
Ohio
– -$1.63M -66,481 Closed
QCM
571
Qsemble Capital Management
New York
– -$1.6M -64,900 Closed
YIH
572
Y-Intercept (HK)
Hong Kong
– -$1.33M -54,070 Closed
TCM
573
Teza Capital Management
Illinois
– -$929K -37,795 Closed
GCP
574
Garda Capital Partners
Minnesota
– -$687K -27,596 Closed
OAM
575
Oppenheimer Asset Management
New York
– -$571K -23,250 Closed
21 22
23
24 25

BEN Hedge Fund Activity: Q4 2023 in Review

563 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin Resources (BEN) for Q4 2023, worth a combined $6.61B — up 21% from $5.45B a quarter earlier.

Buyers outnumbered sellers: 91 funds opened new BEN positions and 56 closed out — a net gain of 35 holders — while 194 added to existing stakes and 195 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $101M. The largest seller was Clarkston Capital Partners, cutting an estimated $147M.

  • 563 institutional investors held Franklin Resources (BEN) as of Q4 2023, up from 535 in Q3 2023.
  • Funds reported $6.61B of Franklin Resources stock for Q4 2023, up 21% quarter-over-quarter.
  • 91 funds opened new Franklin Resources positions in Q4 2023 and 56 closed out, a net change of +35 holders.
  • The largest Franklin Resources buyer in Q4 2023 was Capital Research Global Investors, an estimated $101M added.
  • The largest Franklin Resources seller in Q4 2023 was Clarkston Capital Partners, an estimated $147M sold.

Based on aggregated 13F filings for Q4 2023.