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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
1
Power Corp of Canada
Canada
$887M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$1.01B
3
BlackRock
3
BlackRock
New York
$879M
4
Bank of America
4
Bank of America
North Carolina
$54.9M
5
First Trust Advisors
5
First Trust Advisors
Illinois
$73.9M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$123M
2
Capital Research Global Investors
2
Capital Research Global Investors
California
$675M
3
Amundi
3
Amundi
France
$79.9M
4
ProShare Advisors
4
ProShare Advisors
Maryland
$180M
5
Alyeska Investment Group
5
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
OPTFSNA
551
Old Point Trust & Financial Services N A
Virginia
$5.62K +$5.62K +200 New
FMII
552
Farmers & Merchants Investments Inc
Nebraska
$5.37K – – –
AWM
553
Avior Wealth Management
Nebraska
$5.34K +$5.34K +190 New
VWM
554
Venturi Wealth Management
Texas
$4.75K – – –
MCM
555
Manchester Capital Management
Vermont
$3.82K +$1.27K +45 +49%
MRCM
556
M&R Capital Management
New Jersey
$3.78K -$282 -10 -7%
AA
557
Ancora Advisors
Ohio
$3.51K – – –
PMFA
558
Plante Moran Financial Advisors
Michigan
$3.51K +$3.51K +125 New
AWM
559
Activest Wealth Management
Florida
$3.33K +$113 +4 +4%
VCM
560
Versant Capital Management
Arizona
$2.92K – – –
Jones Financial Companies
561
Jones Financial Companies
Missouri
$2.87K -$2.87K -102 -50%
RCM
562
Raleigh Capital Management
North Carolina
$2.81K -$1.49K -53 -35%
ME
563
McIlrath & Eck
Washington
$2.81K – – –
SWA
564
SOA Wealth Advisors
New York
$2.69K – – –
AW
565
Avion Wealth
Texas
$2K – – –
Lazard Asset Management
566
Lazard Asset Management
New York
$2K +$966 +43 +93%
PWMG
567
Private Wealth Management Group
New Jersey
$2K – – –
SIC
568
SJS Investment Consulting
Ohio
$2K +$253 +9 +15%
TFM
569
TFC Financial Management
Massachusetts
$1.91K +$1.04K +37 +119%
CJ
570
Caitlin John
Michigan
$1.78K -$113 -4 -6%
DPW
571
DiNuzzo Private Wealth
Pennsylvania
$1.63K – – –
LI
572
LRI Investments
Florida
$1.15K +$1.15K +41 New
JGIA
573
Jackson Grant Investment Advisers
Connecticut
$1.12K – – –
GKIM
574
GW&K Investment Management
Massachusetts
$1K – – –
GI
575
Gradient Investments
Minnesota
$984 – – –
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