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

Top Sellers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$79.4M
2
GFA
2
Gallagher Fiduciary Advisors
Illinois
$0
3
WCM
3
Wedge Capital Management
North Carolina
$0
4
State Street
4
State Street
Massachusetts
$466M
5
Los Angeles Capital Management
5
Los Angeles Capital Management
California
$310K
Name Holding Trade Value Shares
Change 		Shares
Change %
S
551
Sachetta
Massachusetts
$1.16K +$1.16K +51 New
WFA
552
West Financial Advisors
Iowa
$1.12K +$1.12K +50 New
CJ
553
Caitlin John
Michigan
$1.06K -$361 -16 -25%
AW
554
Avion Wealth
Texas
$1K – – –
CAL
555
Capital Advisors Ltd
Ohio
$1K +$563 +18 +129%
GKIM
556
GW&K Investment Management
Massachusetts
$1K +$656 +40 +190%
FHA
557
First Horizon Advisors
Tennessee
$961 +$961 +43 New
LI
558
LRI Investments
Florida
$916 – – –
OLVIG
559
Oliver Lagore Vanvalin Investment Group
Michigan
$671 +$671 +30 New
DF
560
Dunhill Financial
United Kingdom
$572 +$22 +1 +4%
ECM
561
Everence Capital Management
Indiana
$558 – – –
AF
562
Advisornet Financial
Minnesota
$492 +$157 +7 +47%
NL
563
NVWM LLC
Pennsylvania
$453 +$340 +15 +300%
SC
564
Swan Capital
Florida
$447 +$447 +20 New
WWM
565
Wolff Wiese Magana
California
$447 +$447 +20 New
RWMG
566
Redwood Wealth Management Group
New Jersey
$335 +$335 +15 New
AWM
567
Abound Wealth Management
Tennessee
$272 – – –
MA
568
MCF Advisors
Kentucky
$227 – – –
CA
569
Clearstead Advisors
Ohio
$224 – – –
AGWCA
570
Annis Gardner Whiting Capital Advisors
Florida
$179 – – –
WA
571
WestEnd Advisors
North Carolina
$112 +$90 +4 +400%
RS
572
Rakuten Securities
Japan
$45 +$45 +2 New
YDMI
573
Y.D. More Investments
Israel
$9 +$9 +159 New
GFA
574
Gallagher Fiduciary Advisors
Illinois
– -$44.9M -1,598,573 Closed
WCM
575
Wedge Capital Management
North Carolina
– -$40.5M -1,440,709 Closed
21 22
23
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