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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
$852M
2
Charles Schwab
Charles Schwab
California
$49.3M
3
ProShare Advisors
ProShare Advisors
Maryland
$156M
4
Invesco
Invesco
Georgia
$167M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
Walleye Trading
576
Walleye Trading
New York
– -$309K -11,717 Closed
USAA
577
United Services Automobile Association
Texas
– -$271K -10,296 Closed
MA
578
Mutual Advisors
Nebraska
– -$271K -10,288 Closed
Nomura Holdings
579
Nomura Holdings
Japan
– -$269K -10,205 Closed
BJL
580
Brighton Jones LLC
Washington
– -$260K -9,865 Closed
GAA
581
Global Assets Advisory
Florida
– -$253K -9,592 Closed
APA
582
Astoria Portfolio Advisors
New York
– -$277K -9,213 Closed
WI
583
WrapManager Inc
California
– -$242K -9,178 Closed
NC
584
NinePointTwo Capital
California
– -$241K -9,150 Closed
SI
585
Stephens Inc
Arkansas
– -$237K -9,003 Closed
AI
586
AXS Investments
New York
– -$152K -5,755 Closed
Rockefeller Capital Management
587
Rockefeller Capital Management
New York
– -$150K -5,698 Closed
AG
588
AIA Group
Hong Kong
– -$110K -4,170 Closed
AAM
589
Advisors Asset Management
Colorado
– -$82.6K -3,130 Closed
CAS
590
Coppell Advisory Solutions
Texas
– -$79.1K -3,000 Closed
CASC
591
Coppell Advisory Solutions Corp
Texas
– -$79.1K -3,000 Closed
ZIG
592
Zullo Investment Group
Pennsylvania
– -$72.9K -2,763 Closed
EE
593
EWG Elevate
California
– -$68.1K -2,583 Closed
MCC
594
Money Concepts Capital
Florida
– -$65.3K -2,476 Closed
CG
595
Cutler Group
California
– -$62K -2,383 Closed
Loomis, Sayles & Company
596
Loomis, Sayles & Company
Massachusetts
– -$33K -1,249 Closed
ACP
597
Arcus Capital Partners
Georgia
– -$31.7K -1,200 Closed
RFA
598
Resurgent Financial Advisors
Georgia
– -$27K -1,024 Closed
RFG
599
RFP Financial Group
Georgia
– -$26.4K -1,000 Closed
DCM
600
Dupont Capital Management
Delaware
– -$17.5K -662 Closed
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