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

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$123M
2
Capital Research Global Investors
Capital Research Global Investors
California
$675M
3
Amundi
Amundi
France
$79.9M
4
ProShare Advisors
ProShare Advisors
Maryland
$180M
5
Alyeska Investment Group
Alyeska Investment Group
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
WCM
576
Westend Capital Management
California
$928 +$928 +33 New
DF
577
Dunhill Financial
United Kingdom
$704 +$113 +4 +19%
ECM
578
Everence Capital Management
Indiana
$687 – – –
FGAM
579
Financial Gravity Asset Management
Texas
$506 +$506 +18 New
AF
580
Advisornet Financial
Minnesota
$422 -$563 -20 -57%
AWM
581
Abound Wealth Management
Tennessee
$342 – – –
MA
582
MCF Advisors
Kentucky
$285 +$285 +10 New
CA
583
Clearstead Advisors
Ohio
$240 +$240 +10 New
AGWCA
584
Annis Gardner Whiting Capital Advisors
Florida
$228 -$1.88K -66 -89%
CTA
585
Colonial Trust Advisors
South Carolina
$169 – – –
NL
586
NVWM LLC
Pennsylvania
$142 +$142 +5 New
CWC
587
Carolinas Wealth Consulting
North Carolina
$142 +$142 +5 New
FCAS
588
First Command Advisory Services
Texas
$56 +$56 +2 New
WA
589
WestEnd Advisors
North Carolina
$28 +$28 +1 New
Alyeska Investment Group
590
Alyeska Investment Group
Illinois
– -$17.6M -590,982 Closed
DILIC
591
Dai-ichi Life Insurance Company
Japan
– -$9.29M -311,777 Closed
HF
592
HRT Financial
New York
– -$8.8M -295,468 Closed
JFG
593
Jefferies Financial Group
New York
– -$3.34M -112,178 Closed
PE
594
Point72 Europe
United Kingdom
– -$3.07M -103,205 Closed
Point72 Asset Management
595
Point72 Asset Management
Connecticut
– -$1.98M -66,439 Closed
MCM
596
Mork Capital Management
California
– -$942K -31,610 Closed
WMSA
597
Weiss Multi-Strategy Advisers
New York
– -$813K -27,289 Closed
SWM
598
SeaCrest Wealth Management
New York
– -$586K -20,290 Closed
EP
599
Edgestream Partners
New Jersey
– -$555K -18,623 Closed
Nomura Holdings
600
Nomura Holdings
Japan
– -$540K -18,129 Closed
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