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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 %
SAG
601
SageView Advisory Group
California
– -$473K -17,438 Closed
PI
602
PEAK6 Investments
Illinois
– -$516K -17,327 Closed
II
603
Inspire Investing
Idaho
– -$447K -14,994 Closed
BFG
604
Beacon Financial Group
Texas
– -$433K -14,527 Closed
AC
605
Abbrea Capital
California
– -$431K -14,475 Closed
PRI
606
Prepared Retirement Institute
Pennsylvania
– -$423K -14,193 Closed
CAPTRUST Financial Advisors
607
CAPTRUST Financial Advisors
North Carolina
– -$413K -13,865 Closed
GF
608
Gabelli Funds
New York
– -$386K -12,948 Closed
CC
609
Corton Capital
Ontario, Canada
– -$278K -9,320 Closed
LCM
610
Landscape Capital Management
New Jersey
– -$255K -8,556 Closed
SIA
611
Soltis Investment Advisors
Utah
– -$247K -8,292 Closed
PMEF
612
Point72 Middle East FZE
United Arab Emirates
– -$245K -8,235 Closed
GS
613
GTS Securities
New York
– -$242K -8,140 Closed
PCC
614
Park Circle Company
Maryland
– -$239K -8,038 Closed
RJT
615
Raymond James Trust
Florida
– -$231K -7,768 Closed
FIM
616
Freedom Investment Management
Connecticut
– -$226K -7,572 Closed
CIA
617
Concurrent Investment Advisors
Florida
– -$224K -7,519 Closed
WPC
618
Wedmont Private Capital
Pennsylvania
– -$209K -7,119 Closed
PGFC
619
Peapack-Gladstone Financial Corp
New Jersey
– -$211K -7,110 Closed
RWP
620
RWA Wealth Partners
Massachusetts
– -$210K -7,051 Closed
BB
621
Burford Brothers
Texas
– -$207K -6,950 Closed
FNBOO
622
First National Bank of Omaha
Nebraska
– -$206K -6,900 Closed
BFG
623
Bleakley Financial Group
New Jersey
– -$203K -6,811 Closed
MM
624
MQS Management
New York
– -$202K -6,765 Closed
RI
625
Ridgewood Investments
New Jersey
– -$202K -6,765 Closed
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