BEN icon

Franklin Resources
BEN

Overview Fund Activity

549 hedge funds and large institutions have $6.2B invested in Franklin Resources in 2022 Q4 according to their latest regulatory filings, with 86 funds opening new positions, 209 increasing their positions, 174 reducing their positions, and 56 closing their positions.

Holders
549
Holders Change
+24
Holders Change %
+4.57%
% of All Funds
8.86%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.06%
New
86
Increased
209
Reduced
174
Closed
56
Calls
$36.7M
Puts
$33.3M
Net Calls
+$3.46M
Net Calls Change
-$1.62M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$475M
2
State Street
2
State Street
Massachusetts
$996M
3
Vanguard Group
3
Vanguard Group
Pennsylvania
$912M
4
Invesco
4
Invesco
Georgia
$184M
5
ProShare Advisors
5
ProShare Advisors
Maryland
$191M

Top Sellers

1
Balyasny Asset Management
1
Balyasny Asset Management
Illinois
$0
2
GT
2
Glenmede Trust
Pennsylvania
$2.36M
3
APG Asset Management
3
APG Asset Management
Netherlands
$850K
4
National Bank of Canada
4
National Bank of Canada
Quebec, Canada
$219K
5
PI
5
PEAK6 Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIS
76
Sound Income Strategies
Florida
$7.64M +$836K +31,692 +12%
Adage Capital Partners
77
Adage Capital Partners
Massachusetts
$7.62M -$10.6K -400 -0.1%
CPO
78
Cerity Partners OCIO
New York
$7.55M +$567K +21,486 +8%
Cetera Investment Advisers
79
Cetera Investment Advisers
Illinois
$7.4M -$4.41K -167 -0.1%
Wells Fargo
80
Wells Fargo
California
$7.22M -$939K -35,607 -12%
Ameriprise
81
Ameriprise
Minnesota
$6.73M -$46.2K -1,748 -0.7%
Manulife (Manufacturers Life Insurance)
82
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$6.7M +$369K +13,991 +6%
BMCM
83
Bryn Mawr Capital Management
Pennsylvania
$6.62M +$6.62M +250,786 New
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$6.59M +$2.06M +77,876 +45%
CCG
85
Chatham Capital Group
Georgia
$6.55M – – –
Robeco Institutional Asset Management
86
Robeco Institutional Asset Management
Netherlands
$6.35M -$1.76M -66,745 -22%
CB
87
Cadence Bank
Mississippi
$6.03M +$16.3K +619 +0.3%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
88
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$5.91M +$3.34M +126,484 +130%
KBC Group
89
KBC Group
Belgium
$5.91M +$1.72M +65,387 +41%
Mitsubishi UFJ Trust & Banking
90
Mitsubishi UFJ Trust & Banking
Japan
$5.9M -$539K -20,448 -8%
GAM
91
Gotham Asset Management
New York
$5.58M -$1.5M -56,775 -21%
PCM
92
Prana Capital Management
Connecticut
$5.12M +$5.12M +194,232 New
BA
93
Bridgewater Associates
Connecticut
$4.97M +$1.71M +64,647 +52%
EAM
94
Erste Asset Management
Austria
$4.87M – – –
Holocene Advisors
95
Holocene Advisors
New York
$4.53M +$3.49M +132,439 +338%
Stifel Financial
96
Stifel Financial
Missouri
$4.48M +$1.11M +42,032 +33%
UCI
97
Uncommon Cents Investing
Wisconsin
$4.45M -$38.6K -1,465 -0.9%
FRAF
98
Första AP-fonden
Sweden
$4.45M +$810K +30,700 +22%
Chevy Chase Trust
99
Chevy Chase Trust
Maryland
$4.33M -$274K -10,371 -6%
State of New Jersey Common Pension Fund D
100
State of New Jersey Common Pension Fund D
New Jersey
$4.27M – – –
2 3
4
5 6