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Franklin Resources
BEN

Overview Fund Activity

538 hedge funds and large institutions have $5.27B invested in Franklin Resources in 2022 Q2 according to their latest regulatory filings, with 58 funds opening new positions, 218 increasing their positions, 170 reducing their positions, and 81 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
538
Holders Change
-35
Holders Change %
-6.11%
% of All Funds
9.1%
Holding in Top 10
4
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-20%
% of All Funds
0.07%
New
58
Increased
218
Reduced
170
Closed
81
Calls
$36.8M
Puts
$53.8M
Net Calls
-$17.1M
Net Calls Change
-$15.1M

Top Buyers

1
State Street
1
State Street
Massachusetts
$767M
2
Morgan Stanley
2
Morgan Stanley
New York
$80.5M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$149M
4
BlackRock
4
BlackRock
New York
$693M
5
PI
5
PEAK6 Investments
Illinois
$12.2M

Top Sellers

1
Allianz Asset Management
1
Allianz Asset Management
Germany
$36.4M
2
Qube Research & Technologies (QRT)
2
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Norges Bank
3
Norges Bank
Norway
$30.6M
4
Two Sigma Investments
4
Two Sigma Investments
New York
$0
5
Goldman Sachs
5
Goldman Sachs
New York
$52.7M
Name Holding Trade Value Shares
Change 		Shares
Change %
Envestnet Asset Management
126
Envestnet Asset Management
Illinois
$3.24M +$528K +22,659 +20%
KL
127
KWMG LLC
Kansas
$3.22M +$255K +10,960 +9%
Stifel Financial
128
Stifel Financial
Missouri
$3.17M -$877K -37,643 -22%
AAM
129
Auxier Asset Management
Oregon
$3.03M – – –
FCH
130
Freestone Capital Holdings
Washington
$3.01M -$358K -15,361 -11%
Creative Planning
131
Creative Planning
Kansas
$3.01M +$2.66M +114,022 +761%
TAIM
132
Te Ahumairangi Investment Management
New Zealand
$3M +$15.2K +650 +0.5%
Comerica Bank
133
Comerica Bank
Texas
$2.97M +$352K +13,883 +13%
CB
134
Commerce Bank
Missouri
$2.95M +$16.6K +711 +0.6%
CSS
135
Cubist Systematic Strategies
Connecticut
$2.94M -$3.47M -148,810 -54%
SAI
136
Systematic Alpha Investments
New Jersey
$2.94M – – –
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$2.94M +$580K +24,890 +25%
Treasurer of the State of North Carolina
138
Treasurer of the State of North Carolina
North Carolina
$2.91M +$331K +14,190 +13%
GLA
139
Great Lakes Advisors
Illinois
$2.87M +$2.87M +123,216 New
Squarepoint
140
Squarepoint
New York
$2.86M -$8.01M -343,664 -74%
Asset Management One
141
Asset Management One
Japan
$2.82M -$17.3K -742 -0.6%
Russell Investments Group
142
Russell Investments Group
United Kingdom
$2.81M -$119K -5,115 -4%
AFG
143
American Financial Group
Ohio
$2.78M – – –
KFP
144
Keystone Financial Planning
Ohio
$2.64M -$45K -1,932 -2%
PCM
145
Poehling Capital Management
Wisconsin
$2.63M +$1.25M +53,734 +91%
Osaic Holdings
146
Osaic Holdings
Arizona
$2.62M +$540K +23,048 +26%
American Century Companies
147
American Century Companies
Missouri
$2.53M +$800K +34,323 +46%
Caisse de Depot et Placement du Quebec (CDPQ)
148
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$2.51M +$2.51M +107,660 New
Rafferty Asset Management
149
Rafferty Asset Management
New York
$2.49M -$1.33M -57,188 -35%
AIA
150
AIMZ Investment Advisors
California
$2.41M +$420 +18 +0%
4 5
6
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