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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.

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

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
GT
Glenmede Trust
Pennsylvania
$2.36M
3
APG Asset Management
APG Asset Management
Netherlands
$850K
4
National Bank of Canada
National Bank of Canada
Quebec, Canada
$219K
5
PI
PEAK6 Investments
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CB
126
Commerce Bank
Missouri
$3.16M -$195K -7,392 -6%
AFG
127
American Financial Group
Ohio
$3.14M – – –
KFP
128
Keystone Financial Planning
Ohio
$3.09M -$8.39K -318 -0.3%
PCM
129
Poehling Capital Management
Wisconsin
$3.04M +$76.4K +2,898 +3%
Nisa Investment Advisors
130
Nisa Investment Advisors
Missouri
$2.97M +$109K +4,131 +4%
AAM
131
Auxier Asset Management
Oregon
$2.93M -$493K -18,700 -14%
Rafferty Asset Management
132
Rafferty Asset Management
New York
$2.88M -$127K -4,813 -4%
FCH
133
Freestone Capital Holdings
Washington
$2.87M -$641K -24,281 -18%
Susquehanna International Group
134
Susquehanna International Group
Pennsylvania
$2.8M +$174K +6,606 +7%
WorldQuant Millennium Advisors
135
WorldQuant Millennium Advisors
New York
$2.75M +$2.75M +104,057 New
UIM
136
USS Investment Management
United Kingdom
$2.72M +$1.31M +49,609 +93%
VOYA Investment Management
137
VOYA Investment Management
Georgia
$2.69M -$1.14M -43,198 -30%
SCP
138
Stamos Capital Partners
California
$2.68M +$1.84M +69,750 +220%
GF
139
Gries Financial
Ohio
$2.64M +$869K +32,964 +49%
UA
140
Unison Advisors
District of Columbia
$2.62M +$33.6K +1,261 +1%
KC
141
Kinloch Capital
Virginia
$2.61M +$93.6K +3,547 +4%
FAF
142
Fjarde Ap-fonden
Sweden
$2.55M -$1.13M -42,900 -31%
O
143
Ossiam
France
$2.54M +$2.42M +91,803 +2,108%
APF
144
Alaska Permanent Fund
Alaska
$2.52M – – –
AIA
145
AIMZ Investment Advisors
California
$2.52M -$179K -6,776 -7%
AB
146
Amalgamated Bank
New York
$2.51M +$627K +23,760 +33%
Russell Investments Group
147
Russell Investments Group
United Kingdom
$2.49M -$477K -17,946 -16%
AL
148
Arnhold LLC
New York
$2.49M – – –
Zurich Cantonal Bank
149
Zurich Cantonal Bank
Switzerland
$2.42M -$306K -11,615 -11%
DnB Asset Management
150
DnB Asset Management
Norway
$2.4M -$76.1K -2,883 -3%
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