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Franklin Resources
BEN

Overview Fund Activity

528 hedge funds and large institutions have $6.25B invested in Franklin Resources in 2023 Q2 according to their latest regulatory filings, with 46 funds opening new positions, 170 increasing their positions, 220 reducing their positions, and 68 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
528
Holders Change
-24
Holders Change %
-4.35%
% of All Funds
8.33%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.06%
New
46
Increased
170
Reduced
220
Closed
68
Calls
$27M
Puts
$25.8M
Net Calls
+$1.23M
Net Calls Change
+$8.58M

Top Buyers

1
Amundi
Amundi
France
$135M
2
O
Ossiam
France
$38.5M
3
ProShare Advisors
ProShare Advisors
Maryland
$173M
4
Citadel Advisors
Citadel Advisors
Florida
$25.2M
5
State Street
State Street
Massachusetts
$858M

Top Sellers

1
Franklin Resources
Franklin Resources
California
$22.5M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$0
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$7.39M
4
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC)
Nebraska
$397K
5
Millennium Management
Millennium Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
AFG
126
American Financial Group
Ohio
$3.18M – – –
KFP
127
Keystone Financial Planning
Ohio
$3.18M +$132K +4,934 +4%
Asset Management One
128
Asset Management One
Japan
$3.1M -$81K -3,031 -3%
LPL Financial
129
LPL Financial
California
$3.1M +$175K +6,543 +6%
FCH
130
Freestone Capital Holdings
Washington
$3.02M -$1.98K -74 -0.1%
PCM
131
Poehling Capital Management
Wisconsin
$2.97M -$72.5K -2,716 -2%
Creative Planning
132
Creative Planning
Kansas
$2.95M -$732K -27,402 -20%
AAM
133
Auxier Asset Management
Oregon
$2.93M -$15.7K -587 -0.5%
FAF
134
Fjarde Ap-fonden
Sweden
$2.84M -$128K -4,800 -4%
VOYA Investment Management
135
VOYA Investment Management
Georgia
$2.82M -$52.8K -1,975 -2%
Rafferty Asset Management
136
Rafferty Asset Management
New York
$2.79M -$160K -5,977 -5%
Nisa Investment Advisors
137
Nisa Investment Advisors
Missouri
$2.78M -$119K -4,461 -4%
UIM
138
USS Investment Management
United Kingdom
$2.75M – – –
UA
139
Unison Advisors
District of Columbia
$2.71M +$29.5K +1,093 +1%
TC
140
Trilogy Capital
California
$2.68M +$181K +6,188 +7%
Cerity Partners
141
Cerity Partners
New York
$2.58M +$2.24M +83,882 +665%
AIA
142
AIMZ Investment Advisors
California
$2.52M -$4.81K -180 -0.2%
AL
143
Arnhold LLC
New York
$2.52M – – –
Royal London Asset Management
144
Royal London Asset Management
United Kingdom
$2.49M +$237K +8,872 +11%
Holocene Advisors
145
Holocene Advisors
New York
$2.4M +$1.41M +52,879 +144%
SWA
146
Stratos Wealth Advisors
Ohio
$2.38M -$17.4K -651 -0.7%
SOMRS
147
State of Michigan Retirement System
Michigan
$2.3M -$32.1K -1,200 -1%
ASRS
148
Arizona State Retirement System
Arizona
$2.19M -$139K -5,210 -6%
FRAF
149
Första AP-fonden
Sweden
$2.16M -$5.55M -207,800 -72%
Russell Investments Group
150
Russell Investments Group
United Kingdom
$2.16M -$303K -11,335 -12%
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