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Franklin Resources
BEN

Overview Fund Activity

559 hedge funds and large institutions have $6.61B invested in Franklin Resources in 2023 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 194 increasing their positions, 193 reducing their positions, and 56 closing their positions.

Holders
559
Holders Change
+27
Holders Change %
+5.08%
% of All Funds
8.2%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.07%
New
90
Increased
194
Reduced
193
Closed
56
Calls
$20.5M
Puts
$17.1M
Net Calls
+$3.41M
Net Calls Change
-$1.33M

Top Buyers

1
Capital Research Global Investors
1
Capital Research Global Investors
California
$794M
2
Morgan Stanley
2
Morgan Stanley
New York
$236M
3
ProShare Advisors
3
ProShare Advisors
Maryland
$211M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$116M
5
BlackRock
5
BlackRock
New York
$879M

Top Sellers

1
CCP
1
Clarkston Capital Partners
Michigan
$31.2M
2
Vanguard Group
2
Vanguard Group
Pennsylvania
$962M
3
Amundi
3
Amundi
France
$106M
4
RJA
4
Raymond James & Associates
Florida
$2.47M
5
D.E. Shaw & Co
5
D.E. Shaw & Co
New York
$3.38M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
126
ExodusPoint Capital Management
New York
$3.86M +$43.4K +1,458 +1%
SAI
127
Systematic Alpha Investments
New Jersey
$3.76M – – –
Stifel Financial
128
Stifel Financial
Missouri
$3.72M -$132K -4,423 -3%
Aberdeen Group
129
Aberdeen Group
United Kingdom
$3.6M +$1.46M +49,095 +68%
AFG
130
American Financial Group
Ohio
$3.55M – – –
KFP
131
Keystone Financial Planning
Ohio
$3.55M – – –
CB
132
Commerce Bank
Missouri
$3.52M -$31.8K -1,068 -0.9%
Asset Management One
133
Asset Management One
Japan
$3.49M +$49.2K +1,638 +1%
Rafferty Asset Management
134
Rafferty Asset Management
New York
$3.44M +$149K +5,017 +5%
D.E. Shaw & Co
135
D.E. Shaw & Co
New York
$3.38M -$21.7M -729,484 -87%
JFG
136
Jefferies Financial Group
New York
$3.34M +$3M +100,578 +867%
UIM
137
USS Investment Management
United Kingdom
$3.32M +$188K +6,303 +6%
CSS
138
Cubist Systematic Strategies
Connecticut
$3.31M -$5.45M -183,078 -62%
PCM
139
Poehling Capital Management
Wisconsin
$3.3M -$28K -940 -0.8%
KC
140
Kinloch Capital
Virginia
$3.25M -$248K -8,320 -7%
PE
141
Point72 Europe
United Kingdom
$3.07M +$3.07M +103,205 New
Royal London Asset Management
142
Royal London Asset Management
United Kingdom
$3.06M – – –
UA
143
Unison Advisors
District of Columbia
$3.05M +$39.3K +1,319 +1%
Nisa Investment Advisors
144
Nisa Investment Advisors
Missouri
$3.03M -$11.9M -401,031 -80%
LPL Financial
145
LPL Financial
California
$2.92M -$64.1K -2,151 -2%
SPS
146
Susquehanna Portfolio Strategies
Pennsylvania
$2.9M +$2.9M +97,509 New
VOYA Investment Management
147
VOYA Investment Management
Georgia
$2.78M -$283K -9,504 -9%
ARA
148
Alexander Randolph Advisory
Virginia
$2.76M +$2.76M +92,761 New
AIA
149
AIMZ Investment Advisors
California
$2.74M -$58.9K -1,977 -2%
Two Sigma Investments
150
Two Sigma Investments
New York
$2.7M -$1.64M -55,200 -38%
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