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Franklin Resources
BEN

Overview Fund Activity

552 hedge funds and large institutions have $6.32B invested in Franklin Resources in 2023 Q1 according to their latest regulatory filings, with 75 funds opening new positions, 194 increasing their positions, 190 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
552
Holders Change
+3
Holders Change %
+0.55%
% of All Funds
8.83%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.05%
New
75
Increased
194
Reduced
190
Closed
63
Calls
$33.4M
Puts
$40.7M
Net Calls
-$7.35M
Net Calls Change
-$10.8M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$602M
2
Balyasny Asset Management
Balyasny Asset Management
Illinois
$55.5M
3
Franklin Resources
Franklin Resources
California
$70M
4
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
$36.4M
5
Millennium Management
Millennium Management
New York
$18.2M

Top Sellers

1
State Street
State Street
Massachusetts
$852M
2
Charles Schwab
Charles Schwab
California
$49.3M
3
ProShare Advisors
ProShare Advisors
Maryland
$156M
4
Invesco
Invesco
Georgia
$167M
5
AQR Capital Management
AQR Capital Management
Connecticut
$4.46M
Name Holding Trade Value Shares
Change 		Shares
Change %
CC
151
Centiva Capital
New York
$2.49M +$2.49M +92,371 New
Russell Investments Group
152
Russell Investments Group
United Kingdom
$2.45M -$43.8K -1,646 -2%
SWA
153
Stratos Wealth Advisors
Ohio
$2.41M +$83.4K +3,096 +4%
SOMRS
154
State of Michigan Retirement System
Michigan
$2.35M +$29.6K +1,100 +1%
ASRS
155
Arizona State Retirement System
Arizona
$2.35M +$67.4K +2,503 +3%
WWM
156
Wagner Wealth Management
South Carolina
$2.3M -$153K -5,683 -6%
TC
157
Trilogy Capital
California
$2.3M +$254K +9,431 +12%
EI
158
Ethic Inc
New York
$2.28M +$174K +6,468 +8%
Retirement Systems of Alabama
159
Retirement Systems of Alabama
Alabama
$2.27M -$181K -6,705 -7%
Royal London Asset Management
160
Royal London Asset Management
United Kingdom
$2.27M +$26K +966 +1%
Aberdeen Group
161
Aberdeen Group
United Kingdom
$2.23M +$3.15K +117 +0.1%
PCM
162
Penserra Capital Management
California
$2.16M +$2.16M +80,067 New
SCI
163
S&CO Inc
Massachusetts
$2.16M – – –
WIS
164
Wright Investors Service
Connecticut
$2.13M +$5.31K +197 +0.3%
TD Asset Management
165
TD Asset Management
Ontario, Canada
$2.12M +$53.7K +1,992 +3%
AIG
166
American International Group
New York
$2.09M +$13.8K +512 +0.7%
GT
167
Glenmede Trust
Pennsylvania
$2.07M -$337K -12,495 -14%
BBVA
168
Banco Bilbao Vizcaya Argentaria
Spain
$2.04M +$68.4K +2,539 +3%
BFEC
169
Benjamin F. Edwards & Company
Missouri
$1.99M -$417K -15,490 -17%
AB
170
Amalgamated Bank
New York
$1.98M -$583K -21,640 -23%
MIM
171
MetLife Investment Management
New Jersey
$1.98M -$16.4K -608 -0.8%
BOSSRA
172
B.O.S.S. Retirement Advisors
Utah
$1.98M +$35K +1,301 +2%
SO
173
STRS Ohio
Ohio
$1.97M +$319K +11,847 +19%
FC
174
FORA Capital
Florida
$1.92M +$1.92M +71,333 New
OPERF
175
Oregon Public Employees Retirement Fund
Oregon
$1.9M -$72.3K -2,684 -4%
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7
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