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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 %
SCI
151
S&CO Inc
Massachusetts
$2.14M – – –
PCM
152
Prana Capital Management
Connecticut
$2.1M -$5.11M -191,414 -71%
Fidelity Investments
153
Fidelity Investments
Massachusetts
$2.08M -$7.02M -262,980 -77%
GT
154
Glenmede Trust
Pennsylvania
$2.07M – – –
AIG
155
American International Group
New York
$2.06M -$3.18K -119 -0.2%
BFEC
156
Benjamin F. Edwards & Company
Missouri
$2.05M +$69.6K +2,606 +4%
TD Asset Management
157
TD Asset Management
Ontario, Canada
$2.04M -$55.6K -2,082 -3%
WWM
158
Wagner Wealth Management
South Carolina
$2.02M -$255K -9,550 -11%
Aberdeen Group
159
Aberdeen Group
United Kingdom
$2.01M -$201K -7,534 -9%
DekaBank Deutsche Girozentrale
160
DekaBank Deutsche Girozentrale
Germany
$2.01M +$318K +11,838 +19%
BBVA
161
Banco Bilbao Vizcaya Argentaria
Spain
$1.95M -$65K -2,433 -3%
JFG
162
Jefferies Financial Group
New York
$1.94M -$4.08M -152,842 -68%
MIM
163
MetLife Investment Management
New Jersey
$1.93M -$31K -1,161 -2%
AB
164
Amalgamated Bank
New York
$1.93M -$38.1K -1,425 -2%
WIS
165
Wright Investors Service
Connecticut
$1.92M -$192K -7,187 -9%
TPWM
166
Twelve Points Wealth Management
Massachusetts
$1.9M +$180K +6,728 +10%
DnB Asset Management
167
DnB Asset Management
Norway
$1.83M – – –
II
168
IFM Investors
Australia
$1.79M +$33.8K +1,265 +2%
TPSF
169
Texas Permanent School Fund
Texas
$1.79M +$198K +7,412 +12%
BOSSRA
170
B.O.S.S. Retirement Advisors
Utah
$1.79M -$173K -6,478 -9%
GFA
171
Gifford Fong Associates
California
$1.75M +$668K +25,000 +62%
Retirement Systems of Alabama
172
Retirement Systems of Alabama
Alabama
$1.73M -$519K -19,415 -23%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$1.73M -$83.5K -3,127 -5%
OPERF
174
Oregon Public Employees Retirement Fund
Oregon
$1.73M -$159K -5,946 -8%
Public Sector Pension Investment Board (PSP Investments)
175
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$1.71M -$110K -4,102 -6%
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