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Franklin Resources
BEN

Overview Fund Activity

514 hedge funds and large institutions have $5.76B invested in Franklin Resources in 2020 Q4 according to their latest regulatory filings, with 90 funds opening new positions, 158 increasing their positions, 188 reducing their positions, and 53 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
+32
Holders Change %
+6.64%
% of All Funds
9.12%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
90
Increased
158
Reduced
188
Closed
53
Calls
$26M
Puts
$25.7M
Net Calls
+$247K
Net Calls Change
+$12.5M

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$198M
2
Vanguard Group
Vanguard Group
Pennsylvania
$787M
3
Morgan Stanley
Morgan Stanley
New York
$58.6M
4
Citadel Advisors
Citadel Advisors
Florida
$55.9M
5
Schroder Investment Management Group
Schroder Investment Management Group
United Kingdom
$31.2M

Top Sellers

1
ACM
Abrams Capital Management
Massachusetts
$0
2
BlackRock
BlackRock
New York
$669M
3
PP
Prudential plc
United Kingdom
$60M
4
Two Sigma Investments
Two Sigma Investments
New York
$6.88M
5
AQR Capital Management
AQR Capital Management
Connecticut
$6.18M
Name Holding Trade Value Shares
Change 		Shares
Change %
PI
251
PEAK6 Investments
Illinois
$875K -$1.57M -62,805 -64%
SIS
252
Sound Income Strategies
Florida
$872K +$869K +34,783 +31,911%
MOACM
253
Mutual of America Capital Management
New York
$864K -$8.67K -347 -1%
CICI
254
Capital Investment Counsel Inc
North Carolina
$861K -$34.4K -1,375 -4%
AIL
255
AGF Investments LLC
Ontario, Canada
$853K -$756K -30,277 -47%
NISOA
256
National Investment Services of America
Wisconsin
$852K -$1.11M -44,285 -57%
COPPSERS
257
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$851K +$232K +9,263 +37%
EGM
258
Engineers Gate Manager
New York
$838K +$838K +33,549 New
Truist Financial
259
Truist Financial
North Carolina
$834K -$317K -12,683 -28%
NAM
260
Nissay Asset Management
Japan
$830K +$14.4K +578 +2%
OPCM
261
Osborne Partners Capital Management
California
$825K +$825K +33,000 New
Wealthfront Advisers
262
Wealthfront Advisers
California
$824K +$82.6K +3,308 +11%
S
263
Seeyond
France
$821K -$374K -14,984 -31%
CIBC Asset Management
264
CIBC Asset Management
Ontario, Canada
$816K – – –
MAP
265
Moody Aldrich Partners
Massachusetts
$803K – – –
PHK
266
Point72 Hong Kong
Hong Kong
$773K +$188K +7,530 +32%
LFS
267
Legacy Financial Strategies
Kansas
$764K -$338K -13,543 -31%
OAM
268
Oppenheimer Asset Management
New York
$753K +$100K +4,000 +15%
BBHC
269
Brown Brothers Harriman & Co
New York
$739K +$11.7K +468 +2%
TC
270
Trilogy Capital
California
$732K -$1.1K -44 -0.1%
BAM
271
Burgundy Asset Management
Ontario, Canada
$686K – – –
Teacher Retirement System of Texas
272
Teacher Retirement System of Texas
Texas
$681K +$254K +10,161 +59%
Fayez Sarofim & Co
273
Fayez Sarofim & Co
Texas
$671K – – –
PP
274
Paloma Partners
Connecticut
$662K -$1.01M -40,339 -60%
FP
275
Factorial Partners
New York
$660K -$292K -11,700 -31%
9 10
11
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