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Franklin Resources
BEN

Overview Fund Activity

556 hedge funds and large institutions have $7.37B invested in Franklin Resources in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 235 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.41%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
80
Increased
160
Reduced
235
Closed
66
Calls
$37M
Puts
$31.7M
Net Calls
+$5.29M
Net Calls Change
+$16.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$167M
2
LCOV
London Company of Virginia
Virginia
+$108M
3
State Street
State Street
Massachusetts
+$42.9M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
+$20.6M
5
SCM
Shelton Capital Management
Colorado
+$20.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$61M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$52.5M
3
HCM
Highfields Capital Management
Massachusetts
-$45.7M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$40.2M
5
Renaissance Technologies
Renaissance Technologies
New York
-$35M
Name Holding Trade Value Shares
Change 		Shares
Change %
ISL
276
Ingalls & Snyder LLC
New York
$751K +$11.1K +375 +2%
SAM
277
Shell Asset Management
Netherlands
$750K – – –
WAM
278
World Asset Management
Michigan
$740K -$45.8K -1,546 -6%
BPCA
279
Bank Pictet & Cie (Asia)
Singapore
$737K – – –
NAM
280
Nissay Asset Management
Japan
$735K +$12.8K +432 +2%
CIBC World Market
281
CIBC World Market
Ontario, Canada
$729K +$498K +16,774 +215%
O
282
OppenheimerFunds
New York
$718K -$188K -6,341 -21%
WTC
283
WhitTier Trust Company
Nevada
$718K – – –
Natixis Advisors
284
Natixis Advisors
Massachusetts
$717K -$138K -4,640 -16%
AC
285
Allstate Corporation
Illinois
$709K +$709K +23,913 New
BCM
286
BlueCrest Capital Management
Jersey
$696K +$311K +10,489 +81%
NB
287
Norinchukin Bank
Japan
$691K +$49.3K +1,660 +8%
HF
288
HRT Financial
New York
$684K +$684K +23,083 New
JFGIW
289
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$677K +$677K +22,812 New
FNFDCM
290
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$675K -$13.3K -450 -2%
ZCM
291
Zebra Capital Management
Connecticut
$672K -$50K -1,685 -7%
IA
292
IFG Advisory
Georgia
$663K +$76.7K +2,590 +13%
GWA
293
Guidant Wealth Advisors
Illinois
$647K – – –
GIA
294
GHP Investment Advisors
Colorado
$639K -$577K -19,449 -47%
Federated Hermes
295
Federated Hermes
Pennsylvania
$625K +$39K +1,315 +7%
SMDAM
296
Sumitomo Mitsui DS Asset Management
Japan
$622K -$96.8K -3,267 -13%
LIM
297
Loudon Investment Management
New Hampshire
$619K +$206K +6,945 +50%
SIM
298
Sentry Investment Management
Wisconsin
$614K -$16.1K -543 -3%
HFS
299
HL Financial Services
Kentucky
$606K +$606K +20,444 New
AQR Capital Management
300
AQR Capital Management
Connecticut
$594K -$156K -5,258 -21%
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