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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 %
AC
326
Abbrea Capital
California
$433K – – –
JG
327
Jefferies Group
New York
$427K -$267K -9,000 -38%
EOJOAM
328
E. Ohman J:or Asset Management
Sweden
$421K – – –
EMG
329
Ellington Management Group
Connecticut
$418K +$418K +14,100 New
RI
330
Ridgewood Investments
New Jersey
$417K – – –
NHC
331
Nicholas Hoffman & Company
Georgia
$413K -$6.91K -233 -2%
Thrivent Financial for Lutherans
332
Thrivent Financial for Lutherans
Minnesota
$413K +$7.26K +245 +2%
LFS
333
Legacy Financial Strategies
Kansas
$412K -$63.6K -2,145 -13%
P
334
Pitcairn
Pennsylvania
$407K +$407K +13,729 New
BTW
335
Boston Trust Walden
Massachusetts
$395K – – –
MAFM
336
Mid Atlantic Financial Management
Pennsylvania
$394K +$394K +13,274 New
EWM
337
Evercore Wealth Management
New York
$390K +$32.3K +1,089 +9%
CIC
338
Chilton Investment Company
Connecticut
$387K -$464K -15,646 -55%
Allianz Asset Management
339
Allianz Asset Management
Germany
$387K +$387K +13,038 New
KRS
340
Kentucky Retirement Systems
Kentucky
$384K -$2.17K -73 -0.6%
NICM
341
Neo Ivy Capital Management
New York
$371K +$371K +12,492 New
BPCE
342
Bank Pictet & Cie (Europe)
Germany
$367K -$127K -4,300 -26%
GIA
343
Gateway Investment Advisers
Ohio
$367K -$39.2K -1,319 -10%
FIB
344
First Interstate Bank
Montana
$363K +$363K +12,253 New
Renaissance Technologies
345
Renaissance Technologies
New York
$362K -$35M -1,178,000 -99%
Cambridge Investment Research Advisors
346
Cambridge Investment Research Advisors
Iowa
$362K -$21.2K -713 -6%
AIM
347
Axiom Investment Management
New York
$360K +$360K +12,140 New
GWM
348
Geneos Wealth Management
Colorado
$356K +$7.25K +249 +2%
National Pension Service
349
National Pension Service
South Korea
$356K +$246K +7,777 +224%
WS
350
Wedbush Securities
California
$349K +$349K +11,777 New
12 13
14
15 16