BEN icon

Franklin Resources
BEN

Overview Fund Activity

556 hedge funds and large institutions have $8.22B invested in Franklin Resources in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 201 increasing their positions, 186 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
–
Holders Change %
0%
% of All Funds
12.05%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
66
Increased
201
Reduced
186
Closed
63
Calls
$44.9M
Puts
$8.44M
Net Calls
+$36.5M
Net Calls Change
+$31.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$47.8M
2
Charles Schwab
Charles Schwab
California
+$32.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$28.9M
4
JCM
Junto Capital Management
New York
+$28.8M
5
APG Asset Management
APG Asset Management
Netherlands
+$22.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$183M
2
HCM
Highfields Capital Management
Massachusetts
-$71.5M
3
Morgan Stanley
Morgan Stanley
New York
-$31.7M
4
SCM
Shelton Capital Management
Colorado
-$30.7M
5
KP
Kiltearn Partners
United Kingdom
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
326
M&T Bank
New York
$503K -$59.4K -1,795 -11%
LFA
327
Legacy Financial Advisors
Kentucky
$502K +$9.79K +295 +2%
WF
328
Welch & Forbes
Massachusetts
$497K – – –
AC
329
Abbrea Capital
California
$483K – – –
AIM
330
Axiom Investment Management
New York
$479K +$77.3K +2,337 +19%
Cambridge Investment Research Advisors
331
Cambridge Investment Research Advisors
Iowa
$467K +$62.9K +1,898 +16%
ERSOT
332
Employees Retirement System of Texas
Texas
$464K -$1.09M -33,000 -70%
Thrivent Financial for Lutherans
333
Thrivent Financial for Lutherans
Minnesota
$462K – – –
RI
334
Ridgewood Investments
New Jersey
$462K +$7.72K +233 +2%
MAFM
335
Mid Atlantic Financial Management
Pennsylvania
$454K +$14K +421 +3%
Renaissance Technologies
336
Renaissance Technologies
New York
$447K +$43K +1,300 +11%
BTW
337
Boston Trust Walden
Massachusetts
$442K – – –
WS
338
Wedbush Securities
California
$434K +$44K +1,328 +11%
CIC
339
Chilton Investment Company
Connecticut
$433K – – –
Macquarie Group
340
Macquarie Group
Australia
$431K -$86.2K -2,600 -17%
EWM
341
Evercore Wealth Management
New York
$428K -$8.29K -250 -2%
KRS
342
Kentucky Retirement Systems
Kentucky
$428K -$828 -25 -0.2%
EOJOAM
343
E. Ohman J:or Asset Management
Sweden
$414K -$56.3K -1,700 -12%
GWM
344
Geneos Wealth Management
Colorado
$405K – – –
GIA
345
Gateway Investment Advisers
Ohio
$398K -$12K -363 -3%
WB
346
WesBanco Bank
West Virginia
$397K -$118K -3,550 -23%
TRCT
347
Tower Research Capital (TRC)
New York
$392K +$290K +8,774 +285%
BFO
348
Biltmore Family Office
North Carolina
$388K – – –
Assenagon Asset Management
349
Assenagon Asset Management
Luxembourg
$388K +$13.3K +400 +4%
TG
350
TCW Group
California
$388K +$388K +11,700 New
12 13
14
15 16