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Franklin Resources
BEN

Overview Fund Activity

547 hedge funds and large institutions have $7.6B invested in Franklin Resources in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-21
Holders Change %
-3.7%
% of All Funds
12.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
49
Increased
185
Reduced
215
Closed
65
Calls
$17.7M
Puts
$29.3M
Net Calls
-$11.6M
Net Calls Change
+$774K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$170M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$145M
3
FMI
Fiduciary Management Inc
Wisconsin
+$127M
4
ACM
Abrams Capital Management
Massachusetts
+$60.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$105M
2
HCM
Highfields Capital Management
Massachusetts
-$95.1M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$75.8M
4
BlackRock
BlackRock
New York
-$64.5M
5
SAM
Southeastern Asset Management
Tennessee
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
Baird Financial Group
351
Baird Financial Group
Wisconsin
$388K -$2.07M -68,066 -84%
LMGAM
352
Liberty Mutual Group Asset Management
Massachusetts
$387K – – –
PVWM
353
Point View Wealth Management
New Jersey
$382K +$1.4K +46 +0.4%
CPA
354
Capital Planning Advisors
California
$380K -$119K -3,921 -24%
AIM
355
Anchor Investment Management
South Carolina
$377K -$1.83K -60 -0.5%
SPC
356
Sigma Planning Corp
Michigan
$377K +$67.6K +2,221 +22%
TI
357
Trexquant Investment
Connecticut
$369K +$369K +12,150 New
EWM
358
Evercore Wealth Management
New York
$367K +$22.8K +750 +7%
GWM
359
Geneos Wealth Management
Colorado
$364K – – –
Citadel Advisors
360
Citadel Advisors
Florida
$362K -$1.34M -44,226 -79%
LP
361
LMR Partners
United Kingdom
$360K +$360K +11,852 New
EP
362
Edgestream Partners
New Jersey
$356K -$1.72M -56,394 -83%
CEP
363
Chicago Equity Partners
Illinois
$348K +$129K +4,230 +59%
ZCA
364
Zeke Capital Advisors
Pennsylvania
$345K +$345K +11,357 New
RSVP
365
Ramsay Stattman Vela & Price
Colorado
$344K – – –
Creative Planning
366
Creative Planning
Kansas
$338K -$45.8K -1,505 -12%
BFO
367
Biltmore Family Office
North Carolina
$331K – – –
SF
368
Synovus Financial
Georgia
$330K -$14.3K -468 -4%
AMI
369
Amica Mutual Insurance
Rhode Island
$330K – – –
LCM
370
Landscape Capital Management
New Jersey
$329K +$329K +10,817 New
FCBT
371
First Citizens Bank & Trust
North Carolina
$328K -$3.29K -108 -1%
GIM
372
Grassi Investment Management
California
$328K – – –
Daiwa Securities Group
373
Daiwa Securities Group
Japan
$328K +$7.3K +240 +2%
SIA
374
Sit Investment Associates
Minnesota
$325K – – –
Qube Research & Technologies (QRT)
375
Qube Research & Technologies (QRT)
United Kingdom
$324K +$324K +10,649 New
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15
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