BEN icon

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 %
PVWM
351
Point View Wealth Management
New Jersey
$348K -$25.4K -856 -7%
BFO
352
Biltmore Family Office
North Carolina
$347K +$24.2K +810 +8%
Kayne Anderson Rudnick Investment Management
353
Kayne Anderson Rudnick Investment Management
California
$345K -$64K -2,155 -16%
Daiwa Securities Group
354
Daiwa Securities Group
Japan
$340K +$20.7K +700 +6%
FMBTD
355
First Midwest Bank Trust Division
Illinois
$338K -$73K -2,466 -18%
CEP
356
Chicago Equity Partners
Illinois
$337K -$1.78K -60 -0.5%
RSVP
357
Ramsay Stattman Vela & Price
Colorado
$335K – – –
Assenagon Asset Management
358
Assenagon Asset Management
Luxembourg
$335K +$335K +11,300 New
HK
359
Horizon Kinetics
New York
$330K -$49.7K -1,675 -13%
Walleye Trading
360
Walleye Trading
New York
$330K +$247K +8,337 +298%
II
361
Inspire Investing
Idaho
$324K +$10.1K +339 +3%
ACM
362
AlphaCrest Capital Management
New York
$323K +$323K +10,900 New
AMI
363
Amica Mutual Insurance
Rhode Island
$322K – – –
AIM
364
Anchor Investment Management
South Carolina
$322K -$46.2K -1,559 -13%
GIM
365
Grassi Investment Management
California
$320K – – –
SF
366
Synovus Financial
Georgia
$319K – – –
SIA
367
Sit Investment Associates
Minnesota
$317K – – –
SWA
368
Stratos Wealth Advisors
Ohio
$313K +$313K +10,550 New
BS
369
Boenning & Scattergood
Pennsylvania
$311K +$311K +10,500 New
Creative Planning
370
Creative Planning
Kansas
$310K -$19.9K -669 -6%
BFA
371
Bragg Financial Advisors
North Carolina
$305K – – –
QT
372
Quantamental Technologies
New York
$304K +$304K +10,251 New
CPA
373
Capital Planning Advisors
California
$301K -$69.7K -2,352 -19%
HR
374
Hayden Royal
North Carolina
$297K +$297K +10,012 New
SPC
375
Sigma Planning Corp
Michigan
$294K -$73.3K -2,472 -20%
13 14
15
16 17