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 %
Kayne Anderson Rudnick Investment Management
351
Kayne Anderson Rudnick Investment Management
California
$385K – – –
Daiwa Securities Group
352
Daiwa Securities Group
Japan
$380K – – –
FA
353
FDx Advisors
Illinois
$377K +$72.7K +2,195 +24%
FIB
354
First Interstate Bank
Montana
$374K -$31.6K -955 -8%
RSVP
355
Ramsay Stattman Vela & Price
Colorado
$374K – – –
National Pension Service
356
National Pension Service
South Korea
$373K – – –
FHB
357
First Hawaiian Bank
Hawaii
$373K +$136K +4,095 +57%
AIM
358
Anchor Investment Management
South Carolina
$363K +$3.61K +109 +1%
BS
359
Boenning & Scattergood
Pennsylvania
$360K +$11.6K +350 +3%
PVWM
360
Point View Wealth Management
New Jersey
$359K -$29.4K -886 -8%
AMI
361
Amica Mutual Insurance
Rhode Island
$359K – – –
GIM
362
Grassi Investment Management
California
$358K – – –
SF
363
Synovus Financial
Georgia
$356K +$2.27K +69 +0.6%
SWA
364
Stratos Wealth Advisors
Ohio
$353K +$2.99K +90 +0.9%
HKAM
365
Horizon Kinetics Asset Management
New York
$350K +$350K +10,563 New
BFA
366
Bragg Financial Advisors
North Carolina
$341K – – –
LTFS
367
Ladenburg Thalmann Financial Services
Florida
$338K +$17.7K +532 +6%
VCA
368
Verdence Capital Advisors
Maryland
$333K +$333K +10,049 New
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$329K +$329K +9,940 New
ACP
370
Ashfield Capital Partners
California
$316K – – –
OWA
371
One Wealth Advisors
California
$315K +$9.54K +288 +3%
LA
372
LVW Advisors
New York
$312K +$312K +9,416 New
RWA
373
Ropes Wealth Advisors
Massachusetts
$308K -$6.62K -200 -2%
FCBT
374
First Citizens Bank & Trust
North Carolina
$307K – – –
BBA
375
BLB&B Advisors
Pennsylvania
$307K +$15.7K +475 +5%
13 14
15
16 17