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Franklin Resources

516 hedge funds and large institutions have $6.27B invested in Franklin Resources in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 159 increasing their positions, 207 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-10
Holders Change %
-1.9%
% of All Funds
10.19%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
67
Increased
159
Reduced
207
Closed
66
Calls
$16.6M
Puts
$30.2M
Net Calls
-$13.5M
Net Calls Change
-$1.54M
Name Holding Trade Value Shares
Change
Shares
Change %
WB
351
WesBanco Bank
West Virginia
$299K -$4.52K -174 -1%
RSVP
352
Ramsay Stattman Vela & Price
Colorado
$293K
HKAM
353
Horizon Kinetics Asset Management
New York
$292K +$7.14K +275 +3%
I2I
354
Insight 2811 Inc
Illinois
$291K -$52K -2,000 -15%
GIM
355
Grassi Investment Management
California
$281K
NMIMC
356
Northwestern Mutual Investment Management Company
Wisconsin
$281K +$2.44K +94 +0.9%
FIB
357
First Interstate Bank
Montana
$280K
AIM
358
Anchor Investment Management
South Carolina
$272K -$18K -694 -6%
AIA
359
Angeles Investment Advisors
California
$269K
BJL
360
Brighton Jones LLC
Washington
$260K +$260K +10,014 New
AC
361
Allstate Corporation
Illinois
$256K +$2.65K +102 +1%
IPW
362
Inlet Private Wealth
Florida
$249K -$90.8K -3,500 -27%
KWM
363
Kingsview Wealth Management
Oregon
$248K +$248K +9,548 New
Fifth Third Bancorp
364
Fifth Third Bancorp
Ohio
$247K -$20.1K -774 -8%
WAM
365
Weiss Asset Management
Massachusetts
$246K
BBA
366
BLB&B Advisors
Pennsylvania
$244K -$69.6K -2,675 -22%
RG
367
Rikoon Group
New Mexico
$244K +$244K +9,300 New
EWM
368
Evercore Wealth Management
New York
$242K -$37.1K -1,425 -13%
Mercer Global Advisors
369
Mercer Global Advisors
Colorado
$241K -$92K -3,541 -28%
M&T Bank
370
M&T Bank
New York
$238K -$118K -4,534 -33%
FMBTD
371
First Midwest Bank Trust Division
Illinois
$238K -$29.4K -1,131 -11%
BS
372
Boenning & Scattergood
Pennsylvania
$234K -$29.2K -1,125 -11%
RWA
373
Ropes Wealth Advisors
Massachusetts
$234K -$7.8K -300 -3%
RB
374
Rodgers Brothers
Pennsylvania
$230K +$230K +8,850 New
Neuberger Berman Group
375
Neuberger Berman Group
New York
$229K -$702 -27 -0.3%