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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 %
QSS
376
Quantitative Systematic Strategies
Florida
$294K +$294K +9,900 New
CCM
377
Cadence Capital Management
Massachusetts
$290K -$1.15M -38,758 -80%
APFBOT
378
Amica Pension Fund Board of Trustees
Rhode Island
$290K – – –
LTFS
379
Ladenburg Thalmann Financial Services
Florida
$286K +$33.7K +1,135 +13%
Mirae Asset Global Investments
380
Mirae Asset Global Investments
South Korea
$285K -$7.64K -258 -3%
ACP
381
Ashfield Capital Partners
California
$283K – – –
RWA
382
Ropes Wealth Advisors
Massachusetts
$282K -$17.8K -600 -6%
SB
383
Suntrust Banks
Georgia
$282K +$26.6K +897 +10%
KA
384
Kintegral Advisory
New York
$279K +$279K +9,339 New
Neuberger Berman Group
385
Neuberger Berman Group
New York
$276K – – –
FCBT
386
First Citizens Bank & Trust
North Carolina
$275K -$44.5K -1,500 -14%
SRIM
387
Saratoga Research & Investment Management
California
$273K +$11.3K +380 +4%
OWA
388
One Wealth Advisors
California
$273K +$273K +9,218 New
FA
389
FDx Advisors
Illinois
$272K +$272K +9,184 New
TCM
390
Teza Capital Management
Illinois
$266K -$161K -5,437 -38%
Two Sigma Investments
391
Two Sigma Investments
New York
$265K -$1.05M -35,622 -80%
MFBTD
392
MB Financial Bank - Trust Department
Illinois
$264K -$2.65M -89,303 -91%
CI
393
Cigna Investments
Connecticut
$262K -$9.5K -321 -4%
BLAM
394
Bourne Lent Asset Management
New York
$262K – – –
DSAM
395
Dock Street Asset Management
Florida
$262K – – –
BBA
396
BLB&B Advisors
Pennsylvania
$261K -$38.8K -1,307 -13%
BUB
397
BBVA USA Bancshares
Texas
$256K -$1.45M -48,828 -85%
LFASL
398
Lugano Financial Advisors SA (LFA)
Switzerland
$255K – – –
OAM
399
Occidental Asset Management
California
$255K +$32.5K +1,095 +15%
SW
400
SVB Wealth
Massachusetts
$249K +$416 +14 +0.2%
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16
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