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Franklin Resources
BEN

Overview Fund Activity

476 hedge funds and large institutions have $4.07B invested in Franklin Resources in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-40
Holders Change %
-7.75%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
60
Increased
183
Reduced
156
Closed
93
Calls
$7.58M
Puts
$14.9M
Net Calls
-$7.34M
Net Calls Change
+$6.19M

Top Buyers

1
CCP
Clarkston Capital Partners
Michigan
+$115M
2
PP
Prudential plc
United Kingdom
+$58M
3
State Street
State Street
Massachusetts
+$53.6M
4
Invesco
Invesco
Georgia
+$37.7M
5
PPA
Parametric Portfolio Associates
Washington
+$19.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$78.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60M
3
APG Asset Management
APG Asset Management
Netherlands
-$33.7M
4
EIC
Equity Investment Corp
Georgia
-$31M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
AW
376
Alpha Windward
Massachusetts
$56K -$287K -17,340 -84%
SWA
377
Sutton Wealth Advisors
Florida
$50K -$501 -30 -1%
LS
378
Livforsakringsbolaget Skandia
Sweden
$48K – – –
APA
379
American Portfolios Advisors
New York
$48K +$27.6K +1,651 +135%
CIA
380
CSat Investment Advisory
Michigan
$46K +$34 +2 +0.1%
IA
381
IFP Advisors
Florida
$44K -$19.9K -1,064 -31%
Northwestern Mutual Wealth Management
382
Northwestern Mutual Wealth Management
Wisconsin
$44K +$3.17K +191 +8%
QI
383
QS Investors
New York
$42K -$20.3K -1,205 -33%
S
384
SignatureFD
Georgia
$41K +$20.6K +1,223 +101%
Federated Hermes
385
Federated Hermes
Pennsylvania
$37K -$32.1K -1,944 -46%
NIT
386
NumerixS Investment Technologies
British Columbia, Canada
$35K +$35K +2,117 New
GWM
387
Geneos Wealth Management
Colorado
$34K +$21.2K +1,245 +165%
HR
388
Howe & Rusling
New York
$33K -$3.35M -201,585 -99%
RIM
389
Rampart Investment Management
Connecticut
$33K -$23.7K -1,404 -42%
BAM
390
Barrett Asset Management
New York
$33K -$16.5K -1,000 -33%
HPC
391
HM Payson & Co
Maine
$33K – – –
IRC
392
Investors Research Corp
Georgia
$28K – – –
WT
393
Washington Trust
Rhode Island
$25K +$25K +1,505 New
Carson Wealth (CWM LLC)
394
Carson Wealth (CWM LLC)
Nebraska
$24K – – –
BFC
395
Bedel Financial Consulting
Indiana
$24K +$237 +14 +1%
TPCW
396
TD Private Client Wealth
New York
$23.7K +$22.9K +1,370 +2,740%
CAW
397
Cornerstone Advisors (Washington)
Washington
$23K +$5.86K +344 +34%
PCG
398
Private Capital Group
Connecticut
$22K +$12.7K +734 +136%
TPWA
399
TRUE Private Wealth Advisors
Oregon
$21K – – –
CFG
400
Citizens Financial Group
Rhode Island
$21K +$20.4K +1,228 +3,411%
14 15
16
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