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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 %
AP
401
Advisor Partners
California
$249K +$249K +8,379 New
AF
402
Allworth Financial
California
$242K – – –
FC
403
Ferris Capital
Massachusetts
$242K – – –
GAM
404
Guinness Asset Management
United Kingdom
$238K – – –
BAM
405
Blueshift Asset Management
New Jersey
$236K +$236K +7,971 New
Fifth Third Bancorp
406
Fifth Third Bancorp
Ohio
$231K +$13.1K +441 +6%
CAN
407
Cetera Advisor Networks
California
$230K -$46.6K -1,563 -17%
Nuveen Asset Management
408
Nuveen Asset Management
Illinois
$228K +$4.84K +163 +2%
MML Investors Services
409
MML Investors Services
Massachusetts
$226K +$226K +7,619 New
ECM
410
Everence Capital Management
Indiana
$224K – – –
WJA
411
Williams Jones & Associates
New York
$222K +$13.3K +450 +6%
SM
412
SG3 Management
Puerto Rico
$222K +$222K +7,500 New
CS
413
Cannell & Spears
New York
$221K – – –
PW
414
Price Wealth
Texas
$220K – – –
JAM
415
Jolley Asset Management
North Carolina
$219K -$3.83M -129,285 -95%
CBU
416
CIBC Bank USA
Illinois
$218K – – –
CTC
417
Central Trust Company
Missouri
$217K -$13.5K -455 -6%
BC
418
Burney Company
Virginia
$216K -$22.3K -749 -9%
PCM
419
Poehling Capital Management
Wisconsin
$214K -$170K -5,735 -44%
FHB
420
First Hawaiian Bank
Hawaii
$213K -$94.2K -3,170 -31%
RCA
421
Rowland Carmichael Advisors
Arizona
$210K -$61K -2,055 -22%
V
422
Veritable
Delaware
$209K +$209K +7,042 New
UCFA
423
United Capital Financial Advisors
Texas
$209K +$209K +7,046 New
CG
424
Cutler Group
California
$207K +$145K +4,889 +232%
Group One Trading
425
Group One Trading
Illinois
$205K -$1.02M -34,607 -83%
15 16
17
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