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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 %
O
401
Ossiam
France
$19K -$28.2K -1,726 -60%
SC
402
Steph & Co
Wisconsin
$18K – – –
WT
403
Whittier Trust
California
$17K -$20.4K -1,200 -55%
TWA
404
TCI Wealth Advisors
Arizona
$16K +$15.4K +927 +2,649%
BWP
405
Baldwin Wealth Partners
Massachusetts
$15K – – –
MCM
406
Manchester Capital Management
Vermont
$15K – – –
BCWM
407
Bartlett & Co Wealth Management
Ohio
$14.6K -$187 -11 -1%
GRP
408
Global Retirement Partners
California
$14K – – –
BL
409
Balentine LLC
Georgia
$14K +$14K +821 New
BC
410
Bartlett & Co
Ohio
$14K +$14K +862 New
TFS
411
TrustCore Financial Services
Tennessee
$13K – – –
BCA
412
Berman Capital Advisors
Georgia
$12K +$7.66K +486 +177%
Bessemer Group
413
Bessemer Group
New Jersey
$11K -$2.45M -149,875 -100%
AF
414
Advisornet Financial
Minnesota
$11K – – –
RCC
415
Red Cedar Capital
Nebraska
$11K – – –
CA
416
Clearstead Advisors
Ohio
$11K +$11K +675 New
SSB
417
Sandy Spring Bank
Maryland
$10K – – –
VFA
418
Valeo Financial Advisors
Indiana
$10K +$5K +300 +100%
EIP
419
Ellis Investment Partners
Pennsylvania
$9K – – –
FRA
420
Front Row Advisors
California
$9K +$6.84K +380 +317%
KPW
421
Kore Private Wealth
New York
$9K +$9K +569 New
RE
422
RBC Europe
United Kingdom
$8.76K – – –
H
423
Hexavest
Quebec, Canada
$8K -$6.88K -422 -46%
ST
424
Smithfield Trust
Pennsylvania
$8K – – –
HCM
425
Highlander Capital Management
New Jersey
$8K – – –
15 16
17
18 19