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Franklin Resources
BEN

Overview Fund Activity

547 hedge funds and large institutions have $7.6B invested in Franklin Resources in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-21
Holders Change %
-3.7%
% of All Funds
12.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
49
Increased
185
Reduced
215
Closed
65
Calls
$17.7M
Puts
$29.3M
Net Calls
-$11.6M
Net Calls Change
+$774K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$170M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$145M
3
FMI
Fiduciary Management Inc
Wisconsin
+$127M
4
ACM
Abrams Capital Management
Massachusetts
+$60.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$105M
2
HCM
Highfields Capital Management
Massachusetts
-$95.1M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$75.8M
4
BlackRock
BlackRock
New York
-$64.5M
5
SAM
Southeastern Asset Management
Tennessee
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
WJA
426
Williams Jones & Associates
New York
$214K – – –
NIT
427
NumerixS Investment Technologies
British Columbia, Canada
$214K +$214K +6,900 New
SSW
428
Smith Shellnut Wilson
Mississippi
$204K +$204K +6,701 New
BJL
429
Brighton Jones LLC
Washington
$203K +$274 +9 +0.1%
AW
430
Alpha Windward
Massachusetts
$202K +$6.03K +198 +3%
BIM
431
Baldwin Investment Management
Pennsylvania
$201K -$3.05K -100 -1%
PWAG
432
Polaris Wealth Advisory Group
California
$189K – – –
AIP
433
Ameritas Investment Partners
Nebraska
$184K -$361K -11,882 -66%
JIR
434
James Investment Research
Ohio
$183K -$22.5K -740 -11%
CPIG
435
Chicago Partners Investment Group
Illinois
$167K – – –
WSTAM
436
Wilbanks Smith & Thomas Asset Management
Virginia
$167K +$167K +5,500 New
PCM
437
Prelude Capital Management
New York
$150K +$150K +4,931 New
EWM
438
Elmwood Wealth Management
California
$144K – – –
Victory Capital Management
439
Victory Capital Management
Texas
$138K -$11.7K -386 -8%
SPIA
440
Steward Partners Investment Advisory
New York
$131K +$86.8K +2,850 +196%
CAPTRUST Financial Advisors
441
CAPTRUST Financial Advisors
North Carolina
$129K +$31.4K +1,026 +32%
RFC
442
Regions Financial Corp
Alabama
$127K -$33.3K -1,100 -21%
DCM
443
Dupont Capital Management
Delaware
$127K – – –
FWM
444
Focused Wealth Management
New York
$125K – – –
BFEC
445
Benjamin F. Edwards & Company
Missouri
$122K +$27.4K +900 +29%
MPWT
446
MassMutual Private Wealth & Trust
Connecticut
$120K +$20.2K +665 +20%
IUHSA
447
Itau Unibanco Holding S.A.
Brazil
$119K -$5.61K -185 -4%
FMLI
448
Fukoku Mutual Life Insurance
Japan
$116K – – –
National Pension Service
449
National Pension Service
South Korea
$106K -$3.84K -126 -3%
SMFS
450
Squar Milner Financial Services
California
$100K +$100K +3,300 New
16 17
18
19 20