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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 %
SLF
426
Sun Life Financial
Ontario, Canada
$193K -$50.6K -1,703 -21%
JIM
427
Jupiter Investment Management
United Kingdom
$186K +$186K +6,300 New
AW
428
Alpha Windward
Massachusetts
$184K -$12.6K -425 -6%
AIP
429
Ameritas Investment Partners
Nebraska
$180K – – –
QI
430
QS Investors
New York
$173K -$3.35M -112,747 -95%
Victory Capital Management
431
Victory Capital Management
Texas
$134K -$892 -30 -0.7%
S
432
Seeyond
France
$134K +$134K +4,528 New
MIFH
433
Migdal Insurance & Financial Holdings
Israel
$124K -$312K -10,507 -72%
JIR
434
James Investment Research
Ohio
$124K -$54.4K -1,835 -31%
FWM
435
Focused Wealth Management
New York
$122K – – –
BFEC
436
Benjamin F. Edwards & Company
Missouri
$117K -$2.08K -70 -2%
CAPTRUST Financial Advisors
437
CAPTRUST Financial Advisors
North Carolina
$116K -$10.2K -341 -8%
FMT
438
First Mercantile Trust
Tennessee
$116K +$116K +3,920 New
FMLI
439
Fukoku Mutual Life Insurance
Japan
$113K – – –
DCM
440
Dupont Capital Management
Delaware
$109K -$15.1K -506 -12%
RFC
441
Regions Financial Corp
Alabama
$108K -$16.2K -547 -13%
Northwestern Mutual Wealth Management
442
Northwestern Mutual Wealth Management
Wisconsin
$104K +$12.4K +417 +14%
Schroder Investment Management Group
443
Schroder Investment Management Group
United Kingdom
$99.2K -$6.51K -219,452 -6%
SMFS
444
Squar Milner Financial Services
California
$98K – – –
TRCT
445
Tower Research Capital (TRC)
New York
$91K -$514K -17,373 -85%
SWA
446
Sutton Wealth Advisors
Florida
$89.7K – – –
BAM
447
Barrett Asset Management
New York
$89K – – –
RIM
448
Rampart Investment Management
Connecticut
$87K -$408K -13,790 -82%
IA
449
IFP Advisors
Florida
$86K +$4.34K +148 +5%
LS
450
Livforsakringsbolaget Skandia
Sweden
$85K – – –
16 17
18
19 20