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Franklin Resources
BEN

Overview Fund Activity

480 hedge funds and large institutions have $5.07B invested in Franklin Resources in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
9.87%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
60
Increased
164
Reduced
177
Closed
54
Calls
$17M
Puts
$25.1M
Net Calls
-$8.11M
Net Calls Change
-$770K

Top Buyers

1
State Street
State Street
Massachusetts
$676M
2
BlackRock
BlackRock
New York
$608M
3
PP
Prudential plc
United Kingdom
$97.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27M
5
ProShare Advisors
ProShare Advisors
Maryland
$105M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$653M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$168M
3
Norges Bank
Norges Bank
Norway
$17.8M
4
Victory Capital Management
Victory Capital Management
Texas
$30.2M
5
BCM
Bridgeway Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MAM
426
Meeder Asset Management
Ohio
$14K +$8.33K +407 +147%
SSB
427
Sandy Spring Bank
Maryland
$13K – – –
ZB
428
Zions Bancorporation
Utah
$12K +$9.36K +461 +355%
RE
429
RBC Europe
United Kingdom
$11K – – –
AW
430
Alpha Windward
Massachusetts
$11K -$60.4K -2,860 -85%
EIP
431
Ellis Investment Partners
Pennsylvania
$11K – – –
BCWM
432
Bartlett & Co Wealth Management
Ohio
$10.3K -$7.78K -371 -43%
BC
433
Bartlett & Co
Ohio
$10K -$7.56K -371 -43%
HCM
434
Highlander Capital Management
New Jersey
$10K – – –
ST
435
Smithfield Trust
Pennsylvania
$10K – – –
FRA
436
Front Row Advisors
California
$10K – – –
AssetMark Inc
437
AssetMark Inc
California
$9K -$275K -12,763 -97%
LC
438
Lindbrook Capital
California
$9K +$3.56K +167 +65%
AIM
439
AIA Investment Management
Singapore
$8K – – –
SI
440
Sprott Inc
Ontario, Canada
$7.97K – – –
CYG
441
Clean Yield Group
Vermont
$7K – – –
FWM
442
Focused Wealth Management
New York
$6K -$98.3K -4,995 -94%
VFA
443
Valeo Financial Advisors
Indiana
$6K -$6K -300 -50%
M
444
Mirova
France
$6K – – –
CI
445
CX Institutional
Indiana
$6K +$2.88K +139 +92%
HR
446
Howe & Rusling
New York
$5K -$37.4K -1,752 -88%
CCM
447
Covington Capital Management
California
$5K – – –
RFA
448
Reilly Financial Advisors
California
$5K – – –
EFSCE
449
Enterprise Financial Services Corp (EFSC)
Missouri
$4K -$398 -19 -9%
TFO
450
Tarbox Family Office
California
$4K -$63 -3 -2%
16 17
18
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