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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 %
RIM
451
Rampart Investment Management
Connecticut
$97.4K +$20K +3,441 +26%
Northwestern Mutual Wealth Management
452
Northwestern Mutual Wealth Management
Wisconsin
$94K +$6.55K +215 +7%
NIMI
453
Natixis Investment Managers International
France
$93K +$29.4K +969 +46%
SWA
454
Sutton Wealth Advisors
Florida
$92K – – –
BAM
455
Barrett Asset Management
New York
$91K – – –
VFA
456
Valeo Financial Advisors
Indiana
$89K -$8.07K -265 -8%
LS
457
Livforsakringsbolaget Skandia
Sweden
$87K -$66.9K -2,200 -43%
IA
458
IFP Advisors
Florida
$85K +$1.8K +59 +2%
Walleye Trading
459
Walleye Trading
New York
$85K +$85K +2,802 New
PA
460
Parallel Advisors
California
$73K +$42.4K +1,400 +139%
Bessemer Group
461
Bessemer Group
New Jersey
$64K -$2.07K -68 -3%
CG
462
Cutler Group
California
$64K +$13.5K +445 +27%
TCM
463
Tradewinds Capital Management
Washington
$59K – – –
MWPCG
464
Measured Wealth Private Client Group
New Hampshire
$57K +$57K +1,885 New
S
465
SignatureFD
Georgia
$53K +$6.95K +230 +15%
WTB
466
Washington Trust Bank
Washington
$51K -$30.4K -1,000 -37%
SBL
467
Sargent Bickham Lagudis
Colorado
$49K – – –
ARMT
468
Amica Retiree Medical Trust
Rhode Island
$47K – – –
SWM
469
SeaCrest Wealth Management
New York
$47K +$5.81K +191 +14%
MA
470
MUFG Americas
New York
$44K -$110K -3,657 -72%
Carson Wealth (CWM LLC)
471
Carson Wealth (CWM LLC)
Nebraska
$44K +$18.1K +594 +70%
SSB
472
Sandy Spring Bank
Maryland
$42K +$23.7K +775 +129%
AssetMark Inc
473
AssetMark Inc
California
$41K – – –
BFC
474
Bedel Financial Consulting
Indiana
$40K +$529 +18 +1%
PCM
475
Penserra Capital Management
California
$38K -$1.53M -51,056 -98%
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