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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 %
S
451
SignatureFD
Georgia
$83K +$31.2K +1,058 +60%
IUHSA
452
Itau Unibanco Holding S.A.
Brazil
$79K -$36.1K -1,233 -31%
AssetMark Inc
453
AssetMark Inc
California
$78K +$37.9K +1,283 +95%
Bessemer Group
454
Bessemer Group
New Jersey
$77K +$15.2K +515 +25%
CIAS
455
Capital Investment Advisory Services
North Carolina
$69K +$69K +2,310 New
EWM
456
Elmwood Wealth Management
California
$62K -$79.7K -2,667 -56%
PA
457
Parallel Advisors
California
$60K -$10.4K -357 -15%
SWM
458
SeaCrest Wealth Management
New York
$59K +$13.5K +458 +30%
WAM
459
Wealthspire Advisors (Maryland)
Maryland
$58K +$29.3K +982 +102%
TCM
460
Tradewinds Capital Management
Washington
$57K – – –
Carson Wealth (CWM LLC)
461
Carson Wealth (CWM LLC)
Nebraska
$53K +$9.72K +325 +22%
ARMT
462
Amica Retiree Medical Trust
Rhode Island
$45K – – –
CYG
463
Clean Yield Group
Vermont
$44K +$44K +1,500 New
BFC
464
Bedel Financial Consulting
Indiana
$40K – – –
VFA
465
Valeo Financial Advisors
Indiana
$39K -$48.1K -1,615 -55%
AOWM
466
Alpha Omega Wealth Management
Virginia
$39K +$21.3K +725 +121%
FNBOSM
467
First National Bank of South Miami
Florida
$38K +$38K +1,300 New
APA
468
American Portfolios Advisors
New York
$37.5K +$5.75K +194 +18%
FPFS
469
First Personal Financial Services
North Carolina
$36K – – –
PCM
470
Penserra Capital Management
California
$33K -$3.98K -136 -11%
SBL
471
Sargent Bickham Lagudis
Colorado
$32K – – –
BWP
472
Baldwin Wealth Partners
Massachusetts
$27K -$936 -31 -3%
FQ
473
First Quadrant
California
$27K – – –
CAW
474
Cornerstone Advisors (Washington)
Washington
$27K +$3.5K +119 +15%
BCWM
475
Bartlett & Co Wealth Management
Ohio
$26.2K +$9.63K +322 +58%
17 18
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