BEN icon

Franklin Resources
BEN

Overview Fund Activity

556 hedge funds and large institutions have $8.22B invested in Franklin Resources in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 201 increasing their positions, 186 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
–
Holders Change %
0%
% of All Funds
12.05%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
66
Increased
201
Reduced
186
Closed
63
Calls
$44.9M
Puts
$8.44M
Net Calls
+$36.5M
Net Calls Change
+$31.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$47.8M
2
Charles Schwab
Charles Schwab
California
+$32.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$28.9M
4
JCM
Junto Capital Management
New York
+$28.8M
5
APG Asset Management
APG Asset Management
Netherlands
+$22.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$183M
2
HCM
Highfields Capital Management
Massachusetts
-$71.5M
3
Morgan Stanley
Morgan Stanley
New York
-$31.7M
4
SCM
Shelton Capital Management
Colorado
-$30.7M
5
KP
Kiltearn Partners
United Kingdom
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIAS
451
Capital Investment Advisory Services
North Carolina
$77K – – –
S
452
SignatureFD
Georgia
$76K -$17.4K -525 -19%
PCM
453
Prelude Capital Management
New York
$75K +$75K +2,278 New
EWM
454
Elmwood Wealth Management
California
$69K – – –
ZB
455
Zions Bancorporation
Utah
$67K +$67K +2,039 New
IA
456
IFP Advisors
Florida
$64K -$33.7K -1,012 -34%
TCM
457
Tradewinds Capital Management
Washington
$64K – – –
WAM
458
Wealthspire Advisors (Maryland)
Maryland
$63K -$1.09K -33 -2%
IRC
459
Investors Research Corp
Georgia
$56K +$56K +1,700 New
PA
460
Parallel Advisors
California
$54K -$14.1K -424 -21%
ARMT
461
Amica Retiree Medical Trust
Rhode Island
$51K – – –
RIA
462
Realta Investment Advisors
Delaware
$51K +$51K +1,545 New
BFC
463
Bedel Financial Consulting
Indiana
$46K +$369 +11 +0.8%
AOWM
464
Alpha Omega Wealth Management
Virginia
$44K – – –
VFA
465
Valeo Financial Advisors
Indiana
$44K +$167 +5 +0.4%
FNBOSM
466
First National Bank of South Miami
Florida
$43K – – –
APA
467
American Portfolios Advisors
New York
$42.6K +$630 +19 +2%
VCM
468
Vigilant Capital Management
Maine
$39K +$39K +1,191 New
CAW
469
Cornerstone Advisors (Washington)
Washington
$33K +$2.34K +70 +8%
CIA
470
CSat Investment Advisory
Michigan
$33K +$5.03K +152 +18%
KC
471
Knuff & Co
California
$33K +$33K +1,000 New
PCM
472
Penserra Capital Management
California
$32K -$6.48K -190 -17%
SBL
473
Sargent Bickham Lagudis
Colorado
$32K – – –
BWP
474
Baldwin Wealth Partners
Massachusetts
$30K – – –
BCWM
475
Bartlett & Co Wealth Management
Ohio
$29.3K – – –
17 18
19
20 21