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Franklin Resources
BEN

Overview Fund Activity

566 hedge funds and large institutions have $8.92B invested in Franklin Resources in 2019 Q2 according to their latest regulatory filings, with 68 funds opening new positions, 192 increasing their positions, 199 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
566
Holders Change
+10
Holders Change %
+1.8%
% of All Funds
12.31%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.26%
New
68
Increased
192
Reduced
199
Closed
50
Calls
$34.7M
Puts
$35.7M
Net Calls
-$938K
Net Calls Change
-$37.4M

Top Buyers

1
Vanguard Group
Vanguard Group
Pennsylvania
$1.31B
2
Ameriprise
Ameriprise
Minnesota
$182M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$93.7M
4
APG Asset Management
APG Asset Management
Netherlands
$184M
5
SCM
Shelton Capital Management
Colorado
$58.6M

Top Sellers

1
Pzena Investment Management
Pzena Investment Management
New York
$74.2M
2
Fidelity Investments
Fidelity Investments
Massachusetts
$16.4M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$703M
4
KP
Kiltearn Partners
United Kingdom
$221M
5
JCM
Junto Capital Management
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
451
Northwestern Mutual Wealth Management
Wisconsin
$143K -$3.24K -93 -2%
CFA
452
Carroll Financial Associates
North Carolina
$132K -$156K -4,500 -54%
FMLI
453
Fukoku Mutual Life Insurance
Japan
$132K – – –
RIM
454
Rampart Investment Management
Connecticut
$132K +$38K +1,095 +40%
Group One Trading
455
Group One Trading
Illinois
$132K +$132K +3,787 New
Rockefeller Capital Management
456
Rockefeller Capital Management
New York
$122K -$496K -14,233 -80%
SMFS
457
Squar Milner Financial Services
California
$115K -$29.6K -850 -20%
QI
458
QS Investors
New York
$112K -$90.9K -2,600 -45%
SWA
459
Sutton Wealth Advisors
Florida
$105K – – –
BAM
460
Barrett Asset Management
New York
$104K – – –
LS
461
Livforsakringsbolaget Skandia
Sweden
$100K – – –
NIM
462
NuWave Investment Management
New Jersey
$91K +$90.5K +2,577 +17,180%
S
463
SignatureFD
Georgia
$86K +$6.34K +182 +8%
JIR
464
James Investment Research
Ohio
$84K -$21.9K -625 -21%
CIAS
465
Capital Investment Advisory Services
North Carolina
$80K – – –
EWM
466
Elmwood Wealth Management
California
$72K – – –
ZB
467
Zions Bancorporation
Utah
$71K – – –
HPC
468
HM Payson & Co
Maine
$70K +$70K +2,000 New
TCM
469
Tradewinds Capital Management
Washington
$67K – – –
IRC
470
Investors Research Corp
Georgia
$59K – – –
RIA
471
Realta Investment Advisors
Delaware
$56K +$1.24K +35 +2%
CIA
472
CSat Investment Advisory
Michigan
$56K +$21.4K +617 +62%
ARMT
473
Amica Retiree Medical Trust
Rhode Island
$53K – – –
PA
474
Parallel Advisors
California
$51K -$5.94K -170 -10%
BFC
475
Bedel Financial Consulting
Indiana
$48K +$313 +9 +0.7%
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