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Franklin Resources
BEN

Overview Fund Activity

476 hedge funds and large institutions have $4.07B invested in Franklin Resources in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-40
Holders Change %
-7.75%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
60
Increased
183
Reduced
156
Closed
93
Calls
$7.58M
Puts
$14.9M
Net Calls
-$7.34M
Net Calls Change
+$6.19M

Top Buyers

1
CCP
Clarkston Capital Partners
Michigan
+$115M
2
PP
Prudential plc
United Kingdom
+$58M
3
State Street
State Street
Massachusetts
+$53.6M
4
Invesco
Invesco
Georgia
+$37.7M
5
PPA
Parametric Portfolio Associates
Washington
+$19.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$78.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60M
3
APG Asset Management
APG Asset Management
Netherlands
-$33.7M
4
EIC
Equity Investment Corp
Georgia
-$31M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BGIM
451
Brandywine Global Investment Management
Pennsylvania
$2K -$12.6M -510,969 -100%
IA
452
IndexIQ Advisors
New York
$2K -$20 -1 -1%
SNT
453
Security National Trust
West Virginia
$2K – – –
SL
454
Savior LLC
Massachusetts
$2K – – –
FMII
455
Farmers & Merchants Investments Inc
Nebraska
$2K – – –
ZB
456
Zions Bancorporation
Utah
$2K +$1.19K +77 +145%
CAN
457
Claraphi Advisory Network
United States
$2K +$2K +94 New
SIS
458
Sound Income Strategies
Florida
$2K +$2K +106 New
SFSIG
459
San Francisco Sentry Investment Group
California
$2K +$2K +134 New
FCH
460
Freestone Capital Holdings
Washington
$1.86K +$555 +33,253 +43%
MCM
461
MV Capital Management
Maryland
$1K -$3.73K -332 -79%
PFSC
462
Peoples Financial Services Corp
Pennsylvania
$1K – – –
BWM
463
BerganKDV Wealth Management
Minnesota
$1K – – –
WCG
464
Weaver Consulting Group
California
$1K – – –
BWM
465
Baystate Wealth Management
Massachusetts
$1K +$16 +1 +2%
EI
466
Ellevest Inc
New York
$1K +$1K +67 New
CWA
467
Core Wealth Advisors
Florida
$1K +$1K +81 New
FGAM
468
Financial Gravity Asset Management
Texas
$294 -$65 -4 -18%
EIC
469
Equity Investment Corp
Georgia
– -$31M -1,193,818 Closed
Ninety One (UK)
470
Ninety One (UK)
United Kingdom
– -$28.8M -1,107,590 Closed
QT
471
Quantbot Technologies
New York
– -$5.33M -205,236 Closed
Voloridge Investment Management
472
Voloridge Investment Management
Florida
– -$5.1M -196,351 Closed
Squarepoint
473
Squarepoint
New York
– -$4.5M -173,376 Closed
JIM
474
Jupiter Investment Management
United Kingdom
– -$3.54M -136,219 Closed
MSE
475
MUFG Securities EMEA
United Kingdom
– -$2.99M -115,000 Closed
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