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Franklin Resources
BEN

Overview Fund Activity

480 hedge funds and large institutions have $5.07B invested in Franklin Resources in 2020 Q2 according to their latest regulatory filings, with 60 funds opening new positions, 164 increasing their positions, 177 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
480
Holders Change
+4
Holders Change %
+0.84%
% of All Funds
9.87%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.18%
New
60
Increased
164
Reduced
177
Closed
54
Calls
$17M
Puts
$25.1M
Net Calls
-$8.11M
Net Calls Change
-$770K

Top Buyers

1
State Street
State Street
Massachusetts
$676M
2
BlackRock
BlackRock
New York
$608M
3
PP
Prudential plc
United Kingdom
$97.7M
4
AQR Capital Management
AQR Capital Management
Connecticut
$27M
5
ProShare Advisors
ProShare Advisors
Maryland
$105M

Top Sellers

1
Vanguard Group
Vanguard Group
Pennsylvania
$653M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$168M
3
Norges Bank
Norges Bank
Norway
$17.8M
4
Victory Capital Management
Victory Capital Management
Texas
$30.2M
5
BCM
Bridgeway Capital Management
Texas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
451
City Holding Co
West Virginia
$4K – – –
DAM
452
Delta Asset Management
Tennessee
$4K – – –
EARNEST Partners
453
EARNEST Partners
Georgia
$4K – – –
EWA
454
Evolution Wealth Advisors
Florida
$4K +$4K +210 New
JFGIW
455
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K -$515K -24,736 -99%
CFG
456
Citizens Financial Group
Rhode Island
$3K -$20.6K -1,103 -87%
GWS
457
Glassman Wealth Services
Virginia
$3K -$986 -47 -25%
EW
458
Evoke Wealth
California
$3K -$324 -16 -10%
ATC
459
Adirondack Trust Company
New York
$3K – – –
FMII
460
Farmers & Merchants Investments Inc
Nebraska
$3K +$481 +25 +19%
PFGIA
461
Patriot Financial Group Insurance Agency
Massachusetts
$3K +$3K +161 New
FCH
462
Freestone Capital Holdings
Washington
$2.47K +$132 +6,289 +6%
ETC
463
Exchange Traded Concepts
Oklahoma
$2K -$1.59M -81,238 -100%
TWA
464
TCI Wealth Advisors
Arizona
$2K -$17.1K -861 -90%
SFSIG
465
San Francisco Sentry Investment Group
California
$2K -$1.62K -60 -45%
SL
466
Savior LLC
Massachusetts
$2K – – –
SIS
467
Sound Income Strategies
Florida
$2K +$37 +2 +2%
SIM
468
Sonora Investment Management
Arizona
$2K +$2K +73 New
Twin Tree Management
469
Twin Tree Management
Texas
$2K +$2K +91 New
EI
470
Ellevest Inc
New York
$1K -$558 -24 -36%
BWM
471
Baystate Wealth Management
Massachusetts
$1K – – –
AWM
472
Avior Wealth Management
Nebraska
$1K – – –
WCG
473
Weaver Consulting Group
California
$1K – – –
HIA
474
Harbor Investment Advisory
Maryland
$1K +$1K +63 New
CFD
475
Creative Financial Designs
Indiana
$1K +$1K +66 New
17 18
19
20 21