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Franklin Resources
BEN

Overview Fund Activity

482 hedge funds and large institutions have $4.73B invested in Franklin Resources in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 167 increasing their positions, 168 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
9.75%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
59
Increased
167
Reduced
168
Closed
54
Calls
$10.5M
Puts
$22.8M
Net Calls
-$12.2M
Net Calls Change
-$4.12M

Top Buyers

1
ACL
Azora Capital LP
Florida
$25.1M
2
GC
Gillson Capital
Illinois
$20M
3
AIM
Artemis Investment Management
United Kingdom
$17.8M
4
Canada Life
Canada Life
Manitoba, Canada
$36M
5
Two Sigma Investments
Two Sigma Investments
New York
$26.3M

Top Sellers

1
State Street
State Street
Massachusetts
$567M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$101M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$10M
4
Invesco
Invesco
Georgia
$67.3M
5
ACM
Abrams Capital Management
Massachusetts
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
JFGIW
451
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$3K – – –
GWS
452
Glassman Wealth Services
Virginia
$3K – – –
PFGIA
453
Patriot Financial Group Insurance Agency
Massachusetts
$3K – – –
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$3K – – –
ATC
455
Adirondack Trust Company
New York
$3K – – –
HS
456
Horan Securities
United States
$3K +$3K +140 New
ME
457
McIlrath & Eck
Washington
$3K +$3K +150 New
BFC
458
Bedel Financial Consulting
Indiana
$2K -$22K -1,319 -92%
TFO
459
Tarbox Family Office
California
$2K -$1.88K -92 -48%
TWA
460
TCI Wealth Advisors
Arizona
$2K -$376 -16 -16%
SFSIG
461
San Francisco Sentry Investment Group
California
$2K – – –
SL
462
Savior LLC
Massachusetts
$2K – – –
SIS
463
Sound Income Strategies
Florida
$2K +$18 +1 +0.9%
FHC
464
First Horizon Corporation
Tennessee
$2K +$2K +115 New
GRP
465
Global Retirement Partners
California
$1K -$11.5K -758 -92%
WCG
466
Weaver Consulting Group
California
$1K – – –
SIM
467
Sonora Investment Management
Arizona
$1K – – –
HIA
468
Harbor Investment Advisory
Maryland
$1K – – –
AWM
469
Avior Wealth Management
Nebraska
$1K – – –
CFD
470
Creative Financial Designs
Indiana
$1K – – –
BWM
471
Baystate Wealth Management
Massachusetts
$1K +$15 +1 +2%
EI
472
Ellevest Inc
New York
$1K +$348 +23 +53%
TFM
473
TFC Financial Management
Massachusetts
$1K +$1K +31 New
NIM
474
NuWave Investment Management
New Jersey
$1K +$1K +43 New
BWM
475
BerganKDV Wealth Management
Minnesota
$1K +$1K +70 New
17 18
19
20 21