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Franklin Resources
BEN

Overview Fund Activity

610 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 171 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+57
Holders Change %
+10.31%
% of All Funds
13.85%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
102
Increased
171
Reduced
227
Closed
43
Calls
$118M
Puts
$88.9M
Net Calls
+$28.7M
Net Calls Change
-$11.9M

Top Buyers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$160M
2
Citadel Advisors
2
Citadel Advisors
Florida
$178M
3
Morgan Stanley
3
Morgan Stanley
New York
$234M
4
AQR Capital Management
4
AQR Capital Management
Connecticut
$163M
5
Ameriprise
5
Ameriprise
Minnesota
$214M

Top Sellers

1
HCM
1
Highfields Capital Management
Massachusetts
$305M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$43.5M
3
LCM
3
Laurion Capital Management
New York
$10.2M
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$136M
5
Skandinaviska Enskilda Banken (SEB)
5
Skandinaviska Enskilda Banken (SEB)
Sweden
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$72.4M +$40M +922,318 +123%
Schroder Investment Management Group
27
Schroder Investment Management Group
United Kingdom
$69.4M +$17.7M +407,700 +34%
ProShare Advisors
28
ProShare Advisors
Maryland
$69M +$10.4M +240,220 +18%
SAM
29
Southeastern Asset Management
Tennessee
$68.9M -$19M -439,157 -22%
Los Angeles Capital Management
30
Los Angeles Capital Management
California
$65.1M +$32.5M +749,038 +99%
UBS AM
31
UBS AM
Illinois
$63.2M -$2.32M -53,629 -4%
CS
32
Credit Suisse
Switzerland
$61.8M -$4.54M -104,807 -7%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$59.6M +$399K +9,200 +0.7%
Charles Schwab
34
Charles Schwab
California
$59.3M +$1.02M +23,615 +2%
Millennium Management
35
Millennium Management
New York
$58M -$14.7M -340,301 -20%
EIC
36
Equity Investment Corp
Georgia
$56.8M -$1.13M -26,177 -2%
Invesco
37
Invesco
Georgia
$52.3M -$29.6M -684,074 -36%
Dimensional Fund Advisors
38
Dimensional Fund Advisors
Texas
$52.1M -$488K -11,271 -0.9%
HSBC Holdings
39
HSBC Holdings
United Kingdom
$50.9M +$23.4M +539,921 +85%
Russell Investments Group
40
Russell Investments Group
United Kingdom
$49.8M +$1.06M +24,310 +2%
Wells Fargo
41
Wells Fargo
California
$48.5M -$680K -15,683 -1%
First Trust Advisors
42
First Trust Advisors
Illinois
$48.5M +$19.9M +458,381 +69%
PPA
43
Parametric Portfolio Associates
Washington
$47.8M +$79.6K +1,836 +0.2%
California Public Employees Retirement System
44
California Public Employees Retirement System
California
$47.6M +$1.14M +26,196 +2%
FAM
45
Fenimore Asset Management
New York
$47.2M -$446K -10,300 -0.9%
Franklin Resources
46
Franklin Resources
California
$46.6M -$2M -46,180 -4%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$44.3M +$884K +20,391 +2%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$43.5M -$93.2M -2,149,780 -68%
Bank of America
49
Bank of America
North Carolina
$40.7M -$2.76M -63,746 -6%
PCM
50
Polaris Capital Management
Massachusetts
$38.1M -$1.38M -31,800 -3%
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