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Franklin Resources
BEN

Overview Fund Activity

556 hedge funds and large institutions have $7.37B invested in Franklin Resources in 2018 Q4 according to their latest regulatory filings, with 80 funds opening new positions, 160 increasing their positions, 235 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
+9
Holders Change %
+1.65%
% of All Funds
12.41%
Holding in Top 10
11
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+120%
% of All Funds
0.25%
New
80
Increased
160
Reduced
235
Closed
66
Calls
$37M
Puts
$31.7M
Net Calls
+$5.29M
Net Calls Change
+$16.9M

Top Buyers

1
Bank of America
Bank of America
North Carolina
$199M
2
LCOV
London Company of Virginia
Virginia
$108M
3
State Street
State Street
Massachusetts
$661M
4
OSAM
O'Shaughnessy Asset Management
Connecticut
$21.8M
5
SCM
Shelton Capital Management
Colorado
$31.2M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$648M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$170M
3
HCM
Highfields Capital Management
Massachusetts
$71.5M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$1.82M
5
Renaissance Technologies
Renaissance Technologies
New York
$362K
Name Holding Trade Value Shares
Change 		Shares
Change %
Nordea Investment Management
26
Nordea Investment Management
Sweden
$46.4M -$6.69M -225,441 -13%
UBS AM
27
UBS AM
Illinois
$43.5M +$707K +23,833 +2%
EIC
28
Equity Investment Corp
Georgia
$42.7M +$4.95M +167,017 +13%
Morgan Stanley
29
Morgan Stanley
New York
$42.1M -$33.5M -1,129,704 -44%
Charles Schwab
30
Charles Schwab
California
$41.8M +$665K +22,436 +2%
New York State Common Retirement Fund
31
New York State Common Retirement Fund
New York
$40.5M -$1.14M -38,500 -3%
Deutsche Bank
32
Deutsche Bank
Germany
$38.9M -$32.8M -1,106,893 -46%
CS
33
Credit Suisse
Switzerland
$37M -$5.22M -176,051 -12%
PCM
34
Polaris Capital Management
Massachusetts
$36.5M +$1.87M +63,100 +5%
Sumitomo Mitsui Trust Group
35
Sumitomo Mitsui Trust Group
Japan
$36.2M +$3.54M +121,426 +11%
First Trust Advisors
36
First Trust Advisors
Illinois
$34.1M +$5.05M +170,380 +17%
PPA
37
Parametric Portfolio Associates
Washington
$34M +$3.03M +102,258 +10%
Barclays
38
Barclays
United Kingdom
$34M +$2.21M +74,448 +7%
SCM
39
Shelton Capital Management
Colorado
$31.2M +$20.2M +682,521 +184%
American Century Companies
40
American Century Companies
Missouri
$24.8M +$1.49M +50,263 +6%
SJIC
41
St. James Investment Company
Texas
$24.7M -$1.1M -37,237 -4%
CCM
42
Compass Capital Management
Minnesota
$24.4M -$493K -16,607 -2%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$24.4M -$12.3M -414,194 -34%
Franklin Resources
44
Franklin Resources
California
$24.1M -$1.6M -53,795 -6%
WCM
45
Wedge Capital Management
North Carolina
$23.9M -$4.88M -164,599 -17%
MCM
46
Moerus Capital Management
New York
$23.7M +$23.7M +799,539 New
Wells Fargo
47
Wells Fargo
California
$23.4M +$2.73M +92,190 +13%
CIM
48
Contrarius Investment Management
Jersey
$21.9M +$3.32M +111,866 +18%
OSAM
49
O'Shaughnessy Asset Management
Connecticut
$21.8M +$20.6M +694,833 +1,784%
Russell Investments Group
50
Russell Investments Group
United Kingdom
$21.7M -$10.8M -365,788 -33%
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