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Franklin Resources
BEN

Overview Fund Activity

556 hedge funds and large institutions have $8.22B invested in Franklin Resources in 2019 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 201 increasing their positions, 186 reducing their positions, and 63 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
556
Holders Change
–
Holders Change %
0%
% of All Funds
12.05%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
66
Increased
201
Reduced
186
Closed
63
Calls
$44.9M
Puts
$8.44M
Net Calls
+$36.5M
Net Calls Change
+$31.2M

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
+$47.8M
2
Charles Schwab
Charles Schwab
California
+$32.7M
3
Vanguard Group
Vanguard Group
Pennsylvania
+$28.9M
4
JCM
Junto Capital Management
New York
+$28.8M
5
APG Asset Management
APG Asset Management
Netherlands
+$22.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$183M
2
HCM
Highfields Capital Management
Massachusetts
-$71.5M
3
Morgan Stanley
Morgan Stanley
New York
-$31.7M
4
SCM
Shelton Capital Management
Colorado
-$30.7M
5
KP
Kiltearn Partners
United Kingdom
-$29.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
Deutsche Bank
26
Deutsche Bank
Germany
$58.5M +$15M +452,103 +34%
Barclays
27
Barclays
United Kingdom
$57.7M +$19.8M +596,300 +52%
BCM
28
Bridgeway Capital Management
Texas
$57.1M -$434K -13,100 -0.8%
UBS AM
29
UBS AM
Illinois
$56.8M +$8.2M +247,302 +17%
Nordea Investment Management
30
Nordea Investment Management
Sweden
$50.8M -$1.09M -33,024 -2%
EIC
31
Equity Investment Corp
Georgia
$48.1M +$444K +13,396 +0.9%
OSAM
32
O'Shaughnessy Asset Management
Connecticut
$47M +$22.7M +686,589 +94%
New York State Common Retirement Fund
33
New York State Common Retirement Fund
New York
$45.1M -$156K -4,700 -0.3%
PPA
34
Parametric Portfolio Associates
Washington
$41.5M +$3.51M +106,013 +9%
PCM
35
Polaris Capital Management
Massachusetts
$40.8M – – –
Sumitomo Mitsui Trust Group
36
Sumitomo Mitsui Trust Group
Japan
$40.7M -$476K -14,368 -1%
First Trust Advisors
37
First Trust Advisors
Illinois
$38.9M +$724K +21,834 +2%
CS
38
Credit Suisse
Switzerland
$35.2M -$6.13M -185,074 -15%
Russell Investments Group
39
Russell Investments Group
United Kingdom
$33.8M +$9.52M +287,411 +39%
MCM
40
Moerus Capital Management
New York
$29M +$2.53M +76,416 +10%
TCIM
41
TIAA CREF Investment Management
New York
$28.9M +$12.8M +387,077 +80%
JCM
42
Junto Capital Management
New York
$28.8M +$28.8M +869,637 New
CCM
43
Compass Capital Management
Minnesota
$27.9M +$628K +18,957 +2%
JPMorgan Chase & Co
44
JPMorgan Chase & Co
New York
$27.2M +$9.24M +278,811 +51%
WCM
45
Wedge Capital Management
North Carolina
$27.2M +$505K +15,228 +2%
SJIC
46
St. James Investment Company
Texas
$27M -$629K -18,974 -2%
California Public Employees Retirement System
47
California Public Employees Retirement System
California
$26M -$1.25M -37,858 -5%
Wells Fargo
48
Wells Fargo
California
$25.7M -$521K -15,707 -2%
Franklin Resources
49
Franklin Resources
California
$25M -$1.93M -58,357 -7%
Robeco Institutional Asset Management
50
Robeco Institutional Asset Management
Netherlands
$22.9M +$5.33M +160,875 +30%
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