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Franklin Resources
BEN

Overview Fund Activity

568 hedge funds and large institutions have $11.4B invested in Franklin Resources in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
14.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
63
Increased
161
Reduced
233
Closed
42
Calls
$133M
Puts
$70.6M
Net Calls
+$62.6M
Net Calls Change
-$154M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$79.9M
2
Norges Bank
Norges Bank
Norway
$127M
3
Brown Advisory
Brown Advisory
Maryland
$35.4M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$75.7M
5
Ameriprise
Ameriprise
Minnesota
$63.3M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$74.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$818M
3
Morgan Stanley
Morgan Stanley
New York
$126M
4
American Century Companies
American Century Companies
Missouri
$30.1M
5
State Street
State Street
Massachusetts
$883M
Name Holding Trade Value Shares
Change 		Shares
Change %
MJRIC
476
Mogy Joel R Investment Counsel
California
$215K – – –
CG
477
Colony Group
Massachusetts
$212K +$212K +4,723 New
BTS
478
BB&T Securities
Virginia
$208K +$208K +4,653 New
NB
479
NBT Bank
New York
$206K +$206K +4,588 New
Truist Financial
480
Truist Financial
North Carolina
$205K -$434K -9,709 -68%
FMBTD
481
First Midwest Bank Trust Division
Illinois
$204K +$204K +4,540 New
SC
482
SRB Corp
Massachusetts
$196K +$9.05K +202 +5%
BAM
483
Barrett Asset Management
New York
$179K – – –
RIM
484
Rampart Investment Management
Connecticut
$179K +$136K +3,038 +316%
FMLI
485
Fukoku Mutual Life Insurance
Japan
$170K – – –
1832 Asset Management
486
1832 Asset Management
Ontario, Canada
$160K +$118K +2,635 +282%
GEA
487
Glen Eagle Advisors
New Jersey
$136K -$19.8K -442 -13%
SWA
488
Sutton Wealth Advisors
Florida
$135K – – –
AIM
489
Anchor Investment Management
South Carolina
$128K +$269 +6 +0.2%
MC
490
MRJ Capital
New York
$123K -$1.19M -26,800 -91%
MCIA
491
Mountain Capital Investment Advisors
Colorado
$123K +$123K +2,752 New
IA
492
IFP Advisors
Florida
$120K +$16.6K +372 +16%
TCM
493
Tradewinds Capital Management
Washington
$87K -$5.62K -125 -6%
DADC
494
D.A. Davidson & Co
Montana
$84K -$219K -4,914 -72%
FPFS
495
First Personal Financial Services
North Carolina
$83K – – –
BL
496
Balentine LLC
Georgia
$80K – – –
WTB
497
Washington Trust Bank
Washington
$75K – – –
AIM
498
Acrospire Investment Management
Illinois
$72K +$67.5K +1,500 +1,500%
FAM
499
Fred Alger Management
New York
$67K +$4.96K +111 +8%
SPIA
500
Steward Partners Investment Advisory
New York
$64K +$2.65K +60 +4%
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