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Franklin Resources
BEN

Overview Fund Activity

547 hedge funds and large institutions have $7.6B invested in Franklin Resources in 2018 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 185 increasing their positions, 215 reducing their positions, and 65 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
547
Holders Change
-21
Holders Change %
-3.7%
% of All Funds
12.53%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
49
Increased
185
Reduced
215
Closed
65
Calls
$17.7M
Puts
$29.3M
Net Calls
-$11.6M
Net Calls Change
+$774K

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$170M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$145M
3
FMI
Fiduciary Management Inc
Wisconsin
+$127M
4
ACM
Abrams Capital Management
Massachusetts
+$60.8M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$28.4M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$105M
2
HCM
Highfields Capital Management
Massachusetts
-$95.1M
3
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$75.8M
4
BlackRock
BlackRock
New York
-$64.5M
5
SAM
Southeastern Asset Management
Tennessee
-$50.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FPFS
476
First Personal Financial Services
North Carolina
$36K -$9.09K -303 -20%
APA
477
American Portfolios Advisors
New York
$32.6K +$4.53K +149 +16%
JA
478
JOYN Advisors
Georgia
$30K -$3.6K -119 -11%
WAM
479
Wealthspire Advisors (Maryland)
Maryland
$29K -$1.72K -57 -6%
NFG
480
Next Financial Group
Texas
$29K +$29K +950 New
BWP
481
Baldwin Wealth Partners
Massachusetts
$28K – – –
FQ
482
First Quadrant
California
$27K – – –
GLI
483
Guardian Life Insurance
New York
$26K -$572 -19 -2%
KA
484
Kaizen Advisory
Illinois
$26K – – –
PCG
485
Private Capital Group
Connecticut
$26K +$4.13K +139 +19%
TG
486
TLP Group
Illinois
$25K -$310K -10,172 -93%
ClearBridge Investments
487
ClearBridge Investments
New York
$25K +$91 +3 +0.4%
CA
488
Centerpoint Advisors
Massachusetts
$24K -$2.29K -76 -9%
CAW
489
Cornerstone Advisors (Washington)
Washington
$24K – – –
GRP
490
Global Retirement Partners
California
$23K – – –
CIA
491
CSat Investment Advisory
Michigan
$23K +$8.9K +289 +63%
TNBTD
492
Trustmark National Bank Trust Department
Mississippi
$23K +$23K +750 New
DWM
493
Destination Wealth Management
California
$23K +$23K +762 New
ICM
494
IMS Capital Management
Oregon
$22K -$131K -4,298 -86%
GAM
495
Gemmer Asset Management
California
$21K +$634 +21 +3%
FAM
496
Fred Alger Management
New York
$20K -$6.97K -229 -26%
RCC
497
Red Cedar Capital
Nebraska
$20K – – –
TCOV
498
Trust Company of Vermont
Vermont
$19K -$2.67K -87 -12%
WA
499
WP Advisors
California
$19K +$123 +4 +0.7%
GEA
500
Glen Eagle Advisors
New Jersey
$18.9K +$30 +1 +0.2%
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