BEN icon

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 %
QCG
501
Quadrant Capital Group
Ohio
$18K -$2.01K -83 -10%
HCM
502
Highlander Capital Management
New Jersey
$18K – – –
JFA
503
JNBA Financial Advisors
Minnesota
$18K +$18K +600 New
AOWM
504
Alpha Omega Wealth Management
Virginia
$18K +$18K +600 New
BCWM
505
Bartlett & Co Wealth Management
Ohio
$17K -$93.7K -3,058 -85%
BC
506
Bartlett & Co
Ohio
$17K -$93.7K -3,058 -85%
LNB
507
Ledyard National Bank
$16K – – –
RE
508
RBC Europe
United Kingdom
$16K – – –
ST
509
Smithfield Trust
Pennsylvania
$15K – – –
VEA
510
Virtus ETF Advisers
New York
$14K – – –
KLWA
511
Kelly Lawrence W & Associates
California
$13K – – –
BGIM
512
Brandywine Global Investment Management
Pennsylvania
$12K – – –
MRCM
513
M&R Capital Management
New Jersey
$9K – – –
CHC
514
City Holding Co
West Virginia
$9K – – –
SFSIG
515
San Francisco Sentry Investment Group
California
$9K +$4.48K +142 +99%
AA
516
Ancora Advisors
Ohio
$9K +$9K +300 New
ASN
517
Advisory Services Network
Georgia
$7K -$64.2K -2,000 -90%
RFA
518
Reilly Financial Advisors
California
$7K – – –
RCAG
519
Rehmann Capital Advisory Group
Michigan
$6.9K – – –
FHA
520
Flagship Harbor Advisors
Massachusetts
$6K – – –
HWA
521
Heritage Wealth Advisors
Virginia
$6K +$6K +205 New
GP
522
Girard Partners
Pennsylvania
$6K +$6K +230 New
WB
523
Webster Bank
Connecticut
$5K -$5K -168 -50%
HR
524
Howe & Rusling
New York
$5K – – –
HWM
525
Holloway Wealth Management
Florida
$5K – – –
19 20
21
22 23