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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 %
AAMU
501
Amundi Asset Management US
Massachusetts
$15.1K -$3.31K -53,998 -18%
DWM
502
Destination Wealth Management
California
$15K -$7.68K -258 -34%
DWM
503
Doyle Wealth Management
Florida
$15K +$15K +500 New
ST
504
Smithfield Trust
Pennsylvania
$14K – – –
VEA
505
Virtus ETF Advisers
New York
$14K – – –
KLWA
506
Kelly Lawrence W & Associates
California
$13K – – –
MNBTD
507
Moody National Bank Trust Division
Texas
$12K +$12K +417 New
SPL
508
Smart Portfolios LLC
Washington
$9K +$9K +313 New
PAMU
509
Pictet Asset Management (UK)
United Kingdom
$8.33K -$2.78K -93,800 -25%
MRCM
510
M&R Capital Management
New Jersey
$8K – – –
RCAG
511
Rehmann Capital Advisory Group
Michigan
$7.53K +$801 +27 +12%
CFA
512
Clarfeld Financial Advisors
New York
$7K +$7K +225 New
PCP
513
Proficio Capital Partners
Massachusetts
$7K +$7K +231 New
AIA
514
Alera Investment Advisors
Illinois
$7K +$7K +250 New
CHC
515
City Holding Co
West Virginia
$6K -$2.54K -89 -30%
RFA
516
Reilly Financial Advisors
California
$6K – – –
ASN
517
Advisory Services Network
Georgia
$6K – – –
HWA
518
Heritage Wealth Advisors
Virginia
$6K – – –
WANY
519
Wealthspire Advisors (New York)
New York
$6K +$6K +195 New
FHA
520
First Horizon Advisors
Tennessee
$6K +$6K +229 New
GT
521
Glenmede Trust
Pennsylvania
$5.34K +$714 +24,078 +15%
GEA
522
Glen Eagle Advisors
New Jersey
$5.15K -$13.4K -449 -72%
FAM
523
Fred Alger Management
New York
$5K -$13K -474 -72%
SFSIG
524
San Francisco Sentry Investment Group
California
$5K -$4.02K -127 -45%
FHA
525
Flagship Harbor Advisors
Massachusetts
$5K – – –
19 20
21
22 23