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Franklin Resources
BEN

Overview Fund Activity

516 hedge funds and large institutions have $6.27B invested in Franklin Resources in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 159 increasing their positions, 207 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-10
Holders Change %
-1.9%
% of All Funds
10.19%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
67
Increased
159
Reduced
207
Closed
66
Calls
$16.6M
Puts
$30.2M
Net Calls
-$13.5M
Net Calls Change
-$1.54M

Top Buyers

1
State Street
State Street
Massachusetts
$642M
2
ProShare Advisors
ProShare Advisors
Maryland
$103M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$120M
4
AAMU
Amundi Asset Management US
Massachusetts
$25.9M
5
BlackRock
BlackRock
New York
$617M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$51.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$43.1M
3
Ameriprise
Ameriprise
Minnesota
$136M
4
Bank of America
Bank of America
North Carolina
$149M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWA
501
TCI Wealth Advisors
Arizona
$1K -$2.51K -88 -72%
CFG
502
Citizens Financial Group
Rhode Island
$1K -$2.08K -75 -68%
TFO
503
Tarbox Family Office
California
$1K -$263 -15 -21%
PFSC
504
Peoples Financial Services Corp
Pennsylvania
$1K – – –
AWM
505
Avior Wealth Management
Nebraska
$1K – – –
LFG
506
Larson Financial Group
Missouri
$1K – – –
WCG
507
Weaver Consulting Group
California
$1K – – –
BUB
508
BBVA USA Bancshares
Texas
$1K +$1K +33 New
BWM
509
BerganKDV Wealth Management
Minnesota
$1K +$1K +48 New
PW
510
Price Wealth
Texas
$1K +$1K +50 New
TA
511
TFG Advisers
Michigan
$1K +$1K +50 New
Wellington Management Group
512
Wellington Management Group
Massachusetts
– -$11.4M -394,374 Closed
Adage Capital Partners
513
Adage Capital Partners
Massachusetts
– -$7.34M -254,300 Closed
Teacher Retirement System of Texas
514
Teacher Retirement System of Texas
Texas
– -$7.13M -247,183 Closed
HCM
515
Hutchinson Capital Management
California
– -$6.9M -238,899 Closed
PI
516
PGGM Investments
Netherlands
– -$6.71M -232,402 Closed
MC
517
Maverick Capital
Texas
– -$5.57M -192,906 Closed
VRS
518
Virginia Retirement Systems
Virginia
– -$4.19M -145,100 Closed
RIM
519
Redwood Investment Management
Arizona
– -$3.57M -123,624 Closed
PIA
520
Piedmont Investment Advisors
North Carolina
– -$3.38M -117,026 Closed
DWA
521
Douglass Winthrop Advisors
New York
– -$3.19M -110,548 Closed
ZIM
522
Zacks Investment Management
Illinois
– -$3.01M -104,110 Closed
AIMCA
523
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.11M -73,100 Closed
Capital Fund Management (CFM)
524
Capital Fund Management (CFM)
France
– -$1.92M -66,598 Closed
HA
525
Harbor Advisors
Florida
– -$1.6M -55,426 Closed
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