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Franklin Resources
BEN

Overview Fund Activity

482 hedge funds and large institutions have $4.73B invested in Franklin Resources in 2020 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 167 increasing their positions, 168 reducing their positions, and 54 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
482
Holders Change
+2
Holders Change %
+0.42%
% of All Funds
9.75%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.18%
New
59
Increased
167
Reduced
168
Closed
54
Calls
$10.5M
Puts
$22.8M
Net Calls
-$12.2M
Net Calls Change
-$4.12M

Top Buyers

1
ACL
Azora Capital LP
Florida
$25.1M
2
GC
Gillson Capital
Illinois
$20M
3
AIM
Artemis Investment Management
United Kingdom
$17.8M
4
Canada Life
Canada Life
Manitoba, Canada
$36M
5
Two Sigma Investments
Two Sigma Investments
New York
$26.3M

Top Sellers

1
State Street
State Street
Massachusetts
$567M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$101M
3
Nordea Investment Management
Nordea Investment Management
Sweden
$10M
4
Invesco
Invesco
Georgia
$67.3M
5
ACM
Abrams Capital Management
Massachusetts
$167M
Name Holding Trade Value Shares
Change 		Shares
Change %
SM
501
SG3 Management
Puerto Rico
– -$315K -15,000 Closed
WF
502
Welch & Forbes
Massachusetts
– -$315K -15,000 Closed
QCM
503
Quantinno Capital Management
New York
– -$310K -14,796 Closed
CAM
504
Crestone Asset Management
Colorado
– -$231K -11,000 Closed
BFO
505
Biltmore Family Office
North Carolina
– -$226K -10,800 Closed
FIB
506
First Interstate Bank
Montana
– -$226K -10,789 Closed
PCMC
507
Paragon Capital Management (Colorado)
Colorado
– -$222K -10,603 Closed
AWM
508
AE Wealth Management
Kansas
– -$207K -9,872 Closed
RIM
509
Redpoint Investment Management
Australia
– -$204K -9,714 Closed
PA
510
Pinnacle Associates
New York
– -$200K -9,550 Closed
SF
511
Synovus Financial
Georgia
– -$176K -8,380 Closed
MIFH
512
Migdal Insurance & Financial Holdings
Israel
– -$144K -6,874 Closed
CAN
513
Cetera Advisor Networks
California
– -$130K -6,206 Closed
WC
514
Wexford Capital
Florida
– -$105K -4,990 Closed
QI
515
QS Investors
New York
– -$63K -2,964 Closed
C
516
Cerebellum
California
– -$125K -2,892 Closed
Walleye Trading
517
Walleye Trading
New York
– -$59K -2,802 Closed
RIM
518
Rampart Investment Management
Connecticut
– -$43K -2,074 Closed
HPC
519
HM Payson & Co
Maine
– -$42K -2,000 Closed
BL
520
Balentine LLC
Georgia
– -$29K -1,372 Closed
SC
521
Steph & Co
Wisconsin
– -$22K -1,050 Closed
OPS
522
Orion Portfolio Solutions
Nebraska
– -$21K -1,006 Closed
HA
523
H2O AM
United Kingdom
– -$19K -924 Closed
BFIM
524
Beese Fulmer Investment Management
Ohio
– -$19K -900 Closed
EIP
525
Ellis Investment Partners
Pennsylvania
– -$11K -570 Closed
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