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Franklin Resources
BEN

Overview Fund Activity

568 hedge funds and large institutions have $11.4B invested in Franklin Resources in 2017 Q2 according to their latest regulatory filings, with 63 funds opening new positions, 161 increasing their positions, 233 reducing their positions, and 42 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
568
Holders Change
+18
Holders Change %
+3.27%
% of All Funds
14.18%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.3%
New
63
Increased
161
Reduced
233
Closed
42
Calls
$133M
Puts
$70.6M
Net Calls
+$62.6M
Net Calls Change
-$154M

Top Buyers

1
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$79.9M
2
Norges Bank
Norges Bank
Norway
$127M
3
Brown Advisory
Brown Advisory
Maryland
$35.4M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$75.7M
5
Ameriprise
Ameriprise
Minnesota
$63.3M

Top Sellers

1
Select Equity Group
Select Equity Group
New York
$74.6M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$818M
3
Morgan Stanley
Morgan Stanley
New York
$126M
4
American Century Companies
American Century Companies
Missouri
$30.1M
5
State Street
State Street
Massachusetts
$883M
Name Holding Trade Value Shares
Change 		Shares
Change %
LNB
526
Ledyard National Bank
$20K +$13.3K +300 +200%
AC
527
Alexandria Capital
Virginia
$18K – – –
HR
528
Howe & Rusling
New York
$17K -$3.4K -75 -17%
IUHSA
529
Itau Unibanco Holding S.A.
Brazil
$17K +$1.38K +30 +9%
PCM
530
Prelude Capital Management
New York
$16K +$16K +368 New
WB
531
Webster Bank
Connecticut
$15K – – –
OAM
532
Oppenheimer Asset Management
New York
$13K -$1.39M -31,742 -99%
CHC
533
City Holding Co
West Virginia
$13K – – –
MRCM
534
M&R Capital Management
New Jersey
$12K – – –
MA
535
MCF Advisors
Kentucky
$12K – – –
OFW
536
Omnia Family Wealth
Florida
$11K – – –
RFA
537
Reilly Financial Advisors
California
$10K – – –
SGAM
538
Smith Group Asset Management
Texas
$10K +$10K +230 New
PCM
539
Penserra Capital Management
California
$10K +$10K +242 New
PFBT
540
Parkside Financial Bank & Trust
Missouri
$9K – – –
GI
541
Gradient Investments
Minnesota
$9K +$45 +1 +0.5%
QCG
542
Quadrant Capital Group
Ohio
$9K +$155 +8 +2%
LCM
543
Liberty Capital Management
Michigan
$7K -$180K -3,863 -96%
ATC
544
Adirondack Trust Company
New York
$7K – – –
FHA
545
First Horizon Advisors
Tennessee
$7K – – –
MCM
546
MV Capital Management
Maryland
$7K – – –
PFSC
547
Peoples Financial Services Corp
Pennsylvania
$6K – – –
MLFP
548
MPS Loria Financial Planners
Illinois
$6K +$6K +140 New
TFO
549
Tarbox Family Office
California
$5K – – –
TC
550
Trust Company
Kansas
$5K – – –
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22
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