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Franklin Resources
BEN

Overview Fund Activity

553 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2017 Q3 according to their latest regulatory filings, with 41 funds opening new positions, 175 increasing their positions, 226 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
553
Holders Change
-15
Holders Change %
-2.64%
% of All Funds
13.81%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.22%
New
41
Increased
175
Reduced
226
Closed
52
Calls
$122M
Puts
$81.7M
Net Calls
+$40.6M
Net Calls Change
-$22M

Top Buyers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$140M
2
Ameriprise
Ameriprise
Minnesota
$150M
3
LCM
Laurion Capital Management
New York
$91.3M
4
APG Asset Management
APG Asset Management
Netherlands
$174M
5
Millennium Management
Millennium Management
New York
$74.7M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
$498M
2
State Street
State Street
Massachusetts
$826M
3
Select Equity Group
Select Equity Group
New York
$29.4M
4
Brown Advisory
Brown Advisory
Maryland
$775K
5
MAMU
Marathon Asset Management (UK)
United Kingdom
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
CHC
526
City Holding Co
West Virginia
$13K – – –
MRCM
527
M&R Capital Management
New Jersey
$13K – – –
MA
528
MCF Advisors
Kentucky
$12K – – –
SFSIG
529
San Francisco Sentry Investment Group
California
$12K +$8.74K +196 +268%
OAM
530
Oppenheimer Asset Management
New York
$10K -$3.08K -70 -24%
RFA
531
Reilly Financial Advisors
California
$10K – – –
SGAM
532
Smith Group Asset Management
Texas
$10K – – –
CFG
533
Citizens Financial Group
Rhode Island
$8K -$13.6K -319 -63%
PFBT
534
Parkside Financial Bank & Trust
Missouri
$8K – – –
FHA
535
First Horizon Advisors
Tennessee
$8K – – –
ATC
536
Adirondack Trust Company
New York
$7K – – –
PFSC
537
Peoples Financial Services Corp
Pennsylvania
$6K – – –
TFO
538
Tarbox Family Office
California
$6K +$1.4K +33 +31%
OFS
539
Orrstown Financial Services
Pennsylvania
$6K +$2.67K +60 +80%
EFSCE
540
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
YWP
541
YorkBridge Wealth Partners
New York
$4K – – –
BWM
542
Baystate Wealth Management
Massachusetts
$3K – – –
FIB
543
First Interstate Bank
Montana
$3K – – –
WAP
544
Wealthcare Advisory Partners
Pennsylvania
$3K +$3K +63 New
TWA
545
TCI Wealth Advisors
Arizona
$2K – – –
CB
546
Community Bank
New York
$2K – – –
VCM
547
Versant Capital Management
Arizona
$2K – – –
Walleye Trading
548
Walleye Trading
New York
$1.28K +$28 +633 +2%
OFW
549
Omnia Family Wealth
Florida
$1K -$8.3K -224 -89%
QAM
550
QCI Asset Management
New York
$1K – – –
20 21
22
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