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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 %
EARNEST Partners
526
EARNEST Partners
Georgia
$5K – – –
WAP
527
Wealthcare Advisory Partners
Pennsylvania
$5K +$32 +1 +0.6%
CAM
528
Cresset Asset Management
Illinois
$5K +$5K +155 New
WPA
529
West Paces Advisors
Georgia
$4.18K – – –
VanEck Associates
530
VanEck Associates
New York
$4K -$15.2M -568,235 -100%
ATC
531
Adirondack Trust Company
New York
$4K – – –
FMII
532
Farmers & Merchants Investments Inc
Nebraska
$4K – – –
PFBT
533
Parkside Financial Bank & Trust
Missouri
$4K +$458 +15 +13%
LWM
534
Liberty Wealth Management
California
$4K +$4K +160 New
EFSCE
535
Enterprise Financial Services Corp (EFSC)
Missouri
$3K -$1.96K -60 -39%
BAM
536
Bruderman Asset Management
New York
$3K +$27 +1 +0.9%
MCM
537
MV Capital Management
Maryland
$3K +$1.99K +67 +197%
FRA
538
Front Row Advisors
California
$3K +$3K +100 New
TFO
539
Tarbox Family Office
California
$2K -$1K -36 -33%
RA
540
Rational Advisors
New York
$2K -$615 -24 -24%
NIM
541
NuWave Investment Management
New Jersey
$2K -$615 -24 -24%
PG
542
Proffitt & Goodson
Tennessee
$2K – – –
BWM
543
Baystate Wealth Management
Massachusetts
$2K +$33 +1 +2%
TWA
544
TCI Wealth Advisors
Arizona
$2K +$373 +11 +23%
CA
545
Claro Advisors
Massachusetts
$2K +$2K +52 New
LFG
546
Larson Financial Group
Missouri
$2K +$2K +54 New
CFGS
547
Concourse Financial Group Securities
Alabama
$2K +$2K +82 New
CFG
548
Citizens Financial Group
Rhode Island
$1K – – –
PFSC
549
Peoples Financial Services Corp
Pennsylvania
$1K – – –
VCM
550
Versant Capital Management
Arizona
$1K – – –
20 21
22
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