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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 %
TC
551
Trust Company
Kansas
$5K – – –
GRP
552
Global Retirement Partners
California
$4K -$3.33K -70 -45%
YWP
553
YorkBridge Wealth Partners
New York
$4K – – –
EFSCE
554
Enterprise Financial Services Corp (EFSC)
Missouri
$4K – – –
OFS
555
Orrstown Financial Services
Pennsylvania
$3K -$2.2K -55 -42%
CB
556
Community Bank
New York
$3K – – –
FIB
557
First Interstate Bank
Montana
$3K – – –
BWM
558
Baystate Wealth Management
Massachusetts
$3K – – –
SFSIG
559
San Francisco Sentry Investment Group
California
$3K +$3K +73 New
VCM
560
Versant Capital Management
Arizona
$2K – – –
TWA
561
TCI Wealth Advisors
Arizona
$2K – – –
Walleye Trading
562
Walleye Trading
New York
$1.26K -$1.84K -41,156 -59%
QAM
563
QCI Asset Management
New York
$1K – – –
PCP
564
Proficio Capital Partners
Massachusetts
$1K – – –
SIC
565
Salem Investment Counselors
North Carolina
$1K +$1K +19 New
AWM
566
Avior Wealth Management
Nebraska
$1K +$1K +24 New
BWA
567
BDO Wealth Advisors
Florida
$1K +$1K +33 New
JCM
568
Junto Capital Management
New York
– -$34.1M -808,817 Closed
RP
569
Reinhart Partners
Wisconsin
– -$19.8M -471,012 Closed
ACM
570
Academy Capital Management
Texas
– -$14.6M -346,525 Closed
Susquehanna International Group
571
Susquehanna International Group
Pennsylvania
– -$10.9M -259,808 Closed
Calamos Advisors
572
Calamos Advisors
Illinois
– -$1.79M -42,559 Closed
CC
573
Cipher Capital
New York
– -$1.71M -40,659 Closed
MWNA
574
Marshall Wace North America
New York
– -$1.44M -34,390 Closed
Group One Trading
575
Group One Trading
Illinois
– -$1.35M -32,089 Closed
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