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Franklin Resources
527 hedge funds and large institutions have $7.06B invested in Franklin Resources in 2019 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 166 increasing their positions, 210 reducing their positions, and 88 closing their positions.
New
Increased
Maintained
Reduced
Closed
2.02% less ownership
Funds ownership: 50.7% → 48.68% (-2%)
7% less funds holding
Funds holding: 567 → 527 (-40)
21% less capital invested
Capital invested by funds: $8.92B → $7.06B (-$1.86B)
21% less repeat investments, than reductions
Existing positions increased: 166 | Existing positions reduced: 210
29% less call options, than puts
Call options by funds: $29.9M | Put options by funds: $41.9M
43% less first-time investments, than exits
New positions opened: 50 | Existing positions closed: 88
50% less funds holding in top 10
Funds holding in top 10: 12 → 6 (-6)
Holders
527
Holders Change
-40
Holders Change %
-7.05%
% of All Funds
11.56%
Holding in Top 10
6
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-50%
% of All Funds
0.13%
New
50
Increased
166
Reduced
210
Closed
88
Calls
$29.9M
Puts
$41.9M
Net Calls
-$12M
Net Calls Change
-$11M
Top Buyers
| 1 |
First Trust Advisors
Wheaton,
Illinois
|
+$68.1M |
| 2 |
Millennium Management
New York
|
+$50.1M |
| 3 |
Victory Capital Management
San Antonio,
Texas
|
+$38.2M |
| 4 |
Arrowstreet Capital
Boston,
Massachusetts
|
+$33M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$32.9M |
Top Sellers
| 1 |
FMI
Fiduciary Management Inc
Milwaukee,
Wisconsin
|
-$148M |
| 2 |
T. Rowe Price Associates
Baltimore,
Maryland
|
-$113M |
| 3 |
Pzena Investment Management
New York
|
-$74.2M |
| 4 |
APG Asset Management
Amsterdam,
Netherlands
|
-$43.5M |
| 5 |
Vanguard Group
Malvern,
Pennsylvania
|
-$39.8M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FPS
601
Fieldpoint Private Securities
Greenwich,
Connecticut
| – | -$9K | -270 | Closed |
|
|
PCP
602
Proficio Capital Partners
Newton,
Massachusetts
| – | -$7K | -215 | Closed |
|
|
TC
603
Trust Company
Manhattan,
Kansas
| – | -$6K | -171 | Closed |
|
|
EFSCE
604
Enterprise Financial Services Corp (EFSC)
Clayton,
Missouri
| – | -$4K | -109 | Closed |
|
|
PMFA
605
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3K | -96 | Closed |
|
|
SFSIG
606
San Francisco Sentry Investment Group
San Francisco,
California
| – | -$3K | -73 | Closed |
|
|
RCG
607
Ruggie Capital Group
Tavares,
Florida
| – | -$3K | -72 | Closed |
|
|
GWS
608
Glassman Wealth Services
Vienna,
Virginia
| – | -$2K | -70 | Closed |
|
|
EWA
609
Evolution Wealth Advisors
Aventura,
Florida
| – | -$2K | -62 | Closed |
|
|
GAM
610
Griffin Asset Management
New York
| – | -$1K | -30 | Closed |
|
611
Fidelity International
Hamilton,
Bermuda
| – | -$1K | -16 | Closed |
|
|
W
612
WealthStone
Columbus,
Ohio
| – | -$487 | -14 | Closed |
|