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Franklin Resources
BEN

Overview Fund Activity

610 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2017 Q4 according to their latest regulatory filings, with 102 funds opening new positions, 171 increasing their positions, 227 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
610
Holders Change
+57
Holders Change %
+10.31%
% of All Funds
13.85%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.16%
New
102
Increased
171
Reduced
227
Closed
43
Calls
$118M
Puts
$88.9M
Net Calls
+$28.7M
Net Calls Change
-$11.9M

Top Buyers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$160M
2
Citadel Advisors
Citadel Advisors
Florida
$178M
3
Morgan Stanley
Morgan Stanley
New York
$234M
4
AQR Capital Management
AQR Capital Management
Connecticut
$163M
5
Ameriprise
Ameriprise
Minnesota
$214M

Top Sellers

1
HCM
Highfields Capital Management
Massachusetts
$305M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$43.5M
3
LCM
Laurion Capital Management
New York
$10.2M
4
Bank of New York Mellon
Bank of New York Mellon
New York
$136M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$30M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAM
626
Crestone Asset Management
Colorado
– -$504K -11,328 Closed
WS
627
Wedbush Securities
California
– -$415K -9,327 Closed
SIM
628
Sentry Investment Management
Wisconsin
– -$402K -9,031 Closed
ECM
629
ETrade Capital Management
Virginia
– -$369K -8,295 Closed
BF
630
BOK Financial
Oklahoma
– -$333K -7,500 Closed
CANY
631
Caxton Associates (New York)
New York
– -$320K -7,200 Closed
ZCA
632
Zeke Capital Advisors
Pennsylvania
– -$319K -7,175 Closed
CRC
633
Curi RMB Capital
Illinois
– -$319K -7,169 Closed
DWT
634
Dorsey & Whitney Trust
South Dakota
– -$276K -6,209 Closed
DCM
635
Driehaus Capital Management
Illinois
– -$251K -5,642 Closed
PI
636
Putnam Investments
Massachusetts
– -$240K -5,400 Closed
DILIC
637
Dai-ichi Life Insurance Company
Japan
– -$226K -5,072 Closed
LOAME
638
Lombard Odier Asset Management (Europe)
United Kingdom
– -$225K -5,044 Closed
1832 Asset Management
639
1832 Asset Management
Ontario, Canada
– -$209K -4,861 Closed
MJRIC
640
Mogy Joel R Investment Counsel
California
– -$214K -4,800 Closed
HCM
641
Highbridge Capital Management
New York
– -$210K -4,706 Closed
Truist Financial
642
Truist Financial
North Carolina
– -$203K -4,570 Closed
MCIA
643
Mountain Capital Investment Advisors
Colorado
– -$122K -2,752 Closed
NAMA
644
Nikko Asset Management Americas
New York
– -$120K -2,700 Closed
GBBWRPM
645
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$48K -1,088 Closed
NFG
646
Next Financial Group
Texas
– -$49K -1,088 Closed
CFA
647
Carroll Financial Associates
North Carolina
– -$47K -1,056 Closed
Twin Tree Management
648
Twin Tree Management
Texas
– -$34K -769 Closed
AC
649
Alexandria Capital
Virginia
– -$18K -407 Closed
SGAM
650
Smith Group Asset Management
Texas
– -$10K -230 Closed
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