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Franklin Resources
BEN

Overview Fund Activity

516 hedge funds and large institutions have $6.27B invested in Franklin Resources in 2019 Q4 according to their latest regulatory filings, with 67 funds opening new positions, 159 increasing their positions, 207 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
516
Holders Change
-10
Holders Change %
-1.9%
% of All Funds
10.19%
Holding in Top 10
9
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+50%
% of All Funds
0.18%
New
67
Increased
159
Reduced
207
Closed
66
Calls
$16.6M
Puts
$30.2M
Net Calls
-$13.5M
Net Calls Change
-$1.54M

Top Buyers

1
State Street
State Street
Massachusetts
$642M
2
ProShare Advisors
ProShare Advisors
Maryland
$103M
3
Bank of New York Mellon
Bank of New York Mellon
New York
$120M
4
AAMU
Amundi Asset Management US
Massachusetts
$25.9M
5
BlackRock
BlackRock
New York
$617M

Top Sellers

1
APG Asset Management
APG Asset Management
Netherlands
$51.7M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$43.1M
3
Ameriprise
Ameriprise
Minnesota
$136M
4
Bank of America
Bank of America
North Carolina
$149M
5
Janus Henderson Group
Janus Henderson Group
United Kingdom
$11.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CPO
151
Cerity Partners OCIO
New York
$3.11M +$3.11M +121,538 New
RVM
152
Robinson Value Management
Texas
$3.1M +$3.1M +119,379 New
SOADOR
153
State of Alaska Department of Revenue
Alaska
$3.07M -$356K -13,697 -10%
ASRS
154
Arizona State Retirement System
Arizona
$3.06M -$117K -4,516 -4%
MSE
155
MUFG Securities EMEA
United Kingdom
$2.99M +$2.99M +115,000 New
Ohio Public Employees Retirement System (OPERS)
156
Ohio Public Employees Retirement System (OPERS)
Ohio
$2.98M -$779K -29,979 -21%
TIM
157
Triad Investment Management
California
$2.92M +$45.3K +1,745 +2%
AIM
158
ARGA Investment Management
Connecticut
$2.81M – – –
UCI
159
Uncommon Cents Investing
Wisconsin
$2.75M +$267K +10,280 +11%
BA
160
Bridgewater Associates
Connecticut
$2.68M -$9.05M -348,473 -77%
AIA
161
AIMZ Investment Advisors
California
$2.63M +$6.18K +238 +0.2%
Royal London Asset Management
162
Royal London Asset Management
United Kingdom
$2.62M – – –
Wolverine Trading
163
Wolverine Trading
Illinois
$2.58M +$2.58M +99,878 New
Aviva
164
Aviva
United Kingdom
$2.55M -$71.5K -2,753 -3%
AL
165
Arnhold LLC
New York
$2.45M – – –
Envestnet Asset Management
166
Envestnet Asset Management
Illinois
$2.4M -$1.82M -69,976 -43%
Janney Montgomery Scott
167
Janney Montgomery Scott
Pennsylvania
$2.35M +$787K +30,305 +50%
NISOA
168
National Investment Services of America
Wisconsin
$2.24M +$2.24M +86,315 New
SCI
169
S&CO Inc
Massachusetts
$2.19M -$139K -5,365 -6%
Skandinaviska Enskilda Banken (SEB)
170
Skandinaviska Enskilda Banken (SEB)
Sweden
$2.17M +$190K +7,300 +10%
TC
171
TAP Consulting
Missouri
$2.07M -$15.9K -611 -0.8%
LSC
172
Lesa Sroufe & Co
Washington
$2.06M -$108K -4,155 -5%
JPMPWA
173
J.P. Morgan Private Wealth Advisors
California
$2.04M -$564K -21,719 -22%
PNC Financial Services Group
174
PNC Financial Services Group
Pennsylvania
$2.02M -$313K -12,045 -13%
SFM
175
Soros Fund Management
New York
$2.01M – – –
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