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Franklin Resources
BEN

Overview Fund Activity

476 hedge funds and large institutions have $4.07B invested in Franklin Resources in 2020 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 183 increasing their positions, 156 reducing their positions, and 93 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
476
Holders Change
-40
Holders Change %
-7.75%
% of All Funds
10.51%
Holding in Top 10
7
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-22.22%
% of All Funds
0.15%
New
60
Increased
183
Reduced
156
Closed
93
Calls
$7.58M
Puts
$14.9M
Net Calls
-$7.34M
Net Calls Change
+$6.19M

Top Buyers

1
CCP
Clarkston Capital Partners
Michigan
+$115M
2
PP
Prudential plc
United Kingdom
+$58M
3
State Street
State Street
Massachusetts
+$53.6M
4
Invesco
Invesco
Georgia
+$37.7M
5
PPA
Parametric Portfolio Associates
Washington
+$19.6M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$78.6M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$60M
3
APG Asset Management
APG Asset Management
Netherlands
-$33.7M
4
EIC
Equity Investment Corp
Georgia
-$31M
5
Ninety One (UK)
Ninety One (UK)
United Kingdom
-$28.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
201
Simmons Bank
Arkansas
$838K +$838K +50,233 New
Janus Henderson Group
202
Janus Henderson Group
United Kingdom
$826K -$6.38M -382,318 -89%
NSAM
203
North Star Asset Management
Wisconsin
$815K -$71.8K -4,300 -8%
FWCM
204
Ferguson Wellman Capital Management
Oregon
$801K – – –
OSIA
205
O'Shares Investment Advisers
Massachusetts
$766K -$567 -34 -0.1%
FP
206
Factorial Partners
New York
$761K -$2.8M -167,900 -79%
LFAS
207
Level Four Advisory Services
Texas
$760K +$2.41K +144 +0.3%
MAP
208
Moody Aldrich Partners
Massachusetts
$733K +$261K +15,620 +55%
MERSOM
209
Municipal Employees' Retirement System of Michigan
Michigan
$729K – – –
PP
210
Paloma Partners
Connecticut
$726K -$8.93M -534,372 -92%
RPWA
211
Regent Peak Wealth Advisors
Georgia
$711K +$711K +42,615 New
MLICM
212
Metropolitan Life Insurance Company (MetLife)
New York
$703K -$2.67K -160 -0.4%
Wellington Management Group
213
Wellington Management Group
Massachusetts
$681K +$681K +40,811 New
KOCAA
214
Knights of Columbus Asset Advisors
Connecticut
$679K +$38.4K +2,300 +6%
GF
215
Gabelli Funds
New York
$674K +$48.4K +2,900 +8%
AB
216
Amalgamated Bank
New York
$673K -$27.2K -1,629 -4%
CICI
217
Capital Investment Counsel Inc
North Carolina
$670K +$121K +7,250 +22%
CB
218
Commerce Bank
Missouri
$665K -$124K -7,404 -16%
MSA
219
Mason Street Advisors
Wisconsin
$664K – – –
CGH
220
Crossmark Global Holdings
Texas
$642K +$7.95K +476 +1%
MOACM
221
Mutual of America Capital Management
New York
$636K +$7.93K +475 +1%
WHG
222
Westwood Holdings Group
Texas
$632K +$632K +37,850 New
Millennium Management
223
Millennium Management
New York
$631K -$22.9M -1,372,841 -97%
APF
224
Alaska Permanent Fund
Alaska
$627K +$627K +37,540 New
BAM
225
Boyar Asset Management
New York
$621K +$250K +14,972 +67%
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