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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $18.4B invested in Franklin Resources in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+33
Holders Change %
+5.78%
% of All Funds
17.54%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.58%
New
74
Increased
192
Reduced
252
Closed
33
Calls
$59.5M
Puts
$89.5M
Net Calls
-$30M
Net Calls Change
+$6.52M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$715M
2
Massachusetts Financial Services
2
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
3
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
4
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
5
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
3
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
4
BlackRock Institutional Trust
California
$606M
5
Ameriprise
5
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
WMSA
226
Weiss Multi-Strategy Advisers
New York
$5.77M +$5.77M +100,000 New
Mitsubishi UFJ Asset Management
227
Mitsubishi UFJ Asset Management
Japan
$5.68M -$675K -11,830 -11%
IG
228
ING Group
Netherlands
$5.68M -$2.33M -40,436 -29%
SIPS
229
Shelter Insurance Profit Sharing
Missouri
$5.56M – – –
ARC
230
Absolute Return Capital
Massachusetts
$5.55M +$2.02M +35,016 +57%
BT
231
Beacon Trust
New Jersey
$5.54M +$35.4K +613 +0.6%
CIBC Asset Management
232
CIBC Asset Management
Ontario, Canada
$5.49M -$269K -4,656 -5%
LBG
233
Lloyds Banking Group
United Kingdom
$5.43M +$701K +12,139 +15%
PIM
234
Perkins Investment Management
Illinois
$5.41M – – –
AIMCA
235
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.17M -$5.78M -100,200 -53%
Asset Management One
236
Asset Management One
Japan
$5.16M +$1.73M +30,111 +50%
RFC
237
Regions Financial Corp
Alabama
$5.01M -$102K -1,771 -2%
FWCM
238
Ferguson Wellman Capital Management
Oregon
$4.88M -$28.9K -500 -0.6%
TIP
239
Torray Investment Partners
Maryland
$4.74M -$133K -2,310 -3%
HJA
240
Hugh Johnson Advisors
New York
$4.74M -$74.2K -1,286 -2%
OPERF
241
Oregon Public Employees Retirement Fund
Oregon
$4.69M +$1.43M +24,700 +44%
RT
242
Rockland Trust
Massachusetts
$4.68M +$84.1K +1,456 +2%
OTPPB
243
Ontario Teachers' Pension Plan Board
Ontario, Canada
$4.65M -$982K -17,014 -17%
BFO
244
Boston Family Office
Massachusetts
$4.54M -$39K -675 -0.9%
COPPSERS
245
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.45M -$344K -5,965 -7%
First Trust Advisors
246
First Trust Advisors
Illinois
$4.43M +$2.85M +49,344 +180%
SLI
247
Sumitomo Life Insurance
Japan
$4.36M +$623K +10,798 +17%
MCM
248
Matterhorn Capital Management
Texas
$4.26M -$11.8K -205 -0.3%
URS
249
Utah Retirement Systems
Utah
$4.25M – – –
FMT
250
First Mercantile Trust
Tennessee
$4.24M -$335K -5,800 -7%
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10
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