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Franklin Resources
BEN

Overview Fund Activity

548 hedge funds and large institutions have $10.2B invested in Franklin Resources in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 213 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+34
Holders Change %
+6.61%
% of All Funds
13.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
93
Increased
161
Reduced
213
Closed
52
Calls
$305M
Puts
$156M
Net Calls
+$149M
Net Calls Change
+$161M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
+$87.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$41.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$38.5M
4
Asset Management One
Asset Management One
Japan
+$23.9M
5
State Street
State Street
Massachusetts
+$22.1M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$348M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$294M
3
Morgan Stanley
Morgan Stanley
New York
-$158M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$47M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
FQ
226
First Quadrant
California
$2M -$29.6K -749 -1%
CPA
227
Capital Planning Advisors
California
$1.98M – – –
ZCM
228
Zebra Capital Management
Connecticut
$1.94M -$43.5K -1,099 -2%
Nomura Asset Management
229
Nomura Asset Management
Japan
$1.93M -$31.7K -800 -2%
Janus Henderson Group
230
Janus Henderson Group
United Kingdom
$1.93M +$202K +5,100 +12%
Janney Montgomery Scott
231
Janney Montgomery Scott
Pennsylvania
$1.92M +$1.38M +34,924 +258%
CG
232
Cutler Group
California
$1.92M +$1.92M +48,429 New
Two Sigma Advisers
233
Two Sigma Advisers
New York
$1.91M +$1.59M +40,183 +503%
DL
234
Delta Lloyd
Netherlands
$1.9M +$558K +14,092 +42%
JPMPWA
235
J.P. Morgan Private Wealth Advisors
California
$1.88M -$31.6K -798 -2%
MSA
236
Mason Street Advisors
Wisconsin
$1.88M -$3.05K -77 -0.2%
B
237
BP
United Kingdom
$1.82M +$1.82M +46,000 New
GIA
238
Gargoyle Investment Advisor
New Jersey
$1.8M +$482K +12,171 +37%
SI
239
Stephens Inc
Arkansas
$1.76M -$7.36K -186 -0.4%
QIM
240
Quantitative Investment Management
Virginia
$1.76M +$1.08M +27,300 +160%
VHAM
241
Van Hulzen Asset Management
California
$1.74M +$1.74M +44,060 New
BC
242
Burney Company
Virginia
$1.74M -$311K -7,865 -15%
PL
243
Parkwood LLC
Ohio
$1.74M -$909K -22,976 -34%
GCA
244
Guardian Capital Advisors
Ontario, Canada
$1.72M +$3.26K +80 +0.2%
Calamos Advisors
245
Calamos Advisors
Illinois
$1.69M -$22.7K -573 -1%
DnB Asset Management
246
DnB Asset Management
Norway
$1.68M +$135K +3,400 +9%
TRSOTSOK
247
Teachers Retirement System of the State of Kentucky
Kentucky
$1.67M -$230K -5,800 -12%
NIC
248
Northwest Investment Counselors
Oregon
$1.67M +$47.8K +1,207 +3%
WAM
249
World Asset Management
Michigan
$1.65M -$218K -5,506 -12%
GIA
250
GHP Investment Advisors
Colorado
$1.63M +$223K +5,623 +16%
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