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

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
BlackRock Institutional Trust
California
$606M
5
Ameriprise
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
BSPF
276
British Steel Pension Fund
United Kingdom
$3.15M -$203K -3,515 -6%
AC
277
Addenda Capital
Quebec, Canada
$3.11M -$170K -2,939 -5%
AL
278
Airain Ltd
Guernsey
$3.08M +$3.08M +53,363 New
Nomura Asset Management
279
Nomura Asset Management
Japan
$3.01M -$541K -9,364 -15%
ECM
280
Exchange Capital Management
Michigan
$3.01M +$22.9K +396 +0.8%
ISL
281
Ingalls & Snyder LLC
New York
$2.99M – – –
RCM
282
Riverhead Capital Management
Delaware
$2.91M +$1.52M +26,367 +110%
TBA
283
Tower Bridge Advisors
Pennsylvania
$2.9M +$316K +5,475 +12%
CWM
284
Calamos Wealth Management
Illinois
$2.86M -$21.1K -366 -0.7%
Janus Henderson Group
285
Janus Henderson Group
United Kingdom
$2.82M – – –
DFIM
286
Detwiler Fenton Investment Management
Massachusetts
$2.81M -$5.25K -91 -0.2%
SSI
287
Scott & Selber Inc
Texas
$2.8M +$20.5K +355 +0.7%
TH
288
Timber Hill
Connecticut
$2.76M +$2.76M +47,878 New
WB
289
WesBanco Bank
West Virginia
$2.7M -$251K -4,350 -9%
ZAM
290
Zevin Asset Management
Massachusetts
$2.62M +$45.3K +784 +2%
D.E. Shaw & Co
291
D.E. Shaw & Co
New York
$2.59M +$2.34M +40,463 +910%
Northwestern Mutual Wealth Management
292
Northwestern Mutual Wealth Management
Wisconsin
$2.58M +$38.4K +666 +2%
CAM
293
Capstone Asset Management
Texas
$2.56M -$1.4M -24,266 -35%
GIA
294
Gateway Investment Advisers
Ohio
$2.54M -$147K -2,550 -5%
Los Angeles Capital Management
295
Los Angeles Capital Management
California
$2.52M -$45K -780 -2%
WT
296
Whittier Trust
California
$2.52M – – –
ABC
297
Associated Banc-Corp
Wisconsin
$2.49M -$86K -1,490 -3%
RC
298
RBO & Co
California
$2.47M – – –
AAM
299
Aberdeen Asset Management
United Kingdom
$2.47M – – –
MME
300
Meag Munich Ergo
Germany
$2.46M +$2.46M +43,122 New
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