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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 %
GIM
301
Goelzer Investment Management
Indiana
$2.46M +$119K +2,065 +5%
GI
302
GLG Inc
New York
$2.45M -$1.52M -26,376 -38%
HW
303
Hancock Whitney
Mississippi
$2.44M -$44.3K -768 -2%
OWD
304
Osborn Williams & Donohoe
Ohio
$2.44M +$404K +7,000 +20%
Citadel Advisors
305
Citadel Advisors
Florida
$2.33M -$1.26M -21,894 -35%
JHIU
306
Janus Henderson Investors US
Colorado
$2.33M -$44.2M -765,656 -95%
BRCM
307
Bright Rock Capital Management
Massachusetts
$2.31M – – –
MIS
308
Morningstar Investment Services
Illinois
$2.3M -$1.48M -25,699 -39%
BNP Paribas Asset Management
309
BNP Paribas Asset Management
France
$2.29M +$50.2K +869 +2%
HC
310
Hendley & Co
Ohio
$2.28M – – –
GIM
311
Greenwich Investment Management
Connecticut
$2.27M +$2.27M +39,345 New
TCOV
312
Trust Company of Vermont
Vermont
$2.27M -$4.22K -73 -0.2%
1SB
313
1ST Source Bank
Indiana
$2.19M +$2.19M +37,963 New
BF
314
BOK Financial
Oklahoma
$2.16M -$244K -4,228 -10%
CNC
315
Citizens & Northern Corp
Pennsylvania
$2.15M -$12.9K -223 -0.6%
ACP
316
Aviance Capital Partners
Florida
$2.15M -$127K -2,200 -6%
NG
317
NatWest Group
United Kingdom
$2.13M +$363K +6,287 +21%
CBT
318
Central Bank & Trust
Kentucky
$2.12M +$79.6K +1,379 +4%
PA
319
Pinnacle Associates
New York
$2.11M +$113K +1,951 +6%
MC
320
Miles Capital
Iowa
$2.1M +$356K +6,163 +20%
Nuveen Asset Management
321
Nuveen Asset Management
Illinois
$2.08M -$121K -2,096 -6%
CAL
322
Capital Analysts LLC
Pennsylvania
$2.07M +$13K +226 +0.6%
SAM
323
Securian Asset Management
Minnesota
$2.06M -$16.3K -282 -0.8%
QI
324
Quotient Investors
New York
$2.06M +$69.3K +1,200 +3%
DC
325
Deere & Company
Illinois
$2M – – –
11 12
13
14 15