BEN icon

Franklin Resources
BEN

Overview Fund Activity

595 hedge funds and large institutions have $16.9B invested in Franklin Resources in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 245 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
17.28%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.23%
New
49
Increased
199
Reduced
245
Closed
46
Calls
$30.6M
Puts
$30M
Net Calls
+$577K
Net Calls Change
-$10.9M

Top Buyers

1
SAM
Southeastern Asset Management
Tennessee
$110M
2
Prudential Financial
Prudential Financial
New Jersey
$106M
3
Bank of America
Bank of America
North Carolina
$79.2M
4
Harris Associates
Harris Associates
Illinois
$1.58B
5
VVP
Vulcan Value Partners
Alabama
$250M

Top Sellers

1
Norges Bank
Norges Bank
Norway
$102M
2
Deutsche Bank
Deutsche Bank
Germany
$74.5M
3
Calamos Advisors
Calamos Advisors
Illinois
$36.9M
4
PNC Financial Services Group
PNC Financial Services Group
Pennsylvania
$56.9M
5
Wells Fargo
Wells Fargo
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
SMDAM
301
Sumitomo Mitsui DS Asset Management
Japan
$2.08M -$141K -2,590 -6%
CBT
302
Central Bank & Trust
Kentucky
$2.07M +$61.2K +1,121 +3%
PA
303
Pinnacle Associates
New York
$2.06M +$20.5K +376 +1%
NI
304
Nuance Investments
Missouri
$2.01M +$427K +7,827 +27%
PI
305
PineBridge Investments
New York
$2M -$604K -11,070 -23%
SCM
306
Sterling Capital Management
North Carolina
$1.93M +$195K +3,579 +11%
FNBT
307
FineMark National Bank & Trust
Florida
$1.91M +$29.8K +545 +2%
CWM
308
Calamos Wealth Management
Illinois
$1.91M -$820K -15,019 -30%
SAM
309
Securian Asset Management
Minnesota
$1.9M -$45.3K -829 -2%
JCM
310
Jag Capital Management
Missouri
$1.87M +$14.6K +268 +0.8%
BBHC
311
Brown Brothers Harriman & Co
New York
$1.86M -$267K -4,885 -13%
CAM
312
Capstone Asset Management
Texas
$1.82M +$22.4K +410 +1%
OPCM
313
Osborne Partners Capital Management
California
$1.8M – – –
BIC
314
Beach Investment Counsel
Pennsylvania
$1.77M – – –
AF
315
Arrow Financial
New York
$1.75M -$226K -4,139 -11%
HPCM
316
High Pointe Capital Management
Illinois
$1.74M -$803K -14,700 -32%
Zurich Cantonal Bank
317
Zurich Cantonal Bank
Switzerland
$1.73M -$1.56M -28,500 -47%
HT
318
HAP Trading
New York
$1.69M +$1.69M +30,900 New
Nuveen Asset Management
319
Nuveen Asset Management
Illinois
$1.68M – – –
KRS
320
Kentucky Retirement Systems
Kentucky
$1.67M +$1.67M +30,647 New
AIMCA
321
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.66M -$1.4M -25,700 -46%
LSERS
322
Louisiana State Employees Retirement System
Louisiana
$1.65M -$71K -1,300 -4%
KCMRT
323
Kemper Corp Master Retirement Trust
Illinois
$1.64M – – –
ERSOT
324
Employees Retirement System of Texas
Texas
$1.64M +$54.6K +1,000 +3%
Federated Hermes
325
Federated Hermes
Pennsylvania
$1.62M -$180K -3,288 -10%
11 12
13
14 15