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Franklin Resources
BEN

Overview Fund Activity

514 hedge funds and large institutions have $9.68B invested in Franklin Resources in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 223 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-5
Holders Change %
-0.96%
% of All Funds
13.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
45
Increased
143
Reduced
223
Closed
46
Calls
$96.5M
Puts
$108M
Net Calls
-$11.9M
Net Calls Change
+$39.5M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$689M
2
State Street
State Street
Massachusetts
$711M
3
Morgan Stanley
Morgan Stanley
New York
$286M
4
KP
Kiltearn Partners
United Kingdom
$195M
5
APG Asset Management
APG Asset Management
Netherlands
$70.1M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$208M
2
HCM
Herndon Capital Management
Georgia
$113K
3
ClearBridge Investments
ClearBridge Investments
New York
$4.21M
4
American Century Companies
American Century Companies
Missouri
$43.6M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIM
301
Cetera Investment Management
California
$715K -$78.9K -2,217 -10%
COPPSERS
302
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$714K -$336K -9,433 -32%
GL
303
GLG LLC
New York
$713K -$37.5K -1,056 -5%
GWA
304
Guidant Wealth Advisors
Illinois
$688K +$688K +19,237 New
SIC
305
SFE Investment Counsel
California
$685K – – –
DCM
306
Dynamic Capital Management
Jersey
$683K +$286K +8,034 +72%
MYLI
307
Meiji Yasuda Life Insurance
Japan
$679K -$263K -7,400 -28%
CIM
308
CenturyLink Investment Management
Colorado
$678K – – –
EWM
309
Evercore Wealth Management
New York
$677K -$92.9K -2,610 -12%
EGM
310
Engineers Gate Manager
New York
$673K +$673K +18,921 New
WB
311
WesBanco Bank
West Virginia
$671K -$28.5K -801 -4%
KRSITF
312
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$663K +$134K +3,765 +25%
DLHL
313
Donald L. Hagan LLC
Florida
$657K +$55.6K +1,565 +9%
Capstone Investment Advisors
314
Capstone Investment Advisors
New York
$654K -$323K -9,100 -33%
Wellington Management Group
315
Wellington Management Group
Massachusetts
$653K +$653K +18,363 New
LS
316
Livforsakringsbolaget Skandia
Sweden
$643K -$708K -19,163 -52%
DVM
317
Dreman Value Management
Florida
$643K – – –
TCM
318
Twin Capital Management
Pennsylvania
$632K -$1.37M -38,482 -68%
AIP
319
Ameritas Investment Partners
Nebraska
$631K +$363K +10,205 +135%
OWD
320
Osborn Williams & Donohoe
Ohio
$626K -$168K -4,728 -21%
TCT
321
TIAA CREF Trust
Missouri
$610K -$56.2K -1,581 -8%
QIM
322
Quantitative Investment Management
Virginia
$608K +$608K +17,100 New
AB
323
Amalgamated Bank
New York
$600K -$7.94K -223 -1%
RSVP
324
Ramsay Stattman Vela & Price
Colorado
$597K – – –
RIM
325
Rampart Investment Management
Connecticut
$583K +$583K +16,384 New
11 12
13
14 15