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Franklin Resources
BEN

Overview Fund Activity

558 hedge funds and large institutions have $10.9B invested in Franklin Resources in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-26
Holders Change %
-4.45%
% of All Funds
14.65%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
56
Increased
178
Reduced
242
Closed
75
Calls
$106M
Puts
$133M
Net Calls
-$26.8M
Net Calls Change
+$30.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$266M
2
ACM
2
Abrams Capital Management
Massachusetts
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M
4
Morgan Stanley
4
Morgan Stanley
New York
$140M
5
HCM
5
Herndon Capital Management
Georgia
$92.7M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$210M
2
HCM
2
Highfields Capital Management
Massachusetts
$399M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$441K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$160M
5
WA
5
Wintergreen Advisers
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
LMGAM
326
Liberty Mutual Group Asset Management
Massachusetts
$864K -$662K -17,960 -43%
PAM
327
Panagora Asset Management
Massachusetts
$852K -$65.9K -1,789 -7%
WTC
328
WhitTier Trust Company
Nevada
$831K – – –
KBC Group
329
KBC Group
Belgium
$827K +$97.3K +2,641 +13%
ACH
330
ArrowMark Colorado Holdings
Colorado
$804K – – –
BF
331
BOK Financial
Oklahoma
$795K +$34K +924 +4%
ERSOT
332
Employees Retirement System of Texas
Texas
$773K -$73.6K -2,000 -9%
EFS
333
Essex Financial Services
Connecticut
$759K – – –
TCT
334
TIAA CREF Trust
Missouri
$751K +$54.9K +1,491 +8%
CICI
335
Capital Investment Counsel Inc
North Carolina
$744K -$40.5K -1,100 -5%
WIS
336
Wright Investors Service
Connecticut
$701K +$453K +12,300 +183%
LCM
337
Landscape Capital Management
New Jersey
$694K +$694K +18,855 New
DIA
338
Dean Investment Associates
Ohio
$670K -$42.1K -1,142 -6%
Robeco Institutional Asset Management
339
Robeco Institutional Asset Management
Netherlands
$644K +$125K +3,389 +24%
UB
340
UMB Bank
Missouri
$630K -$8.29K -225 -1%
WF
341
Welch & Forbes
Massachusetts
$626K – – –
MA
342
MUFG Americas
New York
$618K -$188K -5,104 -23%
HK
343
Horizon Kinetics
New York
$615K -$68.5K -1,859 -10%
V
344
Veritable
Delaware
$615K +$95K +2,578 +18%
ECM
345
Element Capital Management
New York
$598K +$598K +16,249 New
ID
346
Integral Derivatives
New York
$589K +$589K +16,000 New
CL
347
Croft-Leominster
Maryland
$583K -$102K -2,775 -15%
SRP
348
Saddle Road Partners
Nebraska
$583K +$583K +15,825 New
KPF
349
K2 Principal Fund
Ontario, Canada
$578K -$214K -5,806 -27%
MIS
350
Morningstar Investment Services
Illinois
$572K -$2.49M -67,657 -81%
12 13
14
15 16