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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 %
NMIFOAC
351
National Mutual Insurance Federation of Agricultural Cooperatives
Japan
$1.66M – – –
TMAM
352
Tokio Marine Asset Management
Japan
$1.65M -$186K -3,229 -10%
BCM
353
Brown Capital Management
Maryland
$1.65M -$43.2K -748 -3%
MA
354
MUFG Americas
New York
$1.61M +$93.5K +1,620 +6%
LCM
355
Liberty Capital Management
Michigan
$1.61M +$115K +2,000 +8%
Fifth Third Bancorp
356
Fifth Third Bancorp
Ohio
$1.6M -$60.7K -1,051 -4%
OC
357
Oppenheimer & Co
New York
$1.59M +$77.8K +1,348 +5%
PCM
358
Princeton Capital Management
New Jersey
$1.52M +$10.2K +176 +0.7%
NIC
359
Northwest Investment Counselors
Oregon
$1.5M +$33.5K +580 +2%
AF
360
Arrow Financial
New York
$1.47M +$944K +16,351 +181%
DA
361
Denali Advisors
California
$1.46M -$98.2K -1,700 -6%
NLI
362
Nippon Life Insurance
Japan
$1.44M +$339K +5,880 +31%
CL
363
Croft-Leominster
Maryland
$1.42M +$5.19K +90 +0.4%
FMC
364
First Merchants Corp
Indiana
$1.41M -$122K -2,113 -8%
WTC
365
WhitTier Trust Company
Nevada
$1.39M -$14.4K -250 -1%
GCA
366
Guardian Capital Advisors
Ontario, Canada
$1.39M +$21.5K +360 +2%
FMII
367
Farmers & Merchants Investments Inc
Nebraska
$1.36M +$450K +7,800 +49%
JPMPWA
368
J.P. Morgan Private Wealth Advisors
California
$1.35M -$72.8K -1,261 -5%
AAM
369
Advisors Asset Management
Colorado
$1.35M -$114K -1,976 -8%
FNFDCM
370
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.35M – – –
Zurich Cantonal Bank
371
Zurich Cantonal Bank
Switzerland
$1.34M +$33.6K +582 +3%
TCM
372
Telos Capital Management
California
$1.34M -$16.1K -279 -1%
PGFC
373
Peapack-Gladstone Financial Corp
New Jersey
$1.33M -$27.4K -475 -2%
PCTC
374
Perkins Coie Trust Company
Washington
$1.33M +$1.33M +22,966 New
SIM
375
Sentry Investment Management
Wisconsin
$1.31M +$306K +5,300 +31%
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