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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 %
PAM
351
Panagora Asset Management
Massachusetts
$1.24M -$10.9M -199,559 -90%
WTC
352
WhitTier Trust Company
Nevada
$1.23M -$54.6K -1,000 -4%
VKH
353
Virtu KCG Holdings
New York
$1.23M +$897K +16,422 +267%
Fisher Asset Management
354
Fisher Asset Management
Washington
$1.23M +$17.7K +324 +1%
V
355
Veritable
Delaware
$1.22M -$12.5K -229 -1%
BF
356
BOK Financial
Oklahoma
$1.2M +$222K +4,076 +23%
GIA
357
GHP Investment Advisors
Colorado
$1.2M +$69K +1,263 +6%
FMII
358
Farmers & Merchants Investments Inc
Nebraska
$1.19M -$95.5K -1,750 -7%
JPMPWA
359
J.P. Morgan Private Wealth Advisors
California
$1.18M +$20.4K +374 +2%
CL
360
Croft-Leominster
Maryland
$1.15M -$27.3K -500 -2%
DCM
361
Dynamic Capital Management
Jersey
$1.13M +$1.13M +20,700 New
EFS
362
Essex Financial Services
Connecticut
$1.13M – – –
NI
363
Numeric Investors
Massachusetts
$1.13M +$1.13M +20,600 New
QI
364
Quotient Investors
New York
$1.1M – – –
PTC
365
Philadelphia Trust Company
Pennsylvania
$1.07M +$1.07M +19,593 New
Janney Montgomery Scott
366
Janney Montgomery Scott
Pennsylvania
$1.07M +$59.6K +1,091 +6%
PGFC
367
Peapack-Gladstone Financial Corp
New Jersey
$1.04M -$54.6K -1,000 -5%
CSS
368
Cubist Systematic Strategies
Connecticut
$1.03M +$676K +12,389 +191%
TCT
369
TIAA CREF Trust
Missouri
$1.03M -$74K -1,356 -7%
SIM
370
Sentry Investment Management
Wisconsin
$1.02M -$126K -2,311 -11%
WF
371
Welch & Forbes
Massachusetts
$1.02M – – –
AAM
372
Advisors Asset Management
Colorado
$1.02M -$176K -3,231 -15%
QT
373
Quantbot Technologies
New York
$1.02M +$1.02M +18,631 New
DL
374
Delta Lloyd
Netherlands
$1.01M +$168K +3,073 +20%
DSAM
375
Dock Street Asset Management
Florida
$988K -$5.45M -99,707 -85%
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