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Franklin Resources
BEN

Overview Fund Activity

548 hedge funds and large institutions have $10.2B invested in Franklin Resources in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 213 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+34
Holders Change %
+6.61%
% of All Funds
13.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
93
Increased
161
Reduced
213
Closed
52
Calls
$305M
Puts
$156M
Net Calls
+$149M
Net Calls Change
+$161M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
+$87.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$41.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$38.5M
4
Asset Management One
Asset Management One
Japan
+$23.9M
5
State Street
State Street
Massachusetts
+$22.1M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$348M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$294M
3
Morgan Stanley
Morgan Stanley
New York
-$158M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$47M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
376
Cigna Investments
Connecticut
$508K +$508K +12,833 New
BLAM
377
Bourne Lent Asset Management
New York
$505K – – –
BIG
378
Bellwether Investment Group
Tennessee
$485K +$485K +12,245 New
HAG
379
HighPoint Advisor Group
Illinois
$470K -$40.7K -938 -8%
Fifth Third Bancorp
380
Fifth Third Bancorp
Ohio
$454K -$20.4K -515 -4%
CAM
381
Crestone Asset Management
Colorado
$448K +$448K +11,328 New
MERSOM
382
Municipal Employees' Retirement System of Michigan
Michigan
$446K -$14.6K -370 -3%
KRSITF
383
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$445K -$294K -7,411 -40%
PA
384
Profund Advisors
Maryland
$444K +$99.7K +2,521 +29%
TRCT
385
Tower Research Capital (TRC)
New York
$443K +$51.2K +1,293 +13%
BHWM
386
Bar Harbor Wealth Management
New Hampshire
$443K +$135K +3,400 +44%
EP
387
Elkfork Partners
Oregon
$443K +$443K +11,198 New
CL
388
Croft-Leominster
Maryland
$439K -$501K -14,110 Closed
MA
389
MUFG Americas
New York
$439K -$21.6K -547 -5%
William Blair & Company
390
William Blair & Company
Illinois
$437K +$36.3K +917 +9%
GIM
391
Grassi Investment Management
California
$427K – – –
IAA
392
Ironsides Asset Advisors
North Carolina
$427K – – –
PIM
393
Profit Investment Management
Maryland
$426K -$13.6K -345 -3%
NB
394
Norinchukin Bank
Japan
$426K +$92.4K +2,336 +28%
SIA
395
Sit Investment Associates
Minnesota
$424K – – –
HK
396
Horizon Kinetics
New York
$412K -$41.6K -1,053 -9%
DADC
397
D.A. Davidson & Co
Montana
$409K -$72.5K -1,834 -15%
BFA
398
Bragg Financial Advisors
North Carolina
$407K +$407K +10,285 New
RWA
399
Ropes Wealth Advisors
Massachusetts
$404K – – –
Daiwa Securities Group
400
Daiwa Securities Group
Japan
$404K +$31.7K +800 +9%
14 15
16
17 18