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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
+$313M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$265M
3
Harris Associates
Harris Associates
Illinois
+$127M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$125M
5
Prudential Financial
Prudential Financial
New Jersey
+$56.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$461M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$118M
3
PAM
Panagora Asset Management
Massachusetts
-$117M
4
BIT
BlackRock Institutional Trust
California
-$49.8M
5
Ameriprise
Ameriprise
Minnesota
-$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
401
Apriem Advisors
California
$935K – – –
CIC
402
Chilton Investment Company
Connecticut
$896K -$593K -10,286 -40%
RNS
403
Robert N. Shapiro
$896K +$251K +4,350 +39%
CIM
404
CIM Investment Management
Pennsylvania
$873K -$710K -12,296 -45%
MM
405
Midas Management
New York
$866K – – –
EMG
406
Ellington Management Group
Connecticut
$849K +$849K +14,700 New
MIU
407
Man Investments (UK)
United Kingdom
$832K +$318K +5,511 +62%
KRSITF
408
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$825K -$10.8K -187 -1%
WTNA
409
Wilmington Trust National Association
Delaware
$813K – – –
IA
410
Icon Advisers
Colorado
$809K -$104K -1,800 -11%
TU
411
TDAM USA
Ontario, Canada
$808K -$385K -6,681 -32%
BTW
412
Boston Trust Walden
Massachusetts
$806K -$42.9K -743 -5%
MERSOM
413
Municipal Employees' Retirement System of Michigan
Michigan
$797K – – –
BAM
414
Barrett Asset Management
New York
$785K -$11.4K -197 -1%
JG
415
Jefferies Group
New York
$777K -$253K -4,376 -25%
DL
416
Delta Lloyd
Netherlands
$777K +$111K +1,917 +17%
PP
417
Paloma Partners
Connecticut
$773K -$795K -13,768 -51%
PA
418
Profund Advisors
Maryland
$755K +$37.7K +654 +5%
Mackenzie Financial
419
Mackenzie Financial
Ontario, Canada
$746K -$3.52M -61,004 -83%
FFBTD
420
First Financial Bank - Trust Division
Ohio
$727K -$102K -1,770 -12%
OA
421
OFI Advisors
Pennsylvania
$727K +$33.9K +588 +5%
CI
422
Conning Inc
Connecticut
$724K -$107K -1,850 -13%
DILH
423
Dai-ichi Life Holdings
Japan
$724K – – –
AW
424
Alpha Windward
Massachusetts
$706K +$497K +8,608 +238%
WAM
425
Wolverine Asset Management
Illinois
$704K +$704K +12,200 New
15 16
17
18 19