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Franklin Resources

571 hedge funds and large institutions have $16.3B invested in Franklin Resources in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

25% less call options, than puts

Call options by funds: $107M | Put options by funds: $144M

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

105.75% less ownership

Funds ownership: 156.47%50.72% (-106%)

Holders
571
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$144M
Net Calls
Net Calls Change

Top Buyers

1 +$383M
2 +$250M
3 +$108M
4
Wells Fargo
Wells Fargo
California
+$76.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M

Top Sellers

1 -$221M
2 -$122M
3 -$101M
4
Citadel Advisors
Citadel Advisors
Florida
-$80.3M
5
Morgan Stanley
Morgan Stanley
New York
-$68.5M
Name Holding Trade Value Shares
Change
Change in
Stake
426
$550K
427
$546K
428
$546K
429
$546K
430
$539K
431
$524K
432
$521K
433
$519K
434
$513K
435
$490K
436
$485K
437
$480K
438
$480K
439
$465K
440
$460K
441
$458K
442
$455K
443
$455K
444
$454K
445
$453K
446
$450K
447
$448K
448
$444K
449
$437K
450
$435K