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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 %
BHWM
426
Bar Harbor Wealth Management
New Hampshire
$694K -$18.8K -325 -3%
ECM
427
Everence Capital Management
Indiana
$690K – – –
SCIA
428
Sanibel Captiva Investment Advisers
Illinois
$675K +$263K +4,550 +64%
B
429
BancorpSouth
Mississippi
$660K -$4.16K -72 -0.6%
PJSIMP
430
P.J. Schmidt Investment Management (PJS)
Wisconsin
$654K +$5.2K +90 +0.8%
Walleye Trading
431
Walleye Trading
New York
$650K +$340K +5,883 +110%
TCOO
432
Trust Company of Oklahoma
Oklahoma
$645K +$29.2K +505 +5%
RS
433
Robeco Schweiz
Switzerland
$629K +$629K +11,000 New
AF
434
Allworth Financial
California
$628K -$212K -3,678 -25%
RW
435
Rand Wealth
Maryland
$628K – – –
GIM
436
Grassi Investment Management
California
$623K – – –
EOJOAM
437
E. Ohman J:or Asset Management
Sweden
$618K – – –
AB
438
Amalgamated Bank
New York
$617K -$6.64K -115 -1%
NI
439
Nuance Investments
Missouri
$603K -$519K -8,993 -46%
FFC
440
First Financial Corp
Indiana
$595K +$104K +1,800 +21%
Commonwealth Equity Services
441
Commonwealth Equity Services
Massachusetts
$578K +$139K +2,413 +32%
BMCMI
442
Bryn Mawr Capital Management Inc
Pennsylvania
$577K -$2.06M -35,630 -78%
1IC
443
1919 Investment Counsel
Maryland
$577K -$250K -4,323 -30%
DY
444
Dowling & Yahnke
California
$574K +$25.1K +435 +5%
FNT
445
First National Trust
Pennsylvania
$570K -$15.8K -273 -3%
PAM
446
PartnerRe Asset Management
Connecticut
$561K -$37.1K -642 -6%
PP
447
PDT Partners
New York
$560K -$3.62M -62,620 -87%
CAM
448
Cypress Asset Management
Texas
$545K +$26.3K +455 +5%
HK
449
Horizon Kinetics
New York
$541K +$164K +2,844 +44%
IIM
450
Intact Investment Management
Quebec, Canada
$531K – – –
16 17
18
19 20