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Franklin Resources
BEN

Overview Fund Activity

589 hedge funds and large institutions have $17.4B invested in Franklin Resources in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 220 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
-15
Holders Change %
-2.48%
% of All Funds
17.02%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.38%
New
42
Increased
220
Reduced
228
Closed
46
Calls
$24.7M
Puts
$27.5M
Net Calls
-$2.77M
Net Calls Change
+$27.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$497M
2
Harris Associates
Harris Associates
Illinois
+$236M
3
HCM
Highfields Capital Management
Massachusetts
+$101M
4
FPP
Findlay Park Partners
United Kingdom
+$82.4M
5
Goldman Sachs
Goldman Sachs
New York
+$73.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
Ameriprise
Ameriprise
Minnesota
-$260M
3
KIG
Kovitz Investment Group
Illinois
-$83.7M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$75.2M
5
PI
PGGM Investments
Netherlands
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
B
426
BancorpSouth
Mississippi
$609K -$10.6K -195 -2%
RW
427
Rand Wealth
Maryland
$589K – – –
EOJOAM
428
E. Ohman J:or Asset Management
Sweden
$585K – – –
GIM
429
Grassi Investment Management
California
$585K – – –
Commonwealth Equity Services
430
Commonwealth Equity Services
Massachusetts
$576K +$33.9K +627 +6%
CIBC Private Wealth Group
431
CIBC Private Wealth Group
Georgia
$571K +$571K +10,372 New
AB
432
Amalgamated Bank
New York
$568K -$11.4K -210 -2%
WJA
433
Williams Jones & Associates
New York
$566K +$283K +5,223 +100%
DIA
434
Denver Investment Advisors
Colorado
$561K – – –
PAM
435
PartnerRe Asset Management
Connecticut
$529K +$2.06K +38 +0.4%
PP
436
PDT Partners
New York
$526K – – –
1IC
437
1919 Investment Counsel
Maryland
$522K -$19K -350 -4%
IIM
438
Intact Investment Management
Quebec, Canada
$498K – – –
GVT
439
Genesee Valley Trust
New York
$493K +$18.7K +346 +4%
DWA
440
Douglass Winthrop Advisors
New York
$492K +$4.87K +90 +1%
Aristotle Capital Management
441
Aristotle Capital Management
California
$488K – – –
SF
442
Synovus Financial
Georgia
$477K +$12.3K +226 +3%
CICI
443
Capital Investment Counsel Inc
North Carolina
$466K +$21.7K +400 +5%
WTIM
444
Wilmington Trust Investment Management
Delaware
$462K +$21.7K +400 +5%
BA
445
Bridgewater Associates
Connecticut
$460K +$460K +8,483 New
WFM
446
Wilmington Funds Management
Delaware
$452K – – –
BDF
447
Balasa Dinverno & Foltz
$450K -$5.96K -110 -1%
SEC
448
Seven Eight Capital
New York
$450K +$136K +2,500 +43%
CAM
449
Cypress Asset Management
Texas
$442K -$68.8K -1,270 -13%
AIP
450
Ameritas Investment Partners
Nebraska
$438K -$21.2K -392 -5%
16 17
18
19 20