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Franklin Resources
BEN

Overview Fund Activity

600 hedge funds and large institutions have $18.3B invested in Franklin Resources in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 198 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
17.26%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
57
Increased
198
Reduced
238
Closed
43
Calls
$31.9M
Puts
$20.5M
Net Calls
+$11.5M
Net Calls Change
+$14.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M
2
Harris Associates
Harris Associates
Illinois
+$66.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$47.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$36M
5
AAM
Aberdeen Asset Management
United Kingdom
+$31.4M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$137M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$127M
3
Prudential Financial
Prudential Financial
New Jersey
-$64.7M
4
SB
Suntrust Banks
Georgia
-$63.2M
5
American Century Companies
American Century Companies
Missouri
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AB
426
Amalgamated Bank
New York
$658K +$52.5K +909 +9%
RW
427
Rand Wealth
Maryland
$629K – – –
GIM
428
Grassi Investment Management
California
$625K – – –
DY
429
Dowling & Yahnke
California
$622K -$36.5K -630 -6%
DIA
430
Denver Investment Advisors
Colorado
$599K – – –
LCS
431
Levin Capital Strategies
New York
$578K +$578K +10,000 New
PP
432
PDT Partners
New York
$561K – – –
WAM
433
Wolverine Asset Management
Illinois
$561K +$561K +9,700 New
1IC
434
1919 Investment Counsel
Maryland
$558K – – –
Thrivent Financial for Lutherans
435
Thrivent Financial for Lutherans
Minnesota
$549K +$549K +9,500 New
WAM
436
Wallington Asset Management
Indiana
$546K +$286K +4,950 +110%
IIM
437
Intact Investment Management
Quebec, Canada
$532K – – –
DWA
438
Douglass Winthrop Advisors
New York
$526K – – –
WTIM
439
Wilmington Trust Investment Management
Delaware
$522K +$28.9K +500 +6%
QI
440
QS Investors
New York
$520K +$520K +8,995 New
FAM
441
Formidable Asset Management
Ohio
$510K +$26K +450 +5%
EOJOAM
442
E. Ohman J:or Asset Management
Sweden
$503K -$121K -2,100 -19%
PAM
443
PartnerRe Asset Management
Connecticut
$494K -$70.3K -1,215 -12%
CIC
444
Chilton Investment Company
Connecticut
$492K -$405K -7,000 -45%
BDF
445
Balasa Dinverno & Foltz
$481K +$1.16K +20 +0.2%
Cambridge Investment Research Advisors
446
Cambridge Investment Research Advisors
Iowa
$469K +$44K +761 +10%
CC
447
ClearArc Capital
Ohio
$468K +$4.63K +80 +1%
CAM
448
Cypress Asset Management
Texas
$466K -$6.07K -105 -1%
PMG
449
ProVise Management Group
Florida
$465K – – –
HFS
450
HL Financial Services
Kentucky
$465K +$109K +1,889 +31%
16 17
18
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