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Franklin Resources
BEN

Overview Fund Activity

558 hedge funds and large institutions have $10.9B invested in Franklin Resources in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-26
Holders Change %
-4.45%
% of All Funds
14.65%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
56
Increased
178
Reduced
242
Closed
75
Calls
$106M
Puts
$133M
Net Calls
-$26.8M
Net Calls Change
+$30.6M

Top Buyers

1
Goldman Sachs
1
Goldman Sachs
New York
$266M
2
ACM
2
Abrams Capital Management
Massachusetts
$194M
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$283M
4
Morgan Stanley
4
Morgan Stanley
New York
$140M
5
HCM
5
Herndon Capital Management
Georgia
$92.7M

Top Sellers

1
Harris Associates
1
Harris Associates
Illinois
$210M
2
HCM
2
Highfields Capital Management
Massachusetts
$399M
3
Two Sigma Investments
3
Two Sigma Investments
New York
$441K
4
Bank of New York Mellon
4
Bank of New York Mellon
New York
$160M
5
WA
5
Wintergreen Advisers
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JIC
426
Johnson Investment Counsel
Ohio
$282K -$24.6K -670 -8%
BHWM
427
Bar Harbor Wealth Management
New Hampshire
$281K -$11K -298 -4%
ECM
428
Everence Capital Management
Indiana
$278K -$16.1K -436 -5%
AIP
429
Ameritas Investment Partners
Nebraska
$277K -$11.5K -314 -4%
CS
430
Cannell & Spears
New York
$274K – – –
EHC
431
Everett Harris & Co
California
$274K – – –
DCM
432
Dynamic Capital Management
Jersey
$273K -$2.73M -74,326 -91%
SCM
433
Shelton Capital Management
Colorado
$273K -$8.66K -235 -3%
FTIOP
434
Fiduciary Trust International of Pennsylvania
Pennsylvania
$272K +$69K +1,875 +34%
LIC
435
Lodestar Investment Counsel
Illinois
$272K +$272K +7,400 New
Pacer Advisors
436
Pacer Advisors
Pennsylvania
$270K +$270K +7,343 New
GAM
437
Guinness Asset Management
United Kingdom
$267K – – –
Bank of Nova Scotia
438
Bank of Nova Scotia
Ontario, Canada
$264K -$2.21K -60 -0.8%
WAM
439
Wallington Asset Management
Indiana
$263K – – –
DSA
440
Davis Selected Advisers
Arizona
$258K – – –
ARMT
441
Amica Retiree Medical Trust
Rhode Island
$252K – – –
PAM
442
Palisade Asset Management
Minnesota
$247K -$76.3K -2,075 -24%
CCM
443
Cadence Capital Management
Massachusetts
$246K +$2.28K +62 +0.9%
LTFS
444
Ladenburg Thalmann Financial Services
Florida
$243K +$32.7K +890 +16%
NB
445
Norinchukin Bank
Japan
$240K -$166K -4,498 -41%
FIB
446
First Interstate Bank
Montana
$239K – – –
FFBTD
447
First Financial Bank - Trust Division
Ohio
$234K -$37.6K -1,020 -14%
BOTW
448
Bank of the West
California
$233K -$723K -19,686 -76%
BJL
449
Brighton Jones LLC
Washington
$232K -$28.9K -786 -11%
FMC
450
First Merchants Corp
Indiana
$231K -$475K -12,865 -67%
16 17
18
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