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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 %
Aristotle Capital Management
451
Aristotle Capital Management
California
$520K – – –
DWA
452
Douglass Winthrop Advisors
New York
$520K – – –
ST
453
Spot Trading
Illinois
$508K +$26.7K +463 +6%
GVT
454
Genesee Valley Trust
New York
$505K -$6.17K -107 -1%
Tudor Investment Corp
455
Tudor Investment Corp
Connecticut
$497K +$116K +2,001 +30%
GMIM
456
General Motors Investment Management
New York
$496K +$34.9K +605 +8%
SF
457
Synovus Financial
Georgia
$495K – – –
AIP
458
Ameritas Investment Partners
Nebraska
$489K -$7.44K -129 -1%
BDF
459
Balasa Dinverno & Foltz
$486K -$2.89K -50 -0.6%
AA
460
ALPS Advisors
Colorado
$486K +$237K +4,550 +95%
WFM
461
Wilmington Funds Management
Delaware
$481K – – –
CICI
462
Capital Investment Counsel Inc
North Carolina
$473K -$52K -900 -10%
PTC
463
Private Trust Company
Ohio
$473K -$10.3K -178 -2%
WTIM
464
Wilmington Trust Investment Management
Delaware
$469K – – –
BC
465
Banced Corp
Illinois
$468K -$39.5K -685 -8%
Rafferty Asset Management
466
Rafferty Asset Management
New York
$467K -$199K -3,446 -30%
EHC
467
Everett Harris & Co
California
$450K – – –
HIM
468
Hermes Investment Management
United Kingdom
$450K – – –
MJRIC
469
Mogy Joel R Investment Counsel
California
$450K – – –
Fuller & Thaler Asset Management
470
Fuller & Thaler Asset Management
California
$447K – – –
FAM
471
Formidable Asset Management
Ohio
$437K -$11K -210 -2%
CC
472
ClearArc Capital
Ohio
$434K +$13.7K +238 +3%
PWP
473
Private Wealth Partners
California
$433K – – –
CNB
474
City National Bank
California
$432K +$164K +2,839 +61%
CS
475
Cannell & Spears
New York
$430K -$307K -5,319 -42%
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