BEN icon

Franklin Resources
BEN

Overview Fund Activity

584 hedge funds and large institutions have $11.2B invested in Franklin Resources in 2015 Q3 according to their latest regulatory filings, with 61 funds opening new positions, 231 increasing their positions, 200 reducing their positions, and 80 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
584
Holders Change
-20
Holders Change %
-3.31%
% of All Funds
16.32%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.34%
New
61
Increased
231
Reduced
200
Closed
80
Calls
$93.1M
Puts
$151M
Net Calls
-$57.5M
Net Calls Change
-$58.9M

Top Buyers

1
VVP
Vulcan Value Partners
Alabama
+$195M
2
Pzena Investment Management
Pzena Investment Management
New York
+$90.3M
3
Bank of America
Bank of America
North Carolina
+$86.5M
4
Fidelity Investments
Fidelity Investments
Massachusetts
+$63.8M
5
JHC
JFB Holdings Corp
Georgia
+$52.5M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
-$433M
2
SAM
Southeastern Asset Management
Tennessee
-$223M
3
American Century Companies
American Century Companies
Missouri
-$119M
4
DAC
Dividend Assets Capital
South Carolina
-$55.3M
5
AAMU
Amundi Asset Management US
Massachusetts
-$49.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
451
Cetera Advisor Networks
California
$307K -$30.2K -814 -9%
QAM
452
Quantres Asset Management
Cayman Islands
$298K +$298K +8,000 New
ECM
453
Everence Capital Management
Indiana
$297K – – –
BHWM
454
Bar Harbor Wealth Management
New Hampshire
$296K -$20.5K -550 -6%
AIP
455
Ameritas Investment Partners
Nebraska
$292K – – –
MJRIC
456
Mogy Joel R Investment Counsel
California
$291K – – –
SFU
457
Stonehage Fleming (UK)
United Kingdom
$289K – – –
SCM
458
Shelton Capital Management
Colorado
$285K +$16.2K +435 +6%
PTC
459
Philadelphia Trust Company
Pennsylvania
$283K +$219K +5,882 +344%
CONA
460
Capital One National Association
New York
$280K +$30.4K +817 +12%
EHC
461
Everett Harris & Co
California
$278K -$3.73K -100 -1%
CS
462
Cannell & Spears
New York
$278K – – –
FAAS
463
First Allied Advisory Services
California
$276K +$3.36K +94 +1%
FFBTD
464
First Financial Bank - Trust Division
Ohio
$275K -$113K -3,030 -29%
GAM
465
Guinness Asset Management
United Kingdom
$270K +$18.6K +500 +7%
Bank of Nova Scotia
466
Bank of Nova Scotia
Ontario, Canada
$269K +$7.45K +200 +3%
WAM
467
Wallington Asset Management
Indiana
$266K – – –
BJL
468
Brighton Jones LLC
Washington
$264K -$4.5K -121 -2%
DSA
469
Davis Selected Advisers
Arizona
$261K -$4.25K -114 -2%
PAM
470
PartnerRe Asset Management
Connecticut
$261K -$1.64K -44 -0.6%
ARMT
471
Amica Retiree Medical Trust
Rhode Island
$255K +$255K +6,843 New
Northwestern Mutual Wealth Management
472
Northwestern Mutual Wealth Management
Wisconsin
$253K -$4.43M -119,041 -95%
RJT
473
Raymond James Trust
Florida
$253K +$253K +6,792 New
FPFS
474
First Personal Financial Services
North Carolina
$252K -$8.97K -240 -3%
WIS
475
Wright Investors Service
Connecticut
$251K +$251K +6,728 New
17 18
19
20 21