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Franklin Resources
BEN

Overview Fund Activity

543 hedge funds and large institutions have $11.3B invested in Franklin Resources in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 181 increasing their positions, 228 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-15
Holders Change %
-2.69%
% of All Funds
14.49%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
54
Increased
181
Reduced
228
Closed
66
Calls
$168M
Puts
$233M
Net Calls
-$64.6M
Net Calls Change
-$37.7M

Top Buyers

1
ACM
Abrams Capital Management
Massachusetts
$310M
2
Pzena Investment Management
Pzena Investment Management
New York
$414M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$344M
4
APG Asset Management
APG Asset Management
Netherlands
$47.4M
5
Select Equity Group
Select Equity Group
New York
$80.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
2
PTC
Provident Trust Company
Wisconsin
$0
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$21.3M
4
WG
Winton Group
United Kingdom
$29.8M
5
Brown Advisory
Brown Advisory
Maryland
$873K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCA
451
Checchi Capital Advisers
California
$143K +$143K +3,652 New
MAM
452
Mizuho Asset Management
Japan
$136K -$140K -2,736 -51%
TCOV
453
Trust Company of Vermont
Vermont
$130K -$266K -6,798 -67%
FMII
454
Farmers & Merchants Investments Inc
Nebraska
$129K -$470K -12,000 -78%
Geode Capital Management
455
Geode Capital Management
Massachusetts
$128K -$652 -16,740 -0.5%
BL
456
Balentine LLC
Georgia
$125K – – –
SWA
457
Sutton Wealth Advisors
Florida
$118K +$118K +3,024 New
AssetMark Inc
458
AssetMark Inc
California
$111K -$127K -3,265 -53%
FHA
459
First Horizon Advisors
Tennessee
$111K +$29.1K +777 +36%
TCM
460
Tradewinds Capital Management
Washington
$109K – – –
FFC
461
First Financial Corp
Indiana
$108K – – –
VanEck Associates
462
VanEck Associates
New York
$108K +$15.7K +401 +17%
WTB
463
Washington Trust Bank
Washington
$104K – – –
AIS
464
Accurate Investment Solutions
Pennsylvania
$104K +$104K +2,655 New
IWM
465
Integrated Wealth Management
California
$102K -$6.45K -165 -6%
PAM
466
PartnerRe Asset Management
Connecticut
$97K -$3.89K -100 -4%
Royal London Asset Management
467
Royal London Asset Management
United Kingdom
$97K +$93.4K +3,661,778 +2,566%
BWP
468
Baldwin Wealth Partners
Massachusetts
$95K +$95K +2,420 New
FWC
469
First Washington Corp
Washington
$94K – – –
PAIA
470
Park Avenue Institutional Advisers
New York
$93K -$2.61K -67 -3%
NIPH
471
NN Investment Partners Holdings
Netherlands
$90K +$90K +2,293 New
WAM
472
Wolverine Asset Management
Illinois
$89K -$878K -22,700 -91%
AAM
473
Advisors Asset Management
Colorado
$70K – – –
Fuller & Thaler Asset Management
474
Fuller & Thaler Asset Management
California
$70K +$70K +1,800 New
AIM
475
Anchor Investment Management
South Carolina
$64.5K +$64.5K +1,652 New
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