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Franklin Resources
BEN

Overview Fund Activity

519 hedge funds and large institutions have $9.4B invested in Franklin Resources in 2016 Q2 according to their latest regulatory filings, with 45 funds opening new positions, 171 increasing their positions, 211 reducing their positions, and 64 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
519
Holders Change
-24
Holders Change %
-4.42%
% of All Funds
13.87%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
45
Increased
171
Reduced
211
Closed
64
Calls
$107M
Puts
$159M
Net Calls
-$51.4M
Net Calls Change
+$13.1M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$533M
2
Morgan Stanley
Morgan Stanley
New York
$238M
3
Select Equity Group
Select Equity Group
New York
$111M
4
Macquarie Group
Macquarie Group
Australia
$44.4M
5
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
$25.4M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$0
2
Goldman Sachs
Goldman Sachs
New York
$100M
3
Royal London Asset Management
Royal London Asset Management
United Kingdom
$4.42M
4
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$939M
5
TBC
Three Bays Capital
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TCOV
451
Trust Company of Vermont
Vermont
$70K -$40.7K -1,220 -37%
BL
452
Balentine LLC
Georgia
$60K -$47.5K -1,418 -44%
IA
453
IFP Advisors
Florida
$60K -$4.6K -137 -7%
AAM
454
Advisors Asset Management
Colorado
$60K – – –
AIM
455
Anchor Investment Management
South Carolina
$55.2K +$33 +1 +0.1%
FMII
456
Farmers & Merchants Investments Inc
Nebraska
$50K -$60.2K -1,800 -55%
CYG
457
Clean Yield Group
Vermont
$50K – – –
GLI
458
Guardian Life Insurance
New York
$46K -$364 -11 -0.8%
SBL
459
Sargent Bickham Lagudis
Colorado
$46K – – –
FAM
460
Fred Alger Management
New York
$46K +$2.09K +63 +5%
GXMC
461
Global X Management Company
New York
$42K +$34.2K +1,025 +442%
EDRS
462
Edmond de Rothschild (Suisse)
Switzerland
$40K – – –
EDRH
463
Edmond de Rothschild Holding
Switzerland
$40K – – –
CTC
464
Central Trust Company
Missouri
$39K – – –
NFG
465
Next Financial Group
Texas
$39K +$18.2K +550 +88%
FFC
466
First Financial Corp
Indiana
$37K -$55.5K -1,650 -60%
TF
467
Tompkins Financial
New York
$37K +$37K +1,105 New
CFA
468
Carroll Financial Associates
North Carolina
$35K – – –
MPWT
469
MassMutual Private Wealth & Trust
Connecticut
$33.5K +$17.4K +520 +107%
SAMC
470
Shinko Asset Management Company
Japan
$33K -$4.85K -145 -13%
GS
471
GAM Systematic
United Kingdom
$32K +$32K +973 New
WTB
472
Washington Trust Bank
Washington
$31K -$59.6K -1,760 -66%
MFS
473
MSI Financial Services
Massachusetts
$30K -$21.5K -637 -42%
ASN
474
Advisory Services Network
Georgia
$30K – – –
SNT
475
Security National Trust
West Virginia
$28K – – –
17 18
19
20 21