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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
$715M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
BlackRock Institutional Trust
California
$606M
5
Ameriprise
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
CI
476
Constellation Investments
Ohio
$427K +$28.9K +500 +7%
NRS
477
Neville Rodie & Shaw
New York
$405K – – –
CBB
478
Citizens Business Bank
California
$395K -$317K -5,500 -45%
HPCM
479
High Pointe Capital Management
Illinois
$395K -$159K -2,760 -29%
RBC
480
Ronald Blue & Co
Georgia
$384K -$8.96K -155 -2%
IB
481
Intrust Bank
Kansas
$383K -$282K -4,890 -42%
LBC
482
Lowe Brockenbrough & Co
Virginia
$383K -$34.7K -600 -8%
Cambridge Investment Research Advisors
483
Cambridge Investment Research Advisors
Iowa
$381K +$80K +1,385 +27%
LNWWM
484
Laird Norton Wetherby Wealth Management
California
$377K +$47.2K +818 +14%
CLOS
485
Compagnie Lombard Odier SCmA
Switzerland
$377K +$377K +6,543 New
BHA
486
Beech Hill Advisors
New York
$374K +$374K +6,475 New
TCOT
487
Trust Company of Toledo
Ohio
$373K -$219K -3,800 -37%
PMG
488
ProVise Management Group
Florida
$372K – – –
GI
489
GAMCO Investors
Connecticut
$366K – – –
GG
490
Gofen & Glossberg
Illinois
$360K – – –
BIC
491
Bridges Investment Counsel
Nebraska
$356K – – –
ICAS
492
Investors Capital Advisory Services
Massachusetts
$348K -$4.78K -83 -1%
CC
493
Capital Counsel
New York
$344K +$17.3K +300 +5%
SFU
494
Stonehage Fleming (UK)
United Kingdom
$339K +$339K +5,875 New
SEC
495
Seven Eight Capital
New York
$335K +$335K +5,800 New
AT
496
Arden Trust
Delaware
$330K -$9.71K -168 -3%
Bank of Nova Scotia
497
Bank of Nova Scotia
Ontario, Canada
$325K +$4.9K +85 +2%
FT
498
Fiduciary Trust
Massachusetts
$324K – – –
CAN
499
Cetera Advisor Networks
California
$322K +$79.2K +1,375 +33%
WJA
500
Williams Jones & Associates
New York
$302K – – –
18 19
20
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