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Franklin Resources
BEN

Overview Fund Activity

600 hedge funds and large institutions have $18.3B invested in Franklin Resources in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 198 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
17.26%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
57
Increased
198
Reduced
238
Closed
43
Calls
$31.9M
Puts
$20.5M
Net Calls
+$11.5M
Net Calls Change
+$14.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$81.1M
2
Harris Associates
Harris Associates
Illinois
+$66.1M
3
Deutsche Bank
Deutsche Bank
Germany
+$47.3M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
+$36M
5
AAM
Aberdeen Asset Management
United Kingdom
+$31.4M

Top Sellers

1
MC
Montag & Caldwell
Georgia
-$137M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$127M
3
Prudential Financial
Prudential Financial
New Jersey
-$64.7M
4
SB
Suntrust Banks
Georgia
-$63.2M
5
American Century Companies
American Century Companies
Missouri
-$49.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
KIA
476
KCM Investment Advisors
California
$339K +$79K +1,365 +30%
RBC
477
Ronald Blue & Co
Georgia
$336K -$27.5K -476 -8%
FT
478
Fiduciary Trust
Massachusetts
$324K – – –
GA
479
Geneva Advisors
Illinois
$321K +$321K +5,543 New
CC
480
Capital Counsel
New York
$319K -$25.5K -440 -7%
Verition Fund Management
481
Verition Fund Management
Connecticut
$319K +$319K +5,517 New
SF
482
Synovus Financial
Georgia
$313K -$195K -3,375 -38%
AT
483
Arden Trust
Delaware
$311K -$10.8K -187 -3%
WJA
484
Williams Jones & Associates
New York
$302K -$302K -5,223 -50%
FAAS
485
First Allied Advisory Services
California
$302K +$32.1K +551 +12%
GI
486
GAMCO Investors
Connecticut
$295K – – –
SAM
487
Silvercrest Asset Management
New York
$294K +$22.2K +384 +8%
MBT
488
Montecito Bank & Trust
California
$289K -$17K -294 -6%
NIM
489
Northeast Investment Management
Massachusetts
$286K – – –
BPBT
490
Boston Private Bank & Trust
Massachusetts
$285K +$24.8K +429 +10%
HIS
491
Horizon Investment Services
Indiana
$282K -$20.8K -360 -7%
DD
492
Dominick & Dominick
New York
$282K +$282K +4,868 New
FMBTD
493
First Midwest Bank Trust Division
Illinois
$278K -$33.6K -580 -11%
FNT
494
First National Trust
Pennsylvania
$277K -$3.87K -67 -1%
AP
495
Advisor Partners
California
$270K +$1.56K +27 +0.6%
BA
496
BlackRock Advisors
Delaware
$265K -$3.7K -64 -1%
YP
497
Yellowstone Partners
Idaho
$265K – – –
SC
498
Savant Capital
Illinois
$261K -$9.24K -160 -3%
CTC
499
Central Trust Company
Missouri
$254K – – –
CNB
500
City National Bank
California
$252K +$252K +4,364 New
18 19
20
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