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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
$500M
2
Pzena Investment Management
Pzena Investment Management
New York
$288M
3
Bank of America
Bank of America
North Carolina
$104M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$153M
5
JHC
JFB Holdings Corp
Georgia
$109M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$476M
2
SAM
Southeastern Asset Management
Tennessee
$84.1M
3
American Century Companies
American Century Companies
Missouri
$204M
4
DAC
Dividend Assets Capital
South Carolina
$621K
5
AAMU
Amundi Asset Management US
Massachusetts
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
FBFS
476
First Business Financial Services
Wisconsin
$247K +$1.53K +41 +0.6%
CCM
477
Cadence Capital Management
Massachusetts
$247K +$247K +6,632 New
FIB
478
First Interstate Bank
Montana
$242K +$242K +6,489 New
MC
479
Maverick Capital
Texas
$227K +$34.7K +930 +18%
BG
480
Bahl & Gaynor
Ohio
$224K – – –
GG
481
Gofen & Glossberg
Illinois
$220K – – –
FT
482
Fiduciary Trust
Massachusetts
$218K +$186 +5 +0.1%
LTFS
483
Ladenburg Thalmann Financial Services
Florida
$213K +$4.54K +122 +2%
CC
484
Capital Counsel
New York
$210K +$4.8K +129 +2%
NCMW
485
Northern Capital Management (Wisconsin)
Wisconsin
$209K +$209K +5,615 New
FTIOP
486
Fiduciary Trust International of Pennsylvania
Pennsylvania
$206K +$39.2K +1,050 +23%
CFB
487
Cullen/Frost Bankers
Texas
$205K – – –
LC
488
Loews Corp
New York
$203K +$25.1K +675 +14%
SF
489
Synovus Financial
Georgia
$199K -$2.25K -60 -1%
1832 Asset Management
490
1832 Asset Management
Ontario, Canada
$196K -$292K -7,800 -60%
CTC
491
Central Trust Company
Missouri
$196K – – –
JIM
492
Jupiter Investment Management
United Kingdom
$190K +$190K +5,100 New
SAMH
493
Shanda Asset Management Holdings
British Virgin Islands
$190K +$190K +5,100 New
SIG
494
Schooner Investment Group
Pennsylvania
$185K -$185K -5,000 -50%
MAM
495
Mizuho Asset Management
Japan
$169K +$29.8K +800 +21%
AAM
496
Advisors Asset Management
Colorado
$164K -$336K -8,987 -67%
AIM
497
Assured Investment Management
New York
$164K -$190K -5,099 -54%
GS
498
GAM Systematic
United Kingdom
$164K +$124K +3,342 +315%
BL
499
Balentine LLC
Georgia
$156K +$156K +4,200 New
DADC
500
D.A. Davidson & Co
Montana
$147K +$79.6K +2,156 +118%
18 19
20
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