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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
+$313M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$265M
3
Harris Associates
Harris Associates
Illinois
+$127M
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
+$125M
5
Prudential Financial
Prudential Financial
New Jersey
+$56.4M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$461M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
-$118M
3
PAM
Panagora Asset Management
Massachusetts
-$117M
4
BIT
BlackRock Institutional Trust
California
-$49.8M
5
Ameriprise
Ameriprise
Minnesota
-$48.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
NB
501
NBT Bank
New York
$301K +$26.5K +459 +10%
MSR
502
Main Street Research
Connecticut
$300K – – –
Janney Montgomery Scott
503
Janney Montgomery Scott
Pennsylvania
$293K +$23K +398 +9%
Envestnet Asset Management
504
Envestnet Asset Management
Illinois
$288K -$54.9K -952 -16%
QT
505
Quantbot Technologies
New York
$287K +$287K +4,974 New
NIM
506
Northeast Investment Management
Massachusetts
$285K – – –
MBT
507
Montecito Bank & Trust
California
$284K -$62.1K -1,077 -18%
SAM
508
Silvercrest Asset Management
New York
$281K +$8.31K +144 +3%
FMBTD
509
First Midwest Bank Trust Division
Illinois
$279K -$1.73K -30 -0.6%
BA
510
BlackRock Advisors
Delaware
$275K -$119K -2,059 -30%
SC
511
Savant Capital
Illinois
$271K -$3.87K -67 -1%
RCM
512
Reynolds Capital Management
Nevada
$271K +$271K +4,700 New
SGH
513
Schonfeld Group Holdings
New York
$266K +$266K +4,600 New
AP
514
Advisor Partners
California
$265K +$15.9K +275 +6%
P
515
Pitcairn
Pennsylvania
$264K -$6.99K -121 -3%
KIA
516
KCM Investment Advisors
California
$259K -$76K -1,319 -23%
BPBT
517
Boston Private Bank & Trust
Massachusetts
$258K – – –
BOS
518
Bank of Stockton
California
$250K -$50.8K -878 -17%
SMC
519
Smith, Moore & Co
Missouri
$246K +$246K +4,260 New
BG
520
Bahl & Gaynor
Ohio
$245K +$2.6K +45 +1%
HFS
521
HL Financial Services
Kentucky
$243K -$118K -2,037 -33%
WSA
522
Willow Street Advisors
Florida
$243K – – –
OMCS
523
Old Mutual Customised Solutions
South Africa
$242K – – –
DP
524
Dearborn Partners
Illinois
$238K -$17.3K -300 -7%
RA
525
Rational Advisors
New York
$238K -$1.21K -21 -0.5%
19 20
21
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