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Franklin Resources
BEN

Overview Fund Activity

589 hedge funds and large institutions have $17.4B invested in Franklin Resources in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 220 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
-15
Holders Change %
-2.48%
% of All Funds
17.02%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.38%
New
42
Increased
220
Reduced
228
Closed
46
Calls
$24.7M
Puts
$27.5M
Net Calls
-$2.77M
Net Calls Change
+$27.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$497M
2
Harris Associates
Harris Associates
Illinois
+$236M
3
HCM
Highfields Capital Management
Massachusetts
+$101M
4
FPP
Findlay Park Partners
United Kingdom
+$82.4M
5
Goldman Sachs
Goldman Sachs
New York
+$73.9M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$485M
2
Ameriprise
Ameriprise
Minnesota
-$260M
3
KIG
Kovitz Investment Group
Illinois
-$83.7M
4
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
-$75.2M
5
PI
PGGM Investments
Netherlands
-$67M
Name Holding Trade Value Shares
Change 		Shares
Change %
RCM
501
Reynolds Capital Management
Nevada
$255K – – –
SAM
502
Silvercrest Asset Management
New York
$254K -$9.41K -174 -4%
SC
503
Savant Capital
Illinois
$254K -$706 -13 -0.3%
BA
504
BlackRock Advisors
Delaware
$252K -$6.13K -113 -2%
AP
505
Advisor Partners
California
$251K +$2.65K +49 +1%
FAAS
506
First Allied Advisory Services
California
$251K +$251K +4,628 New
YP
507
Yellowstone Partners
Idaho
$248K +$32.5K +600 +15%
KIA
508
KCM Investment Advisors
California
$244K – – –
BPBT
509
Boston Private Bank & Trust
Massachusetts
$244K +$1.14K +21 +0.5%
WAM
510
Wallington Asset Management
Indiana
$243K +$243K +4,490 New
FBFS
511
First Business Financial Services
Wisconsin
$241K +$50.2K +924 +26%
CTC
512
Central Trust Company
Missouri
$238K +$31.2K +575 +15%
CCM
513
Cohen Capital Management
California
$233K +$233K +4,292 New
SMC
514
Smith, Moore & Co
Missouri
$231K – – –
WTB
515
Washington Trust Bank
Washington
$231K +$231K +4,272 New
BG
516
Bahl & Gaynor
Ohio
$228K -$2.44K -45 -1%
OMCS
517
Old Mutual Customised Solutions
South Africa
$228K – – –
BOS
518
Bank of Stockton
California
$226K -$8.12K -150 -3%
JIC
519
Johnson Investment Counsel
Ohio
$226K +$13K +240 +6%
Mariner
520
Mariner
Kansas
$223K +$14.2K +261 +7%
DP
521
Dearborn Partners
Illinois
$222K -$1.35K -25 -0.6%
CCMD
522
Cypress Capital Management (Delaware)
Delaware
$217K – – –
DSA
523
Davis Selected Advisers
Arizona
$217K +$18.2K +335 +9%
RP
524
Reinhart Partners
Wisconsin
$217K +$217K +4,000 New
PAM
525
Palisade Asset Management
Minnesota
$215K +$215K +3,965 New
19 20
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