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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 %
BG
501
Bahl & Gaynor
Ohio
$243K – – –
OMCS
502
Old Mutual Customised Solutions
South Africa
$243K – – –
PSUF
503
People's United Financial
Connecticut
$240K +$240K +4,144 New
GAM
504
Guinness Asset Management
United Kingdom
$239K +$28.9K +500 +14%
RCM
505
Reynolds Capital Management
Nevada
$237K -$34.7K -600 -13%
DP
506
Dearborn Partners
Illinois
$237K – – –
DSA
507
Davis Selected Advisers
Arizona
$231K – – –
PAM
508
Palisade Asset Management
Minnesota
$229K – – –
MAM
509
Martingale Asset Management
Massachusetts
$228K -$7.1M -122,256 -97%
BOS
510
Bank of Stockton
California
$226K -$15.1K -262 -6%
PAM
511
Princeton Alpha Management
New Jersey
$225K +$225K +3,884 New
SI
512
SII Investments
Wisconsin
$224K +$224K +3,840 New
FTIOP
513
Fiduciary Trust International of Pennsylvania
Pennsylvania
$224K +$224K +3,870 New
CIM
514
Calvert Investment Management
Maryland
$223K – – –
P
515
Pitcairn
Pennsylvania
$221K -$2.89K -50 -1%
MIU
516
Man Investments (UK)
United Kingdom
$219K -$511K -8,827 -70%
TCOT
517
Trust Company of Toledo
Ohio
$218K – – –
ICM
518
IMS Capital Management
Oregon
$216K – – –
JIC
519
Johnson Investment Counsel
Ohio
$212K -$29.2K -505 -12%
LIM
520
Leavell Investment Management
Alabama
$208K +$208K +3,600 New
QIM
521
Quest Investment Management
Oregon
$208K +$208K +3,600 New
WTB
522
Washington Trust Bank
Washington
$207K -$40.6K -700 -16%
NB
523
Norinchukin Bank
Japan
$203K -$99.1K -1,716 -33%
CAS
524
CTC Alternative Strategies
Illinois
$202K +$202K +3,500 New
TFF
525
Timothy F. Fidgeon
$202K +$202K +3,500 New
19 20
21
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