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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $14.9B invested in Franklin Resources in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 203 increasing their positions, 246 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
16.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
48
Increased
203
Reduced
246
Closed
46
Calls
$33.5M
Puts
$32M
Net Calls
+$1.45M
Net Calls Change
+$1.79M

Top Buyers

1
JHC
JFB Holdings Corp
Georgia
$73.8M
2
KP
Kiltearn Partners
United Kingdom
$111M
3
Prudential Financial
Prudential Financial
New Jersey
$132M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$118M
5
VVP
Vulcan Value Partners
Alabama
$401M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.2B
2
Wells Fargo
Wells Fargo
California
$64.4M
3
Axa
Axa
France
$11.9M
4
Northern Trust
Northern Trust
Illinois
$300M
5
RFC
Russell Frank Company
Washington
$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
FTIOP
501
Fiduciary Trust International of Pennsylvania
Pennsylvania
$219K – – –
BCM
502
BTC Capital Management
Iowa
$219K – – –
BA
503
BlackRock Advisors
Delaware
$216K +$3.29K +67 +2%
BOS
504
Bingham Osborn & Scarborough
California
$212K +$212K +4,333 New
SMC
505
Smith, Moore & Co
Missouri
$211K – – –
BPC
506
Banque Pictet & Cie
Switzerland
$209K +$209K +4,263 New
BCM
507
Bluefin Capital Management
New York
$208K +$208K +4,235 New
AWA
508
AmeriServ Wealth Advisors
Pennsylvania
$206K – – –
SW
509
SVB Wealth
Massachusetts
$205K -$15.6K -317 -7%
FMBTD
510
First Midwest Bank Trust Division
Illinois
$203K – – –
EA
511
Euclid Advisors
Connecticut
$202K +$202K +4,110 New
MAM
512
Mizuho Asset Management
Japan
$183K +$53K +1,081 +41%
AW
513
Alpha Windward
Massachusetts
$178K +$6.27K +128 +4%
Fuller & Thaler Asset Management
514
Fuller & Thaler Asset Management
California
$172K -$93.4K -1,900 -35%
HA
515
Harfst & Associates
Wyoming
$165K +$165K +3,362 New
IWM
516
Integrated Wealth Management
California
$159K -$2.95K -60 -2%
AGM
517
Alpine Global Management
New York
$155K +$155K +3,160 New
WTB
518
Washington Trust Bank
Washington
$153K – – –
SEC
519
Seven Eight Capital
New York
$152K +$152K +3,100 New
SC
520
SRB Corp
Massachusetts
$139K -$14.4K -294 -9%
TCM
521
Tradewinds Capital Management
Washington
$137K – – –
FFC
522
First Financial Corp
Indiana
$130K -$473K -9,640 -78%
PAIA
523
Park Avenue Institutional Advisers
New York
$130K +$130K +2,642 New
RIA
524
Regal Investment Advisors
Michigan
$128K – – –
FHA
525
First Horizon Advisors
Tennessee
$124K +$20.2K +411 +19%
19 20
21
22 23