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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 %
SC
501
SRB Corp
Massachusetts
$141K +$35.6K +956 +34%
AW
502
Alpha Windward
Massachusetts
$139K +$3.29K +88 +2%
MAM
503
Meeder Asset Management
Ohio
$136K +$136K +3,657 New
Creative Planning
504
Creative Planning
Kansas
$133K +$133K +3,580 New
TF
505
Tompkins Financial
New York
$125K +$100K +2,685 +407%
FMLI
506
Fukoku Mutual Life Insurance
Japan
$123K +$52.2K +1,400 +74%
IWM
507
Integrated Wealth Management
California
$112K -$8.69K -233 -7%
CBT
508
Central Bank & Trust
Kentucky
$110K -$908K -24,469 -89%
FHA
509
First Horizon Advisors
Tennessee
$106K +$12.4K +334 +13%
TCM
510
Tradewinds Capital Management
Washington
$104K – – –
W
511
Wealthfront
California
$104K +$64.4K +1,730 +163%
PSI
512
Pinnacle Summer Investments
Virginia
$101K +$101K +2,720 New
WTB
513
Washington Trust Bank
Washington
$100K -$16.7K -447 -14%
FFC
514
First Financial Corp
Indiana
$99K – – –
LWCFA
515
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$97K – – –
PAIA
516
Park Avenue Institutional Advisers
New York
$96K -$2.57K -69 -3%
FWC
517
First Washington Corp
Washington
$89K – – –
WA
518
Waverly Advisors
Alabama
$88K +$38.3K +1,023 +77%
HCM
519
Herndon Capital Management
Georgia
$86K +$41.6K +1,111 +94%
GLI
520
Guardian Life Insurance
New York
$84K +$20.6K +556 +33%
MGIA
521
Moneta Group Investment Advisors
Missouri
$73K +$73K +1,950 New
CG
522
Colony Group
Massachusetts
$67K – – –
HR
523
Howe & Rusling
New York
$62K – – –
SSB
524
Sandy Spring Bank
Maryland
$50K -$18.6K -502 -27%
GXMC
525
Global X Management Company
New York
$49K +$5.05K +136 +11%
19 20
21
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