BEN icon

Franklin Resources
BEN

Overview Fund Activity

558 hedge funds and large institutions have $10.9B invested in Franklin Resources in 2015 Q4 according to their latest regulatory filings, with 56 funds opening new positions, 178 increasing their positions, 242 reducing their positions, and 75 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
558
Holders Change
-26
Holders Change %
-4.45%
% of All Funds
14.65%
Holding in Top 10
9
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-25%
% of All Funds
0.24%
New
56
Increased
178
Reduced
242
Closed
75
Calls
$106M
Puts
$133M
Net Calls
-$26.8M
Net Calls Change
+$30.6M

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
$266M
2
ACM
Abrams Capital Management
Massachusetts
$194M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$283M
4
Morgan Stanley
Morgan Stanley
New York
$140M
5
HCM
Herndon Capital Management
Georgia
$92.7M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$210M
2
HCM
Highfields Capital Management
Massachusetts
$399M
3
Two Sigma Investments
Two Sigma Investments
New York
$441K
4
Bank of New York Mellon
Bank of New York Mellon
New York
$160M
5
WA
Wintergreen Advisers
New Jersey
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
501
Gupta Wealth Management
California
$38K +$38K +1,022 New
GXMC
502
Global X Management Company
New York
$37K -$12.1K -326 -25%
SNT
503
Security National Trust
West Virginia
$30K – – –
AF
504
Arrow Financial
New York
$28K +$28K +750 New
Loomis, Sayles & Company
505
Loomis, Sayles & Company
Massachusetts
$27K – – –
CBT
506
Central Bank & Trust
Kentucky
$24K -$87.3K -2,325 -78%
WAM
507
Wealthspire Advisors (Maryland)
Maryland
$24K +$24K +664 New
LCM
508
Laurion Capital Management
New York
$22K -$286K -7,800 -93%
ATC
509
Adirondack Trust Company
New York
$20K -$1.16K -33 -5%
TWA
510
TCI Wealth Advisors
Arizona
$20K +$1.3K +36 +7%
EWM
511
Endurance Wealth Management
Rhode Island
$19K – – –
NFG
512
Next Financial Group
Texas
$19K +$14.1K +400 +290%
MPWT
513
MassMutual Private Wealth & Trust
Connecticut
$18.7K +$7.22K +196 +63%
BAM
514
Brave Asset Management
New Jersey
$18K – – –
ACS
515
Archford Capital Strategies
Illinois
$17K – – –
GAM
516
Gemmer Asset Management
California
$16K +$2.03K +55 +15%
BFEC
517
Benjamin F. Edwards & Company
Missouri
$15K -$11.8K -322 -44%
CHP
518
Cable Hill Partners
Oregon
$15K -$9.18K -243 -38%
Manulife (Manufacturers Life Insurance)
519
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$14.5K -$697 -18,939 -5%
JFGIW
520
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K – – –
AC
521
Alexandria Capital
Virginia
$13K – – –
S
522
SignatureFD
Georgia
$12K -$4.53K -123 -27%
ZB
523
Zions Bancorporation
Utah
$11K +$2.49K +77 +29%
MA
524
MCF Advisors
Kentucky
$10K – – –
PR
525
Payden & Rygel
California
$10K +$10K +259 New
19 20
21
22 23