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Franklin Resources
BEN

Overview Fund Activity

543 hedge funds and large institutions have $11.3B invested in Franklin Resources in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 181 increasing their positions, 228 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-15
Holders Change %
-2.69%
% of All Funds
14.49%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
54
Increased
181
Reduced
228
Closed
66
Calls
$168M
Puts
$233M
Net Calls
-$64.6M
Net Calls Change
-$37.7M

Top Buyers

1
ACM
Abrams Capital Management
Massachusetts
$310M
2
Pzena Investment Management
Pzena Investment Management
New York
$414M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$344M
4
APG Asset Management
APG Asset Management
Netherlands
$47.4M
5
Select Equity Group
Select Equity Group
New York
$80.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
2
PTC
Provident Trust Company
Wisconsin
$0
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$21.3M
4
WG
Winton Group
United Kingdom
$29.8M
5
Brown Advisory
Brown Advisory
Maryland
$873K
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
501
MassMutual Private Wealth & Trust
Connecticut
$18.9K -$898 -23 -5%
JFGIW
502
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$15K – – –
GAM
503
Gemmer Asset Management
California
$14K -$1.91K -52 -12%
AC
504
Alexandria Capital
Virginia
$14K – – –
CHP
505
Cable Hill Partners
Oregon
$13K -$3.08K -76 -19%
QCG
506
Quadrant Capital Group
Ohio
$13K +$4.06K +118 +45%
FANJ
507
Financial Architects (New Jersey)
New Jersey
$13K +$13K +330 New
Loomis, Sayles & Company
508
Loomis, Sayles & Company
Massachusetts
$11K -$19K -472 -63%
EFSCE
509
Enterprise Financial Services Corp (EFSC)
Missouri
$11K +$3.92K +98 +55%
BFEC
510
Benjamin F. Edwards & Company
Missouri
$10K -$6.84K -167 -41%
MA
511
MCF Advisors
Kentucky
$10K – – –
GXMC
512
Global X Management Company
New York
$9K -$29.6K -762 -77%
CHC
513
City Holding Co
West Virginia
$8K – – –
RFA
514
Reilly Financial Advisors
California
$8K – – –
FIB
515
First Interstate Bank
Montana
$7K -$233K -6,300 -97%
Acadian Asset Management
516
Acadian Asset Management
Massachusetts
$7K -$167K -4,666 -96%
NC
517
NewSquare Capital
Pennsylvania
$7K +$7K +171 New
ZB
518
Zions Bancorporation
Utah
$6K -$6K -170 -50%
PFSC
519
Peoples Financial Services Corp
Pennsylvania
$6K – – –
ST
520
Smithfield Trust
Pennsylvania
$6K – – –
MCM
521
MV Capital Management
Maryland
$6K – – –
AIM
522
Advantage Investment Management
Iowa
$6K +$5.38K +129 +860%
TFO
523
Tarbox Family Office
California
$5K +$2.77K +71 +125%
PFBT
524
Parkside Financial Bank & Trust
Missouri
$5K +$4.36K +109 +681%
OSAM
525
O'Shaughnessy Asset Management
Connecticut
$5K +$5K +118 New
19 20
21
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