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Franklin Resources

571 hedge funds and large institutions have $16.3B invested in Franklin Resources in 2013 Q3 according to their latest regulatory filings, with 68 funds opening new positions, 186 increasing their positions, 238 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed

more capital invested

Capital invested by funds: $ → $

more first-time investments, than exits

New positions opened: | Existing positions closed:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

25% less call options, than puts

Call options by funds: $107M | Put options by funds: $144M

35% less funds holding in top 10

Funds holding in top 10: 1711 (-6)

105.75% less ownership

Funds ownership: 156.47%50.72% (-106%)

Holders
571
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$107M
Puts
$144M
Net Calls
Net Calls Change

Top Buyers

1 +$383M
2 +$250M
3 +$108M
4
Wells Fargo
Wells Fargo
California
+$76.4M
5
Bank of New York Mellon
Bank of New York Mellon
New York
+$53M

Top Sellers

1 -$221M
2 -$122M
3 -$101M
4
Citadel Advisors
Citadel Advisors
Florida
-$80.3M
5
Morgan Stanley
Morgan Stanley
New York
-$68.5M
Name Holding Trade Value Shares
Change
Change in
Stake
526
$130K
527
$106K
528
$103K
529
$100K
530
$77K
531
$76K
532
$69K
533
$67K
534
$59K
535
$56K
536
$51K
537
$49K
538
$48.4K
539
$47K
540
$37.8K
541
$33K
542
$29K
543
$25K
544
$22K
545
$19K
546
$19K
547
$18K
548
$17K
549
$15K
550
$15K