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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $18.4B invested in Franklin Resources in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+33
Holders Change %
+5.78%
% of All Funds
17.54%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.58%
New
74
Increased
192
Reduced
252
Closed
33
Calls
$59.5M
Puts
$89.5M
Net Calls
-$30M
Net Calls Change
+$6.52M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$715M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
BlackRock Institutional Trust
California
$606M
5
Ameriprise
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
ECM
526
Endex Capital Management
Kansas
$236K – – –
CCMD
527
Cypress Capital Management (Delaware)
Delaware
$231K – – –
YP
528
Yellowstone Partners
Idaho
$230K +$230K +3,985 New
JIC
529
Johnson Investment Counsel
Ohio
$227K +$227K +3,935 New
CIM
530
Calvert Investment Management
Maryland
$226K +$226K +3,909 New
Mariner
531
Mariner
Kansas
$222K +$222K +3,847 New
CTC
532
Central Trust Company
Missouri
$220K – – –
DSA
533
Davis Selected Advisers
Arizona
$212K +$212K +3,665 New
NB
534
Norinchukin Bank
Japan
$211K +$211K +3,656 New
CCFCSB
535
Cape Cod Five Cents Savings Bank
Massachusetts
$210K +$210K +3,630 New
PAM
536
Private Asset Management
California
$210K +$210K +3,634 New
LIM
537
Leavell Investment Management
Alabama
$208K +$208K +3,600 New
QIM
538
Quest Investment Management
Oregon
$208K +$208K +3,600 New
AP
539
Appleton Partners
Massachusetts
$207K +$207K +3,585 New
FBFS
540
First Business Financial Services
Wisconsin
$203K +$203K +3,516 New
Pacer Advisors
541
Pacer Advisors
Pennsylvania
$203K +$203K +3,665 New
Creative Planning
542
Creative Planning
Kansas
$201K +$52K +900 +35%
GIS
543
Guardian Investor Services
New York
$188K -$3.69K -64 -2%
SCA
544
SAC Capital Advisors
Connecticut
$177K -$713K -12,334 -80%
TCM
545
Tradewinds Capital Management
Washington
$173K +$173K +3,003 New
DekaBank Deutsche Girozentrale
546
DekaBank Deutsche Girozentrale
Germany
$154K -$97.4K -1,700 -39%
Teacher Retirement System of Texas
547
Teacher Retirement System of Texas
Texas
$142K -$1.54M -26,630 -92%
FWC
548
First Washington Corp
Washington
$139K +$139K +2,400 New
GLI
549
Guardian Life Insurance
New York
$132K -$154K -2,675 -54%
MCM
550
Munder Capital Management
Michigan
$126K -$4.21M -72,800 -97%
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