BEN icon

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 %
CFA
526
Carroll Financial Associates
North Carolina
$43K – – –
SAMC
527
Shinko Asset Management Company
Japan
$42K -$4.68K -126 -10%
MCM
528
Manchester Capital Management
Vermont
$38K – – –
QCG
529
Quadrant Capital Group
Ohio
$35K +$2.45K +72 +8%
BCM
530
Brookstone Capital Management
Illinois
$35K +$27.2K +738 +348%
SNT
531
Security National Trust
West Virginia
$31K – – –
Loomis, Sayles & Company
532
Loomis, Sayles & Company
Massachusetts
$28K – – –
BFEC
533
Benjamin F. Edwards & Company
Missouri
$27K +$6.56K +178 +32%
CHP
534
Cable Hill Partners
Oregon
$25K -$1.99K -51 -7%
ATC
535
Adirondack Trust Company
New York
$22K – – –
EWM
536
Endurance Wealth Management
Rhode Island
$20K – – –
MFS
537
MSI Financial Services
Massachusetts
$19K – – –
TWA
538
TCI Wealth Advisors
Arizona
$19K – – –
LYV
539
Live Your Vision
Pennsylvania
$19K +$19K +500 New
BAM
540
Brave Asset Management
New Jersey
$19K +$19K +500 New
MPWT
541
MassMutual Private Wealth & Trust
Connecticut
$17K +$7.21K +132 +73%
S
542
SignatureFD
Georgia
$17K +$14.3K +378 +532%
ACS
543
Archford Capital Strategies
Illinois
$17K +$17K +455 New
Manulife (Manufacturers Life Insurance)
544
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$15.4K +$361 +9,702 +2%
LWM
545
Lenox Wealth Management
Ohio
$15K – – –
WEC
546
Winslow Evans & Crocker
Massachusetts
$14.9K – – –
GAM
547
Gemmer Asset Management
California
$14K – – –
JFGIW
548
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$14K +$12.9K +350 +1,167%
AC
549
Alexandria Capital
Virginia
$13K – – –
DBT
550
Dubuque Bank & Trust
Iowa
$12K – – –
20 21
22
23 24