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Franklin Resources
BEN

Overview Fund Activity

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
Holders
571
Holders Change
-2
Holders Change %
-0.35%
% of All Funds
18.52%
Holding in Top 10
11
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-35.29%
% of All Funds
0.36%
New
68
Increased
186
Reduced
238
Closed
66
Calls
$107M
Puts
$144M
Net Calls
-$36.5M
Net Calls Change
+$75.9M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.08B
2
Harris Associates
Harris Associates
Illinois
$1.05B
3
MC
Montag & Caldwell
Georgia
$108M
4
Wells Fargo
Wells Fargo
California
$359M
5
Bank of New York Mellon
Bank of New York Mellon
New York
$414M

Top Sellers

1
Northern Trust
Northern Trust
Illinois
$411M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$1.02B
3
First Manhattan
First Manhattan
New York
$51.2M
4
Citadel Advisors
Citadel Advisors
Florida
$3.15M
5
Morgan Stanley
Morgan Stanley
New York
$28.5M
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
551
MCF Advisors
Kentucky
$14K +$14K +267 New
JFGIW
552
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$13K -$15.9K -305 -55%
SSB
553
Sandy Spring Bank
Maryland
$13K – – –
DADC
554
D.A. Davidson & Co
Montana
$13K – – –
RFA
555
Reilly Financial Advisors
California
$11K +$51 +1 +0.5%
M
556
MOTCO
Texas
$10K – – –
Victory Capital Management
557
Victory Capital Management
Texas
$10K +$10K +204 New
HIM
558
Hillsdale Investment Management
Ontario, Canada
$8K -$304K -5,700 -97%
PFS
559
Penseco Financial Services
Pennsylvania
$7K +$7K +141 New
FHA
560
First Horizon Advisors
Tennessee
$6K +$714 +15 +14%
MCM
561
Manchester Capital Management
Vermont
$4K -$19K -357 -83%
CAW
562
Cornerstone Advisors (Washington)
Washington
$4K – – –
FBT
563
Founders Bank & Trust
Michigan
$3K – – –
TWA
564
TCI Wealth Advisors
Arizona
$3K – – –
NES
565
New England Securities
New York
$3K – – –
WA
566
WFG Advisors
Texas
$3K +$55 +1 +2%
PCM
567
Prelude Capital Management
New York
$3K +$3K +60 New
UB
568
UMB Bank
Missouri
$2.12K -$107 -2,115 -5%
QAM
569
QCI Asset Management
New York
$2K – – –
EFS
570
Essex Financial Services
Connecticut
$1.08K – – –
NAM
571
NorthCoast Asset Management
Connecticut
– -$39.1M -862,164 Closed
ACM
572
Argent Capital Management
Missouri
– -$30.8M -678,471 Closed
Millennium Management
573
Millennium Management
New York
– -$30.8M -678,459 Closed
AL
574
AJO LP
Pennsylvania
– -$19.4M -427,800 Closed
BA
575
Bridgewater Associates
Connecticut
– -$18.3M -403,914 Closed
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