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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $14.9B invested in Franklin Resources in 2015 Q2 according to their latest regulatory filings, with 48 funds opening new positions, 203 increasing their positions, 246 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
-2
Holders Change %
-0.33%
% of All Funds
16.29%
Holding in Top 10
9
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.24%
New
48
Increased
203
Reduced
246
Closed
46
Calls
$33.5M
Puts
$32M
Net Calls
+$1.45M
Net Calls Change
+$1.79M

Top Buyers

1
JHC
JFB Holdings Corp
Georgia
$73.8M
2
KP
Kiltearn Partners
United Kingdom
$111M
3
Prudential Financial
Prudential Financial
New Jersey
$132M
4
Fidelity Investments
Fidelity Investments
Massachusetts
$118M
5
VVP
Vulcan Value Partners
Alabama
$401M

Top Sellers

1
Harris Associates
Harris Associates
Illinois
$1.2B
2
Wells Fargo
Wells Fargo
California
$64.4M
3
Axa
Axa
France
$11.9M
4
Northern Trust
Northern Trust
Illinois
$300M
5
RFC
Russell Frank Company
Washington
$71.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
CHP
551
Cable Hill Partners
Oregon
$35K – – –
PTC
552
Philadelphia Trust Company
Pennsylvania
$34.9K -$273K -13,382 -89%
Fiera Capital (Canada)
553
Fiera Capital (Canada)
Quebec, Canada
$34.9K -$50.2K -1,023,868 -59%
TF
554
Tompkins Financial
New York
$32K – – –
CFG
555
CKW Financial Group
Hawaii
$29K -$7.72K -157 -21%
ATC
556
Adirondack Trust Company
New York
$29K – – –
BFEC
557
Benjamin F. Edwards & Company
Missouri
$27K -$64K -1,315 -70%
EWM
558
Endurance Wealth Management
Rhode Island
$26K +$26K +525 New
VIA
559
Vident Investment Advisory
Georgia
$26K +$26K +539 New
MFS
560
MSI Financial Services
Massachusetts
$25K -$3.13K -63 -11%
TWA
561
TCI Wealth Advisors
Arizona
$25K +$22.4K +465 +861%
Manulife (Manufacturers Life Insurance)
562
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$19.8K -$4.05K -82,674 -17%
WEC
563
Winslow Evans & Crocker
Massachusetts
$19.6K -$51.5K -1,050 -72%
LWM
564
Lenox Wealth Management
Ohio
$19K – – –
GAM
565
Gemmer Asset Management
California
$19K – – –
AC
566
Alexandria Capital
Virginia
$18K – – –
SCA
567
Strategic Capital Alternatives
United States
$17K +$17K +339 New
DBT
568
Dubuque Bank & Trust
Iowa
$16K – – –
MA
569
MCF Advisors
Kentucky
$13K – – –
RFA
570
Reilly Financial Advisors
California
$11K – – –
MPWT
571
MassMutual Private Wealth & Trust
Connecticut
$10.4K -$9.25K -160 -47%
CHC
572
City Holding Co
West Virginia
$10K – – –
EDRE
573
Edmond de Rothschild (Europe)
Luxembourg
$10K +$10K +210 New
EDRH
574
Edmond de Rothschild Holding
Switzerland
$10K +$10K +210 New
BCM
575
Brookstone Capital Management
Illinois
$10K +$10K +212 New
21 22
23
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