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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 %
ZB
551
Zions Bancorporation
Utah
$11K +$11K +263 New
MA
552
MCF Advisors
Kentucky
$10K – – –
ASN
553
Advisory Services Network
Georgia
$9K +$4.6K +119 +104%
TSU
554
TD Securities (USA)
New York
$8K -$5.71M -157,741 -100%
CHC
555
City Holding Co
West Virginia
$8K – – –
RFA
556
Reilly Financial Advisors
California
$8K – – –
EDRE
557
Edmond de Rothschild (Europe)
Luxembourg
$8K – – –
EDRH
558
Edmond de Rothschild Holding
Switzerland
$8K – – –
AWS
559
Aris Wealth Services
Pennsylvania
$7K -$261K -6,523 -97%
EFSCE
560
Enterprise Financial Services Corp (EFSC)
Missouri
$7K – – –
HIM
561
Hillsdale Investment Management
Ontario, Canada
$6K – – –
MCM
562
MV Capital Management
Maryland
$6K – – –
IMS
563
Index Management Solutions
Pennsylvania
$6K +$400 +10 +7%
PFSC
564
Peoples Financial Services Corp
Pennsylvania
$5K – – –
LWA
565
Lenox Wealth Advisors
New York
$5K – – –
NFG
566
Next Financial Group
Texas
$5K – – –
RA
567
Rational Advisors
New York
$5K – – –
SIM
568
Sonora Investment Management
Arizona
$5K +$5K +140 New
AA
569
ALPS Advisors
Colorado
$4.72K +$989 +2,655 +26%
CAW
570
Cornerstone Advisors (Washington)
Washington
$4K -$1.57K -42 -28%
OC
571
Oakworth Capital
Alabama
$4K – – –
ST
572
Spot Trading
Illinois
$4K +$3.88K +100 +3,333%
TC
573
Trust Company
Kansas
$4K +$4K +100 New
CGT
574
Capital Guardian Trust
California
$3K – – –
VIA
575
Vident Investment Advisory
Georgia
$2K -$17.6K -484 -90%
21 22
23
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