BEN icon

Franklin Resources
BEN

Overview Fund Activity

600 hedge funds and large institutions have $18.3B invested in Franklin Resources in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 198 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
17.26%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
57
Increased
198
Reduced
238
Closed
43
Calls
$31.9M
Puts
$20.5M
Net Calls
+$11.5M
Net Calls Change
+$14.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.11B
2
Harris Associates
Harris Associates
Illinois
$1.64B
3
Deutsche Bank
Deutsche Bank
Germany
$146M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$36M
5
AAM
Aberdeen Asset Management
United Kingdom
$33.9M

Top Sellers

1
MC
Montag & Caldwell
Georgia
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$58.7M
3
Prudential Financial
Prudential Financial
New Jersey
$63.9M
4
SB
Suntrust Banks
Georgia
$3.83M
5
American Century Companies
American Century Companies
Missouri
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
JWA
576
JFS Wealth Advisors
Pennsylvania
$11K +$11K +184 New
CAL
577
Capital Analysts LLC
Pennsylvania
$10.6K – – –
MPWT
578
MassMutual Private Wealth & Trust
Connecticut
$10.4K – – –
NFG
579
Next Financial Group
Texas
$10K +$10K +192 New
HIM
580
Hillsdale Investment Management
Ontario, Canada
$9K – – –
DAM
581
Delta Asset Management
Tennessee
$8K – – –
PFSC
582
Peoples Financial Services Corp
Pennsylvania
$8K – – –
FHA
583
First Horizon Advisors
Tennessee
$7K – – –
OC
584
Oakworth Capital
Alabama
$6K -$3.75K -60 -38%
CAW
585
Cornerstone Advisors (Washington)
Washington
$6K +$1.58K +29 +36%
CG
586
Colony Group
Massachusetts
$5K – – –
PMFA
587
Plante Moran Financial Advisors
Michigan
$5K +$5K +84 New
NES
588
New England Securities
New York
$4K -$190 -3 -5%
TFO
589
Tarbox Family Office
California
$4K – – –
NYLT
590
New York Life Trust
New York
$4K +$4K +73 New
WA
591
WFG Advisors
Texas
$3K – – –
FBT
592
Founders Bank & Trust
Michigan
$3K – – –
TWA
593
TCI Wealth Advisors
Arizona
$3K – – –
WC
594
Whitnell & Co
Illinois
$3K +$3K +51 New
FCCM
595
First City Capital Management
Georgia
$2.08K – – –
QAM
596
QCI Asset Management
New York
$2K – – –
TRCT
597
Tower Research Capital (TRC)
New York
$2K +$2K +40 New
AWCI
598
Alpine Woods Capital Investors
New York
$752 – – –
Walleye Trading
599
Walleye Trading
New York
$100 +$100 +1,733 New
MC
600
Montag & Caldwell
Georgia
– -$137M -2,530,356 Closed
22 23
24
25 26