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Franklin Resources
BEN

Overview Fund Activity

606 hedge funds and large institutions have $16B invested in Franklin Resources in 2015 Q1 according to their latest regulatory filings, with 55 funds opening new positions, 202 increasing their positions, 249 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
606
Holders Change
+2
Holders Change %
+0.33%
% of All Funds
16.16%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.24%
New
55
Increased
202
Reduced
249
Closed
44
Calls
$29.7M
Puts
$30M
Net Calls
-$344K
Net Calls Change
+$25.9M

Top Buyers

1
Pzena Investment Management
Pzena Investment Management
New York
$248M
2
VVP
Vulcan Value Partners
Alabama
$370M
3
KP
Kiltearn Partners
United Kingdom
$52.9M
4
American Century Companies
American Century Companies
Missouri
$426M
5
Two Sigma Investments
Two Sigma Investments
New York
$39.8M

Top Sellers

1
EC
Eminence Capital
New York
$0
2
IGIM
I.G. Investment Management
Manitoba, Canada
$6.69M
3
Goldman Sachs
Goldman Sachs
New York
$65.7M
4
State Street
State Street
Massachusetts
$952M
5
VanEck Associates
VanEck Associates
New York
$63K
Name Holding Trade Value Shares
Change 		Shares
Change %
M
576
MOTCO
Texas
$10K – – –
JWA
577
JFS Wealth Advisors
Pennsylvania
$10K – – –
JFGIW
578
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8K -$56.3K -1,125 -88%
HIM
579
Hillsdale Investment Management
Ontario, Canada
$8K – – –
MCM
580
MV Capital Management
Maryland
$8K – – –
CAW
581
Cornerstone Advisors (Washington)
Washington
$8K +$2.58K +48 +48%
ZB
582
Zions Bancorporation
Utah
$8K +$8K +159 New
PFSC
583
Peoples Financial Services Corp
Pennsylvania
$7K – – –
NFG
584
Next Financial Group
Texas
$7K – – –
DAM
585
Delta Asset Management
Tennessee
$7K – – –
MWAN
586
Mariner Wealth Advisors (NYC)
Kansas
$7K +$7K +128 New
RA
587
Rational Advisors
New York
$6K -$4K -84 -40%
LWA
588
Lenox Wealth Advisors
New York
$6K – – –
S
589
SignatureFD
Georgia
$6K +$6K +110 New
TRCT
590
Tower Research Capital (TRC)
New York
$5K -$4.07K -83 -45%
OC
591
Oakworth Capital
Alabama
$5K – – –
Acadian Asset Management
592
Acadian Asset Management
Massachusetts
$5K +$5K +107 New
CG
593
Colony Group
Massachusetts
$4K – – –
PMFA
594
Plante Moran Financial Advisors
Michigan
$4K – – –
TWA
595
TCI Wealth Advisors
Arizona
$3K – – –
TFO
596
Tarbox Family Office
California
$3K – – –
WC
597
Whitnell & Co
Illinois
$3K – – –
WA
598
WFG Advisors
Texas
$3K +$53 +1 +2%
MIM
599
Macroview Investment Management
Maryland
$3K +$3K +50 New
QAM
600
QCI Asset Management
New York
$2K – – –
22 23
24
25 26