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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 %
EFSCE
576
Enterprise Financial Services Corp (EFSC)
Missouri
$9K -$3.81K -75 -30%
MCM
577
MV Capital Management
Maryland
$8K – – –
HIM
578
Hillsdale Investment Management
Ontario, Canada
$7K – – –
DAM
579
Delta Asset Management
Tennessee
$7K – – –
PFSC
580
Peoples Financial Services Corp
Pennsylvania
$7K – – –
CAW
581
Cornerstone Advisors (Washington)
Washington
$7K – – –
IMS
582
Index Management Solutions
Pennsylvania
$7K +$7K +140 New
LWA
583
Lenox Wealth Advisors
New York
$6K – – –
NFG
584
Next Financial Group
Texas
$6K – – –
RA
585
Rational Advisors
New York
$6K – – –
ASN
586
Advisory Services Network
Georgia
$6K +$6K +114 New
Acadian Asset Management
587
Acadian Asset Management
Massachusetts
$5K – – –
CGT
588
Capital Guardian Trust
California
$4K -$8.27K -155 -67%
OC
589
Oakworth Capital
Alabama
$4K – – –
PMFA
590
Plante Moran Financial Advisors
Michigan
$4K – – –
JWA
591
JFS Wealth Advisors
Pennsylvania
$3K -$7.59K -134 -72%
S
592
SignatureFD
Georgia
$3K -$1.65K -39 -35%
WA
593
WFG Advisors
Texas
$3K – – –
TFO
594
Tarbox Family Office
California
$3K – – –
QAM
595
QCI Asset Management
New York
$2K – – –
MIM
596
Macroview Investment Management
Maryland
$2K – – –
FCCM
597
First City Capital Management
Georgia
$1.77K – – –
Nuveen Asset Management
598
Nuveen Asset Management
Illinois
$1.29K -$27 -546 -2%
GWM
599
Gupta Wealth Management
California
$1K -$11.7K -350 -92%
AIM
600
Advantage Investment Management
Iowa
$1K -$20K -300 -95%
22 23
24
25 26