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Franklin Resources
BEN

Overview Fund Activity

604 hedge funds and large institutions have $18.4B invested in Franklin Resources in 2013 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 192 increasing their positions, 252 reducing their positions, and 33 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
604
Holders Change
+33
Holders Change %
+5.78%
% of All Funds
17.54%
Holding in Top 10
20
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+81.82%
% of All Funds
0.58%
New
74
Increased
192
Reduced
252
Closed
33
Calls
$59.5M
Puts
$89.5M
Net Calls
-$30M
Net Calls Change
+$6.52M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
$715M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.49B
3
Harris Associates
Harris Associates
Illinois
$1.32B
4
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
$125M
5
Prudential Financial
Prudential Financial
New Jersey
$130M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
BlackRock Institutional Trust
California
$606M
5
Ameriprise
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
FBT
601
Founders Bank & Trust
Michigan
$3K – – –
TWA
602
TCI Wealth Advisors
Arizona
$3K – – –
UB
603
UMB Bank
Missouri
$2.11K -$308 -5,336 -13%
QAM
604
QCI Asset Management
New York
$2K – – –
DIA
605
Denver Investment Advisors
Colorado
$598 +$38 +650 +7%
AI
606
Analytic Investors
California
– -$29.3M -579,225 Closed
SFM
607
Soros Fund Management
New York
– -$29M -573,100 Closed
Capital Fund Management (CFM)
608
Capital Fund Management (CFM)
France
– -$23.9M -472,315 Closed
VanEck Associates
609
VanEck Associates
New York
– -$19.1M -376,903 Closed
Two Sigma Investments
610
Two Sigma Investments
New York
– -$6.46M -127,824 Closed
MCM
611
Moore Capital Management
New York
– -$5.06M -100,000 Closed
MP
612
Manifold Partners
California
– -$3.86M -76,326 Closed
RCAMU
613
Rothschild & Co Asset Management US
Connecticut
– -$3.42M -67,669 Closed
PIP
614
Perennial Investment Partners
Australia
– -$2.93M -57,861 Closed
NAP
615
New Amsterdam Partners
New York
– -$2.8M -55,438 Closed
DCM
616
Dupont Capital Management
Delaware
– -$2.39M -47,300 Closed
SAM
617
Symphony Asset Management
California
– -$1.97M -38,982 Closed
FCBT
618
First Citizens Bank & Trust
North Carolina
– -$1.96M -38,700 Closed
CCM
619
Corsair Capital Management
New York
– -$1.42M -28,152 Closed
PP
620
Prudential plc
United Kingdom
– -$1.31M -25,820 Closed
NAMA
621
Nikko Asset Management Americas
New York
– -$1.28M -25,100 Closed
PIA
622
Piedmont Investment Advisors
North Carolina
– -$1.17M -23,166 Closed
CA
623
Cornerstone Advisors
North Carolina
– -$682K -13,500 Closed
Thrivent Financial for Lutherans
624
Thrivent Financial for Lutherans
Minnesota
– -$480K -9,500 Closed
HCM
625
Highbridge Capital Management
New York
– -$453K -8,955 Closed
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