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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 %
SFG
626
Sather Financial Group
Texas
– -$309K -6,300 Closed
ACP
627
Aviance Capital Partners
Florida
– -$305K -6,225 Closed
CAM
628
Cypress Asset Management
Texas
– -$301K -6,130 Closed
RBC
629
Ronald Blue & Co
Georgia
– -$297K -6,057 Closed
LBC
630
Lowe Brockenbrough & Co
Virginia
– -$277K -5,656 Closed
YP
631
Yellowstone Partners
Idaho
– -$262K -5,350 Closed
MSU
632
Maple Securities USA
New Jersey
– -$262K -5,342 Closed
DWM
633
Destination Wealth Management
California
– -$256K -5,211 Closed
PJSIMP
634
P.J. Schmidt Investment Management (PJS)
Wisconsin
– -$252K -5,135 Closed
UCFA
635
United Capital Financial Advisors
Texas
– -$248K -5,049 Closed
AP
636
Advisor Partners
California
– -$258K -5,025 Closed
PMG
637
ProVise Management Group
Florida
– -$245K -5,000 Closed
PSUF
638
People's United Financial
Connecticut
– -$234K -4,775 Closed
WJA
639
Williams Jones & Associates
New York
– -$234K -4,773 Closed
SC
640
Savant Capital
Illinois
– -$232K -4,725 Closed
Los Angeles Capital Management
641
Los Angeles Capital Management
California
– -$223K -4,546 Closed
BCM
642
BTC Capital Management
Iowa
– -$219K -4,465 Closed
BOS
643
Bingham Osborn & Scarborough
California
– -$212K -4,333 Closed
SMC
644
Smith, Moore & Co
Missouri
– -$211K -4,299 Closed
BPC
645
Banque Pictet & Cie
Switzerland
– -$209K -4,263 Closed
BCM
646
Bluefin Capital Management
New York
– -$208K -4,235 Closed
AWA
647
AmeriServ Wealth Advisors
Pennsylvania
– -$206K -4,200 Closed
SW
648
SVB Wealth
Massachusetts
– -$205K -4,177 Closed
FMBTD
649
First Midwest Bank Trust Division
Illinois
– -$203K -4,155 Closed
EA
650
Euclid Advisors
Connecticut
– -$202K -4,110 Closed
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