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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.

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

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$702M
2
Bank of Montreal
2
Bank of Montreal
Ontario, Canada
$78.6M
3
PAM
3
Panagora Asset Management
Massachusetts
$15.4M
4
BIT
4
BlackRock Institutional Trust
California
$606M
5
Ameriprise
5
Ameriprise
Minnesota
$334M
Name Holding Trade Value Shares
Change 		Shares
Change %
U
76
UBS
Switzerland
$39.6M +$7.01M +121,437 +21%
KIG
77
Kovitz Investment Group
Illinois
$39.3M -$7.83M -135,671 -17%
Schroder Investment Management Group
78
Schroder Investment Management Group
United Kingdom
$39.1M -$2.71M -47,000 -6%
State Board of Administration of Florida Retirement System
79
State Board of Administration of Florida Retirement System
Florida
$38.1M +$18.6K +323 +0%
BTS
80
BB&T Securities
Virginia
$38.1M -$54.3K -94 -0.1%
MCM
81
McKinley Capital Management
Alaska
$36.9M -$274K -4,745 -0.7%
Canada Life
82
Canada Life
Manitoba, Canada
$36.7M +$2.18M +37,677 +6%
Bank of America
83
Bank of America
North Carolina
$35.8M -$3.48M -60,274 -9%
Canada Pension Plan Investment Board
84
Canada Pension Plan Investment Board
Ontario, Canada
$35.7M -$4.22M -73,102 -11%
Lord, Abbett & Co
85
Lord, Abbett & Co
New Jersey
$35.6M +$4.16M +72,000 +13%
Adage Capital Partners
86
Adage Capital Partners
Massachusetts
$35.6M – – –
PPA
87
Parametric Portfolio Associates
Washington
$34.7M -$1.57M -27,111 -4%
BJ
88
BlackRock Japan
Japan
$34.6M -$8M -138,650 -19%
GMI
89
Greystone Managed Investments
Saskatchewan, Canada
$34.3M -$3.58M -62,033 -9%
RG
90
Renaissance Group
Kentucky
$33.9M -$1.68M -29,044 -5%
MTB
91
Mizuho Trust & Banking
Japan
$33.8M +$22.8M +392,314 +206%
EAM
92
Edge Asset Management
Washington
$33.8M -$12.6M -218,800 -27%
BC
93
Bartlett & Co
Ohio
$33.4M -$661K -11,456 -2%
WCM
94
Wedge Capital Management
North Carolina
$32.8M -$1.71M -29,650 -5%
NTCOC
95
Northern Trust Company of Connecticut
Connecticut
$31.2M -$2.58M -44,677 -8%
State of Wisconsin Investment Board
96
State of Wisconsin Investment Board
Wisconsin
$30.7M -$506K -8,770 -2%
Allianz Asset Management
97
Allianz Asset Management
Germany
$30.2M -$228K -3,957 -0.8%
JPMorgan Chase & Co
98
JPMorgan Chase & Co
New York
$29.6M -$18.2M -315,453 -38%
HSBC Holdings
99
HSBC Holdings
United Kingdom
$29.6M -$2.34M -40,517 -7%
Susquehanna International Group
100
Susquehanna International Group
Pennsylvania
$29.4M +$25.3M +437,582 +615%
2 3
4
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