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Franklin Resources
BEN

Overview Fund Activity

589 hedge funds and large institutions have $17.4B invested in Franklin Resources in 2014 Q1 according to their latest regulatory filings, with 42 funds opening new positions, 220 increasing their positions, 228 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
589
Holders Change
-15
Holders Change %
-2.48%
% of All Funds
17.02%
Holding in Top 10
13
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-35%
% of All Funds
0.38%
New
42
Increased
220
Reduced
228
Closed
46
Calls
$24.7M
Puts
$27.5M
Net Calls
-$2.77M
Net Calls Change
+$27.2M

Top Buyers

1
Massachusetts Financial Services
1
Massachusetts Financial Services
Massachusetts
$1.9B
2
Harris Associates
2
Harris Associates
Illinois
$1.48B
3
HCM
3
Highfields Capital Management
Massachusetts
$771M
4
FPP
4
Findlay Park Partners
United Kingdom
$82.4M
5
Goldman Sachs
5
Goldman Sachs
New York
$169M

Top Sellers

1
T. Rowe Price Associates
1
T. Rowe Price Associates
Maryland
$174M
2
Ameriprise
2
Ameriprise
Minnesota
$53.4M
3
KIG
3
Kovitz Investment Group
Illinois
$18.8M
4
Loomis, Sayles & Company
4
Loomis, Sayles & Company
Massachusetts
$15.3M
5
PI
5
PGGM Investments
Netherlands
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
76
Sit Investment Associates
Minnesota
$38.2M -$3.35M -61,775 -8%
USAA
77
United Services Automobile Association
Texas
$36.5M -$5.91M -109,059 -14%
PPA
78
Parametric Portfolio Associates
Washington
$35.8M +$3.15M +58,190 +10%
Canada Life
79
Canada Life
Manitoba, Canada
$34.9M +$796K +14,764 +2%
RG
80
Renaissance Group
Kentucky
$33.6M +$1.8M +33,301 +6%
BTS
81
BB&T Securities
Virginia
$33.4M -$2.38M -4,402 -7%
State Board of Administration of Florida Retirement System
82
State Board of Administration of Florida Retirement System
Florida
$33.2M -$2.58M -47,620 -7%
VanEck Associates
83
VanEck Associates
New York
$32.4M +$32.4M +597,213 New
State of Wisconsin Investment Board
84
State of Wisconsin Investment Board
Wisconsin
$31.8M +$3M +55,360 +10%
GMI
85
Greystone Managed Investments
Saskatchewan, Canada
$31.6M -$590K -10,890 -2%
Lord, Abbett & Co
86
Lord, Abbett & Co
New Jersey
$31.4M -$2.04M -37,700 -6%
BC
87
Bartlett & Co
Ohio
$31.4M +$46.9K +866 +0.1%
EAM
88
Edge Asset Management
Washington
$30.9M -$812K -14,982 -3%
MTB
89
Mizuho Trust & Banking
Japan
$30.4M -$1.16M -21,448 -4%
WCM
90
Wedge Capital Management
North Carolina
$30.4M -$439K -8,100 -1%
Bank of America
91
Bank of America
North Carolina
$30.2M -$3.4M -62,834 -10%
PIA
92
Piedmont Investment Advisors
North Carolina
$28.1M +$28.1M +518,287 New
SCM
93
Smead Capital Management
Arizona
$28M +$3.45M +63,719 +14%
HSBC Holdings
94
HSBC Holdings
United Kingdom
$27.9M +$140K +2,587 +0.5%
Dimensional Fund Advisors
95
Dimensional Fund Advisors
Texas
$27.5M +$204K +3,770 +0.7%
Principal Financial Group
96
Principal Financial Group
Iowa
$27.1M +$340K +6,269 +1%
GC
97
Guggenheim Capital
Illinois
$27.1M +$4.37M +80,694 +19%
TA
98
Teachers Advisors
New York
$27M +$475K +8,776 +2%
BJ
99
BlackRock Japan
Japan
$26.6M -$5.94M -109,639 -18%
APG Asset Management
100
APG Asset Management
Netherlands
$26.1M – – –
2 3
4
5 6