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Franklin Resources
BEN

Overview Fund Activity

595 hedge funds and large institutions have $16.9B invested in Franklin Resources in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 245 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
17.28%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.23%
New
49
Increased
199
Reduced
245
Closed
46
Calls
$30.6M
Puts
$30M
Net Calls
+$577K
Net Calls Change
-$10.9M

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$110M
2
Prudential Financial
2
Prudential Financial
New Jersey
$106M
3
Bank of America
3
Bank of America
North Carolina
$79.2M
4
Harris Associates
4
Harris Associates
Illinois
$1.58B
5
VVP
5
Vulcan Value Partners
Alabama
$250M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Deutsche Bank
2
Deutsche Bank
Germany
$74.5M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$36.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$56.9M
5
Wells Fargo
5
Wells Fargo
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
BIM
76
BlackRock Investment Management
Delaware
$39.6M -$997K -18,261 -2%
USAA
77
United Services Automobile Association
Texas
$38.1M +$596K +10,905 +2%
DnB Asset Management
78
DnB Asset Management
Norway
$36.9M +$73.8K +1,352 +0.2%
Calamos Advisors
79
Calamos Advisors
Illinois
$36.9M -$62.9M -1,152,226 -63%
PPA
80
Parametric Portfolio Associates
Washington
$36.7M +$560K +10,255 +2%
HSBC Holdings
81
HSBC Holdings
United Kingdom
$36.3M +$10.6M +193,199 +41%
Canada Life
82
Canada Life
Manitoba, Canada
$35.6M +$3.37M +61,675 +10%
SCM
83
Smead Capital Management
Arizona
$34.5M +$255K +4,662 +0.7%
APG Asset Management
84
APG Asset Management
Netherlands
$34.3M +$1.34M +24,611 +4%
Adage Capital Partners
85
Adage Capital Partners
Massachusetts
$33.5M -$475K -8,700 -1%
Lord, Abbett & Co
86
Lord, Abbett & Co
New Jersey
$32.9M +$2.03M +37,200 +7%
WCM
87
Wedge Capital Management
North Carolina
$32.8M +$928K +16,995 +3%
State Board of Administration of Florida Retirement System
88
State Board of Administration of Florida Retirement System
Florida
$32.5M -$1.08M -19,729 -3%
TA
89
Teachers Advisors
New York
$32.3M +$3.69M +67,482 +13%
RG
90
Renaissance Group
Kentucky
$32M -$620K -11,356 -2%
PIA
91
Piedmont Investment Advisors
North Carolina
$31.9M +$306K +5,595 +1%
BC
92
Bartlett & Co
Ohio
$31.5M -$50.7K -929 -0.2%
AAM
93
Aberdeen Asset Management
United Kingdom
$31.4M -$668K -12,233 -2%
EAM
94
Edge Asset Management
Washington
$29.9M -$370K -6,777 -1%
MTB
95
Mizuho Trust & Banking
Japan
$28.8M -$1.29M -23,578 -4%
Dimensional Fund Advisors
96
Dimensional Fund Advisors
Texas
$28.5M +$693K +12,682 +2%
BTS
97
BB&T Securities
Virginia
$28.4M -$5.29M -9,682 -16%
STC
98
SEI Trust Company
Pennsylvania
$26.9M +$2.36M +43,230 +10%
Principal Financial Group
99
Principal Financial Group
Iowa
$26.4M -$18.9K -346 -0.1%
GC
100
Guggenheim Capital
Illinois
$26.1M -$2.04M -37,343 -7%
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4
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