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Franklin Resources
BEN

Overview Fund Activity

514 hedge funds and large institutions have $9.68B invested in Franklin Resources in 2016 Q3 according to their latest regulatory filings, with 45 funds opening new positions, 143 increasing their positions, 223 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
514
Holders Change
-5
Holders Change %
-0.96%
% of All Funds
13.74%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.21%
New
45
Increased
143
Reduced
223
Closed
46
Calls
$96.5M
Puts
$108M
Net Calls
-$11.9M
Net Calls Change
+$39.5M

Top Buyers

1
HCM
1
Highfields Capital Management
Massachusetts
$689M
2
State Street
2
State Street
Massachusetts
$711M
3
Morgan Stanley
3
Morgan Stanley
New York
$286M
4
KP
4
Kiltearn Partners
United Kingdom
$195M
5
APG Asset Management
5
APG Asset Management
Netherlands
$70.1M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$208M
2
HCM
2
Herndon Capital Management
Georgia
$113K
3
ClearBridge Investments
3
ClearBridge Investments
New York
$4.21M
4
American Century Companies
4
American Century Companies
Missouri
$43.6M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$4.56M
Name Holding Trade Value Shares
Change 		Shares
Change %
Millennium Management
101
Millennium Management
New York
$9.76M +$7.56M +212,642 +345%
BA
102
BlackRock Advisors
Delaware
$9.55M +$883K +24,816 +10%
GT
103
Glenmede Trust
Pennsylvania
$9.54M -$137K -3,864 -1%
UBS Group
104
UBS Group
Switzerland
$9.51M +$4.48M +125,807 +89%
Nuveen Asset Management
105
Nuveen Asset Management
Illinois
$9.36M +$8.46M +237,807 +940%
WG
106
Winton Group
United Kingdom
$9.19M +$6.58M +185,049 +253%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$9.14M -$1.72M -48,278 -16%
CCG
108
Chatham Capital Group
Georgia
$9.11M – – –
ACI
109
AMP Capital Investors
Australia
$8.83M -$1.53M -43,957 -15%
Ohio Public Employees Retirement System (OPERS)
110
Ohio Public Employees Retirement System (OPERS)
Ohio
$8.61M – – –
SBWIC
111
Schaper Benz & Wise Investment Counsel
Wisconsin
$8.33M -$132K -3,700 -2%
Aviva
112
Aviva
United Kingdom
$8.11M -$326K -9,159 -4%
SO
113
STRS Ohio
Ohio
$8.1M -$289K -8,130 -3%
OCM
114
Olstein Capital Management
New York
$8M – – –
AG
115
Aperio Group
California
$7.99M -$206K -5,783 -3%
PAMU
116
Pictet Asset Management (UK)
United Kingdom
$7.93M +$648K +18,212 +9%
HEIP
117
Hudson Edge Investment Partners
New Jersey
$7.8M -$306K -8,605 -4%
MFBTD
118
MB Financial Bank - Trust Department
Illinois
$7.77M +$56.1K +1,576 +0.7%
SEI Investments
119
SEI Investments
Pennsylvania
$7.57M -$125K -3,503 -2%
Credit Agricole
120
Credit Agricole
France
$7.53M +$508K +14,291 +7%
Macquarie Group
121
Macquarie Group
Australia
$7.34M -$40M -1,125,420 -85%
DWA
122
Douglass Winthrop Advisors
New York
$7.27M – – –
State of Tennessee, Department of Treasury
123
State of Tennessee, Department of Treasury
Tennessee
$7.26M +$2.35M +66,086 +48%
RJA
124
Raymond James & Associates
Florida
$7.22M +$595K +16,738 +9%
Los Angeles Capital Management
125
Los Angeles Capital Management
California
$6.78M +$4.05M +113,943 +149%
3 4
5
6 7