BEN icon

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.

New
Increased
Maintained
Reduced
Closed
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 %
WCM
151
Winton Capital Management
United Kingdom
$12.9M -$9.1M -157,682 -41%
CSIC
152
Clifford Swan Investment Counsel
California
$12.7M +$276K +4,782 +2%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$12.4M -$1.25M -21,657 -9%
1832 Asset Management
154
1832 Asset Management
Ontario, Canada
$12.4M +$12.4M +214,460 New
NFA
155
Nationwide Fund Advisors
Ohio
$12M -$5.45M -94,420 -31%
GT
156
Greenleaf Trust
Michigan
$12M +$1.14M +19,813 +11%
SBWIC
157
Schaper Benz & Wise Investment Counsel
Wisconsin
$11.8M -$191K -3,300 -2%
TG
158
TCW Group
California
$11.5M -$66.4K -1,150 -0.6%
ACI
159
AMP Capital Investors
Australia
$11.4M -$559K -9,780 -5%
PFMOSF
160
Philadelphia Financial Management of San Francisco
California
$11.1M -$6.39M -110,647 -36%
RAM
161
RK Asset Management
Michigan
$11M +$11M +191,002 New
Renaissance Technologies
162
Renaissance Technologies
New York
$11M -$34.5M -597,300 -76%
TPSF
163
Texas Permanent School Fund
Texas
$10.8M -$884K -15,319 -8%
QBFM
164
QS Batterymarch Financial Management
New York
$10.8M -$795K -13,774 -7%
SG Americas Securities
165
SG Americas Securities
New York
$10.7M -$6.19M -107,280 -37%
CRC
166
Curi RMB Capital
Illinois
$10.6M -$283K -4,906 -3%
WAM
167
Winslow Asset Management
Ohio
$10.5M -$237K -4,100 -2%
GWM
168
Greenwich Wealth Management
Connecticut
$10.4M – – –
US Bancorp
169
US Bancorp
Minnesota
$10.4M +$168K +2,904 +2%
CBOA
170
Commonwealth Bank of Australia
Australia
$10.3M +$2.54M +43,949 +33%
OCM
171
Olstein Capital Management
New York
$10.2M – – –
Daiwa Securities Group
172
Daiwa Securities Group
Japan
$10.1M +$929K +16,100 +10%
DCMA
173
Daiwa Capital Markets America
New York
$10.1M +$10.1M +175,400 New
FCAM
174
F&C Asset Management
United Kingdom
$10.1M -$1.1M -19,138 -10%
ProShare Advisors
175
ProShare Advisors
Maryland
$10M +$3.2M +55,388 +47%
5 6
7
8 9