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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 %
QBFM
151
QS Batterymarch Financial Management
New York
$10.8M +$738K +13,629 +7%
AQR Capital Management
152
AQR Capital Management
Connecticut
$10.5M -$4.01M -74,053 -28%
RAM
153
RK Asset Management
Michigan
$10.4M +$39.7K +732 +0.4%
US Bancorp
154
US Bancorp
Minnesota
$10.2M +$476K +8,778 +5%
WAM
155
Winslow Asset Management
Ohio
$9.89M +$65.1K +1,202 +0.7%
BNP Paribas Financial Markets
156
BNP Paribas Financial Markets
France
$9.86M -$1.36M -26,063 -12%
Caisse de Depot et Placement du Quebec (CDPQ)
157
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$9.85M -$4.19M -77,400 -30%
GWM
158
Greenwich Wealth Management
Connecticut
$9.75M – – –
ACI
159
AMP Capital Investors
Australia
$9.61M -$1.09M -20,217 -10%
TPSF
160
Texas Permanent School Fund
Texas
$9.6M -$529K -9,772 -5%
OCM
161
Olstein Capital Management
New York
$9.59M – – –
CRC
162
Curi RMB Capital
Illinois
$9.56M -$366K -6,751 -4%
OAM
163
Origin Asset Management
United Kingdom
$9.54M +$9.54M +176,000 New
Daiwa Securities Group
164
Daiwa Securities Group
Japan
$9.41M -$97.5K -1,800 -1%
VOYA Investment Management
165
VOYA Investment Management
Georgia
$9.34M +$52.7K +973 +0.6%
Aviva
166
Aviva
United Kingdom
$9.31M +$430K +7,940 +5%
WHG
167
Westwood Holdings Group
Texas
$9.29M +$2.39M +44,050 +35%
FG
168
FSI Group
Ohio
$9.21M +$9.21M +170,000 New
Korea Investment Corp
169
Korea Investment Corp
South Korea
$9.1M -$54.2K -1,000 -0.6%
Nisa Investment Advisors
170
Nisa Investment Advisors
Missouri
$9.08M -$192K -3,550 -2%
First Trust Advisors
171
First Trust Advisors
Illinois
$9.03M +$4.86M +89,797 +117%
MBI
172
Montrusco Bolton Investments
Quebec, Canada
$8.94M -$5.7M -105,176 -39%
SOMRS
173
State of Michigan Retirement System
Michigan
$8.93M +$37.9K +700 +0.4%
AAM
174
Auxier Asset Management
Oregon
$8.71M +$21.7K +400 +0.2%
AIG
175
American International Group
New York
$8.65M -$4.24M -78,307 -33%
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