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Franklin Resources
BEN

Overview Fund Activity

543 hedge funds and large institutions have $11.3B invested in Franklin Resources in 2016 Q1 according to their latest regulatory filings, with 54 funds opening new positions, 181 increasing their positions, 228 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
543
Holders Change
-15
Holders Change %
-2.69%
% of All Funds
14.49%
Holding in Top 10
12
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+33.33%
% of All Funds
0.32%
New
54
Increased
181
Reduced
228
Closed
66
Calls
$168M
Puts
$233M
Net Calls
-$64.6M
Net Calls Change
-$37.7M

Top Buyers

1
ACM
Abrams Capital Management
Massachusetts
$310M
2
Pzena Investment Management
Pzena Investment Management
New York
$414M
3
Fidelity Investments
Fidelity Investments
Massachusetts
$344M
4
APG Asset Management
APG Asset Management
Netherlands
$47.4M
5
Select Equity Group
Select Equity Group
New York
$80.9M

Top Sellers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$1.24B
2
PTC
Provident Trust Company
Wisconsin
$0
3
Fayez Sarofim & Co
Fayez Sarofim & Co
Texas
$21.3M
4
WG
Winton Group
United Kingdom
$29.8M
5
Brown Advisory
Brown Advisory
Maryland
$873K
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
151
VOYA Investment Management
Georgia
$5.47M -$1.18M -30,092 -18%
Citigroup
152
Citigroup
New York
$5.17M +$667K +17,076 +15%
TPSF
153
Texas Permanent School Fund
Texas
$5.04M -$210K -5,388 -4%
Bessemer Group
154
Bessemer Group
New Jersey
$4.84M +$2.17M +55,546 +81%
HighTower Advisors
155
HighTower Advisors
Illinois
$4.79M +$1.46M +37,341 +44%
GLA
156
Great Lakes Advisors
Illinois
$4.69M +$4.17M +106,879 +810%
US Bancorp
157
US Bancorp
Minnesota
$4.65M -$168K -4,305 -3%
GIBU
158
Gulf International Bank (UK)
United Kingdom
$4.63M – – –
CCMH
159
Cornerstone Capital Management Holdings
New York
$4.58M -$399K -10,209 -8%
PP
160
Prospector Partners
Connecticut
$4.43M -$3.61M -92,500 -45%
SMI
161
Shelter Mutual Insurance
Missouri
$4.32M – – –
AF
162
Ally Financial
Michigan
$4.3M – – –
Stifel Financial
163
Stifel Financial
Missouri
$4.29M +$649K +16,618 +18%
Royal Bank of Canada
164
Royal Bank of Canada
Ontario, Canada
$4.28M -$911K -23,319 -18%
Group One Trading
165
Group One Trading
Illinois
$4.26M +$4.26M +109,067 New
FAAS
166
First Allied Advisory Services
California
$4.24M -$103K -2,634 -2%
Connor, Clark & Lunn Investment Management (CC&L)
167
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$4.22M -$4.58M -117,400 -52%
DWA
168
Douglass Winthrop Advisors
New York
$4.22M +$1.18M +30,110 +39%
Axa
169
Axa
France
$4.2M -$5.25M -134,400 -56%
KeyBank National Association
170
KeyBank National Association
Ohio
$4.11M -$58.4K -1,495 -1%
AMI
171
Amica Mutual Insurance
Rhode Island
$3.99M +$1.44M +37,000 +57%
ASRS
172
Arizona State Retirement System
Arizona
$3.96M -$39K -1,000 -1%
ACP
173
Ashfield Capital Partners
California
$3.93M -$218K -5,594 -5%
AAM
174
Aberdeen Asset Management
United Kingdom
$3.72M +$25.3K +649 +0.7%
PIA
175
Piedmont Investment Advisors
North Carolina
$3.72M -$725K -18,575 -16%
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