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Franklin Resources
BEN

Overview Fund Activity

548 hedge funds and large institutions have $10.2B invested in Franklin Resources in 2016 Q4 according to their latest regulatory filings, with 93 funds opening new positions, 161 increasing their positions, 213 reducing their positions, and 52 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
548
Holders Change
+34
Holders Change %
+6.61%
% of All Funds
13.72%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.25%
New
93
Increased
161
Reduced
213
Closed
52
Calls
$305M
Puts
$156M
Net Calls
+$149M
Net Calls Change
+$161M

Top Buyers

1
HCM
Highfields Capital Management
Massachusetts
+$87.1M
2
Bank of New York Mellon
Bank of New York Mellon
New York
+$41.3M
3
Renaissance Technologies
Renaissance Technologies
New York
+$38.5M
4
Asset Management One
Asset Management One
Japan
+$23.9M
5
State Street
State Street
Massachusetts
+$22.1M

Top Sellers

1
VVP
Vulcan Value Partners
Alabama
-$348M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$294M
3
Morgan Stanley
Morgan Stanley
New York
-$158M
4
Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB)
Sweden
-$47M
5
Diamond Hill Capital Management
Diamond Hill Capital Management
Ohio
-$40.2M
Name Holding Trade Value Shares
Change 		Shares
Change %
XK
151
Xact Kapitalforvaltning
Sweden
$4.77M -$1.01M -25,463 -17%
BRCM
152
Bright Rock Capital Management
Massachusetts
$4.75M +$4.75M +120,000 New
HighTower Advisors
153
HighTower Advisors
Illinois
$4.71M -$41.9K -1,059 -0.9%
GIBU
154
Gulf International Bank (UK)
United Kingdom
$4.68M – – –
WG
155
Winton Group
United Kingdom
$4.59M -$5.63M -142,205 -55%
SMI
156
Shelter Mutual Insurance
Missouri
$4.38M – – –
HA
157
Heartland Advisors
Wisconsin
$4.36M +$4.36M +110,092 New
Grantham, Mayo, Van Otterloo & Co (GMO)
158
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.31M -$1.25M -31,613 -23%
LG
159
Leuthold Group
Minnesota
$4.28M +$4.28M +108,019 New
State of Tennessee, Department of Treasury
160
State of Tennessee, Department of Treasury
Tennessee
$4.26M -$3.82M -96,390 -47%
CCMH
161
Cornerstone Capital Management Holdings
New York
$4.23M -$176K -4,436 -4%
US Bancorp
162
US Bancorp
Minnesota
$4.16M -$234K -5,917 -5%
TPSF
163
Texas Permanent School Fund
Texas
$4.11M -$170K -4,289 -4%
PIA
164
Piedmont Investment Advisors
North Carolina
$4.1M +$813K +20,553 +25%
AP
165
AHL Partners
United Kingdom
$4.09M +$2.46M +62,245 +151%
Macquarie Group
166
Macquarie Group
Australia
$4.02M -$4.14M -104,642 -51%
MCM
167
Matarin Capital Management
New York
$3.95M -$2.39M -60,323 -38%
Baird Financial Group
168
Baird Financial Group
Wisconsin
$3.9M +$3.21K +81 +0.1%
APFBOT
169
Amica Pension Fund Board of Trustees
Rhode Island
$3.9M – – –
KeyBank National Association
170
KeyBank National Association
Ohio
$3.89M -$78.3K -1,977 -2%
SFA
171
Staton Financial Advisors
North Carolina
$3.79M +$289K +7,313 +8%
Comerica Bank
172
Comerica Bank
Texas
$3.73M -$90.5K -2,233 -2%
Canada Pension Plan Investment Board
173
Canada Pension Plan Investment Board
Ontario, Canada
$3.72M -$2.41M -60,900 -39%
Axa
174
Axa
France
$3.4M -$906K -22,900 -21%
ASRS
175
Arizona State Retirement System
Arizona
$3.4M -$31.7K -800 -0.9%
5 6
7
8 9