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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 %
VOYA Investment Management
176
VOYA Investment Management
Georgia
$9.89M -$93K -1,610 -0.9%
Nisa Investment Advisors
177
Nisa Investment Advisors
Missouri
$9.88M -$75K -1,300 -0.8%
Korea Investment Corp
178
Korea Investment Corp
South Korea
$9.75M +$496K +8,600 +5%
AF
179
Ally Financial
Michigan
$9.53M – – –
IRF
180
IBM Retirement Fund
New York
$9.49M -$338K -5,855 -3%
SOMRS
181
State of Michigan Retirement System
Michigan
$9.48M -$69.3K -1,200 -0.7%
Aviva
182
Aviva
United Kingdom
$9.46M +$341K +5,914 +4%
AAM
183
Auxier Asset Management
Oregon
$9.25M – – –
Balyasny Asset Management
184
Balyasny Asset Management
Illinois
$9.2M +$9.2M +159,281 New
KBC Group
185
KBC Group
Belgium
$9.13M -$122K -2,118 -1%
Comerica Bank
186
Comerica Bank
Texas
$8.8M -$1.32M -22,890 -13%
CA
187
Commerzbank Aktiengesellschaft
Germany
$8.73M -$16.4M -315,968 -65%
Public Sector Pension Investment Board (PSP Investments)
188
Public Sector Pension Investment Board (PSP Investments)
Quebec, Canada
$8.67M +$849K +14,700 +11%
ACP
189
Ashfield Capital Partners
California
$8.59M -$28.6K -496 -0.3%
SMDAM
190
Sumitomo Mitsui DS Asset Management
Japan
$8.48M +$5.45M +94,454 +180%
EA
191
Euclid Advisors
Connecticut
$8.44M -$404K -6,990 -5%
Royal Bank of Canada
192
Royal Bank of Canada
Ontario, Canada
$8.29M -$6.38M -110,521 -44%
TSU
193
TD Securities (USA)
New York
$8.22M +$188K +3,253 +2%
JAM
194
Jupiter Asset Management
United Kingdom
$8.08M +$8.08M +140,000 New
Macquarie Group
195
Macquarie Group
Australia
$8.06M -$824K -14,281 -9%
CC
196
Curian Capital
Colorado
$8.06M -$2.4M -41,512 -23%
AG
197
Aperio Group
California
$8M -$6.13M -121,167 Closed
SCM
198
Stevens Capital Management
Pennsylvania
$7.91M +$7.91M +137,025 New
Wellington Management Group
199
Wellington Management Group
Massachusetts
$7.75M +$468K +8,100 +6%
PIM
200
Provident Investment Management
Michigan
$7.6M +$182K +3,145 +2%
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8
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