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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 %
SL
201
Summitry LLC
California
$7.37M +$332K +5,750 +5%
WHG
202
Westwood Holdings Group
Texas
$7.36M -$110K -1,900 -1%
MAM
203
Martingale Asset Management
Massachusetts
$7.27M +$7.27M +125,837 New
KeyBank National Association
204
KeyBank National Association
Ohio
$7.21M -$106K -1,829 -1%
PI
205
Placemark Investments
Illinois
$7.13M +$464K +8,036 +7%
DSAM
206
Dock Street Asset Management
Florida
$6.81M -$33.4K -578 -0.5%
HIMCH
207
Hartford Investment Management Co (HIMCO)
Connecticut
$6.7M -$504K -8,735 -7%
ASRS
208
Arizona State Retirement System
Arizona
$6.66M -$231K -4,000 -3%
FAF
209
Fjarde Ap-fonden
Sweden
$6.56M -$478K -8,258 -7%
GIBU
210
Gulf International Bank (UK)
United Kingdom
$6.56M +$6.56M +113,709 New
WF
211
WealthTrust Fairport
Ohio
$6.56M -$84.9K -1,470 -1%
Public Employees Retirement Association of Colorado
212
Public Employees Retirement Association of Colorado
Colorado
$6.55M -$432K -7,486 -6%
SCM
213
Stux Capital Management
New York
$6.54M +$5.37M +93,100 +463%
SMI
214
Shelter Mutual Insurance
Missouri
$6.39M – – –
PWLP
215
Prio Wealth Limited Partnership
Massachusetts
$6.35M -$3.31M -57,364 -34%
HR
216
Howe & Rusling
New York
$6.27M +$2.62M +45,392 +72%
HighTower Advisors
217
HighTower Advisors
Illinois
$6.24M +$2.12M +36,643 +51%
EWM
218
Evercore Wealth Management
New York
$6.2M -$2.54K -44 -0%
EIM
219
ExxonMobil Investment Management
Texas
$6.07M -$172K -2,984 -3%
CB
220
Commerce Bank
Missouri
$6.01M -$359K -6,215 -6%
WIM
221
Waverton Investment Management
United Kingdom
$5.97M -$1.14M -19,700 -16%
Royal London Asset Management
222
Royal London Asset Management
United Kingdom
$5.89M +$47.7K +825 +0.8%
CCMH
223
Cornerstone Capital Management Holdings
New York
$5.79M +$39.7K +687 +0.7%
SEM
224
Suncoast Equity Management
Florida
$5.79M +$82K +1,420 +1%
AAF
225
Andra AP-fonden
Sweden
$5.77M -$3.75M -65,000 -39%
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