BEN icon

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 %
HR
201
Howe & Rusling
New York
$6.24M +$356K +6,570 +6%
GIBU
202
Gulf International Bank (UK)
United Kingdom
$6.16M – – –
WF
203
WealthTrust Fairport
Ohio
$6.12M -$37.3K -688 -0.6%
ASRS
204
Arizona State Retirement System
Arizona
$6.11M -$141K -2,600 -2%
HIMCH
205
Hartford Investment Management Co (HIMCO)
Connecticut
$6.05M -$237K -4,376 -4%
Public Employees Retirement Association of Colorado
206
Public Employees Retirement Association of Colorado
Colorado
$6.02M -$129K -2,387 -2%
SMI
207
Shelter Mutual Insurance
Missouri
$5.99M – – –
PWLP
208
Prio Wealth Limited Partnership
Massachusetts
$5.88M -$72.9K -1,346 -1%
IRF
209
IBM Retirement Fund
New York
$5.74M -$3.15M -58,292 -35%
EIM
210
ExxonMobil Investment Management
Texas
$5.73M +$34.7K +641 +0.6%
WIM
211
Waverton Investment Management
United Kingdom
$5.63M +$29.3K +540 +0.5%
SEM
212
Suncoast Equity Management
Florida
$5.62M +$193K +3,560 +4%
CB
213
Commerce Bank
Missouri
$5.48M -$155K -2,869 -3%
AF
214
Ally Financial
Michigan
$5.42M -$3.52M -65,000 -39%
WMSA
215
Weiss Multi-Strategy Advisers
New York
$5.42M – – –
Royal London Asset Management
216
Royal London Asset Management
United Kingdom
$5.37M -$286K -5,165 -5%
BT
217
Beacon Trust
New Jersey
$5.35M +$156K +2,871 +3%
EWM
218
Evercore Wealth Management
New York
$5.27M -$553K -10,200 -9%
SIPS
219
Shelter Insurance Profit Sharing
Missouri
$5.22M – – –
Mitsubishi UFJ Asset Management
220
Mitsubishi UFJ Asset Management
Japan
$5.09M -$303K -5,600 -6%
CIBC Asset Management
221
CIBC Asset Management
Ontario, Canada
$4.92M -$233K -4,302 -5%
CCMH
222
Cornerstone Capital Management Holdings
New York
$4.91M -$525K -9,689 -10%
RFC
223
Regions Financial Corp
Alabama
$4.76M +$64.5K +1,191 +1%
FWCM
224
Ferguson Wellman Capital Management
Oregon
$4.56M -$21.1K -390 -0.5%
AAF
225
Andra AP-fonden
Sweden
$4.48M -$943K -17,400 -17%
7 8
9
10 11