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Franklin Resources
BEN

Overview Fund Activity

600 hedge funds and large institutions have $18.3B invested in Franklin Resources in 2014 Q2 according to their latest regulatory filings, with 57 funds opening new positions, 198 increasing their positions, 238 reducing their positions, and 43 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
600
Holders Change
+11
Holders Change %
+1.87%
% of All Funds
17.26%
Holding in Top 10
18
Holding in Top 10 Change
+5
Holding in Top 10 Change %
+38.46%
% of All Funds
0.52%
New
57
Increased
198
Reduced
238
Closed
43
Calls
$31.9M
Puts
$20.5M
Net Calls
+$11.5M
Net Calls Change
+$14.2M

Top Buyers

1
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.11B
2
Harris Associates
Harris Associates
Illinois
$1.64B
3
Deutsche Bank
Deutsche Bank
Germany
$146M
4
Adage Capital Partners
Adage Capital Partners
Massachusetts
$36M
5
AAM
Aberdeen Asset Management
United Kingdom
$33.9M

Top Sellers

1
MC
Montag & Caldwell
Georgia
$0
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$58.7M
3
Prudential Financial
Prudential Financial
New Jersey
$63.9M
4
SB
Suntrust Banks
Georgia
$3.83M
5
American Century Companies
American Century Companies
Missouri
$457M
Name Holding Trade Value Shares
Change 		Shares
Change %
PIM
201
Provident Investment Management
Michigan
$5.91M -$1.9M -32,835 -24%
IRF
202
IBM Retirement Fund
New York
$5.91M -$183K -3,181 -3%
CB
203
Commerce Bank
Missouri
$5.87M +$18.8K +325 +0.3%
BT
204
Beacon Trust
New Jersey
$5.79M +$71.5K +1,236 +1%
AF
205
Ally Financial
Michigan
$5.78M – – –
WMSA
206
Weiss Multi-Strategy Advisers
New York
$5.78M – – –
SIPS
207
Shelter Insurance Profit Sharing
Missouri
$5.55M – – –
GCA
208
Gideon Capital Advisors
New York
$5.49M +$3.22M +55,668 +142%
CCMH
209
Cornerstone Capital Management Holdings
New York
$5.39M +$152K +2,629 +3%
RJA
210
Raymond James & Associates
Florida
$5.23M +$1M +17,313 +24%
Royal London Asset Management
211
Royal London Asset Management
United Kingdom
$5.22M -$23.8K -439 -0.5%
PI
212
Placemark Investments
Illinois
$5.2M -$1.6M -27,612 -23%
Allianz Asset Management
213
Allianz Asset Management
Germany
$5.06M -$8.92M -154,208 -64%
Mitsubishi UFJ Asset Management
214
Mitsubishi UFJ Asset Management
Japan
$5.02M -$409K -7,077 -8%
IG
215
ING Group
Netherlands
$4.96M +$349K +6,034 +8%
Grantham, Mayo, Van Otterloo & Co (GMO)
216
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$4.9M -$3.33M -57,597 -40%
FWCM
217
Ferguson Wellman Capital Management
Oregon
$4.87M +$6.59K +114 +0.1%
OPERF
218
Oregon Public Employees Retirement Fund
Oregon
$4.78M +$75.2K +1,300 +2%
TBA
219
Tower Bridge Advisors
Pennsylvania
$4.72M +$613K +10,602 +15%
HJA
220
Hugh Johnson Advisors
New York
$4.7M -$33.1K -572 -0.7%
MIS
221
Morningstar Investment Services
Illinois
$4.64M +$260K +4,493 +6%
RT
222
Rockland Trust
Massachusetts
$4.61M -$2.89K -50 -0.1%
BFO
223
Boston Family Office
Massachusetts
$4.42M -$116K -2,005 -3%
GH
224
GAM Holding
Switzerland
$4.31M -$2.77M -47,825 -39%
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$4.26M -$218K -3,777 -5%
7 8
9
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