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Franklin Resources
BEN

Overview Fund Activity

595 hedge funds and large institutions have $16.9B invested in Franklin Resources in 2014 Q3 according to their latest regulatory filings, with 49 funds opening new positions, 199 increasing their positions, 245 reducing their positions, and 46 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
595
Holders Change
-5
Holders Change %
-0.83%
% of All Funds
17.28%
Holding in Top 10
8
Holding in Top 10 Change
-10
Holding in Top 10 Change %
-55.56%
% of All Funds
0.23%
New
49
Increased
199
Reduced
245
Closed
46
Calls
$30.6M
Puts
$30M
Net Calls
+$577K
Net Calls Change
-$10.9M

Top Buyers

1
SAM
1
Southeastern Asset Management
Tennessee
$110M
2
Prudential Financial
2
Prudential Financial
New Jersey
$106M
3
Bank of America
3
Bank of America
North Carolina
$79.2M
4
Harris Associates
4
Harris Associates
Illinois
$1.58B
5
VVP
5
Vulcan Value Partners
Alabama
$250M

Top Sellers

1
Norges Bank
1
Norges Bank
Norway
$102M
2
Deutsche Bank
2
Deutsche Bank
Germany
$74.5M
3
Calamos Advisors
3
Calamos Advisors
Illinois
$36.9M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$56.9M
5
Wells Fargo
5
Wells Fargo
California
$290M
Name Holding Trade Value Shares
Change 		Shares
Change %
BT
201
Beacon Trust
New Jersey
$5.43M -$29.1K -533 -0.5%
SDIC
202
South Dakota Investment Council
South Dakota
$5.29M +$5.29M +96,900 New
EIM
203
ExxonMobil Investment Management
Texas
$5.27M -$310K -5,676 -6%
SIPS
204
Shelter Insurance Profit Sharing
Missouri
$5.26M – – –
Northwestern Mutual Wealth Management
205
Northwestern Mutual Wealth Management
Wisconsin
$5.22M +$2.47M +45,301 +90%
Allianz Asset Management
206
Allianz Asset Management
Germany
$5.17M +$398K +7,291 +8%
Susquehanna International Group
207
Susquehanna International Group
Pennsylvania
$5.08M -$2.88M -52,777 -36%
MBI
208
Montrusco Bolton Investments
Quebec, Canada
$5.07M -$3.35M -61,398 -40%
WG
209
Winton Group
United Kingdom
$4.96M -$1.55M -28,302 -24%
M&T Bank
210
M&T Bank
New York
$4.95M +$4.95M +90,661 New
Korea Investment Corp
211
Korea Investment Corp
South Korea
$4.68M -$2.61M -47,800 -36%
HJA
212
Hugh Johnson Advisors
New York
$4.67M +$236K +4,328 +5%
WI
213
WBI Investments
New Jersey
$4.65M +$4.65M +85,230 New
FWCM
214
Ferguson Wellman Capital Management
Oregon
$4.59M -$6.23K -114 -0.1%
OPERF
215
Oregon Public Employees Retirement Fund
Oregon
$4.56M +$49.2K +900 +1%
RT
216
Rockland Trust
Massachusetts
$4.53M +$181K +3,320 +4%
BC
217
Burney Company
Virginia
$4.47M +$2.71M +49,631 +154%
PI
218
Placemark Investments
Illinois
$4.29M -$612K -11,225 -12%
TBA
219
Tower Bridge Advisors
Pennsylvania
$4.25M -$206K -3,776 -5%
Royal Bank of Canada
220
Royal Bank of Canada
Ontario, Canada
$4.21M -$4.11M -75,171 -49%
BFO
221
Boston Family Office
Massachusetts
$4.17M -$10K -184 -0.2%
GH
222
GAM Holding
Switzerland
$4.07M – – –
BCAM
223
Boston Common Asset Management
Massachusetts
$4.01M +$25.3K +464 +0.6%
RCM
224
Riverhead Capital Management
Delaware
$3.98M +$244K +4,468 +7%
COPPSERS
225
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$3.95M -$72.6K -1,329 -2%
7 8
9
10 11