FT
Franklin Universal Trust
53 hedge funds and large institutions have $36.4M invested in Franklin Universal Trust in 2026 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 14 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
less funds holding
Funds holding: →
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
Holders
53
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$267K | |
| 2 | +$261K | |
| 3 | +$208K | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$191K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$141K |
Top Sellers
| 1 | -$633K | |
| 2 | -$417K | |
| 3 | -$396K | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$292K |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$134K |
