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FT

Franklin Universal Trust
FT

32 hedge funds and large institutions have $13.3M invested in Franklin Universal Trust in 2013 Q2 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

7.77% more ownership

Funds ownership: 0% → 7.77% (+7.8%)

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
RIA
26
Regal Investment Advisors
Michigan
$17K +$18.5K +2,500 New
Citigroup
27
Citigroup
New York
$16K +$17.6K +2,377 New
PAS
28
Partnervest Advisory Services
California
$10K +$10.7K +1,445 New
MA
29
MCF Advisors
Kentucky
$7K +$6.81K +920 New
Ameriprise
30
Ameriprise
Minnesota
$7K +$7.4K +999 New
ECM
31
ETrade Capital Management
Virginia
$2K +$1.86K +251 New
TRCT
32
Tower Research Capital (TRC)
New York
$1K +$1.33K +179 New
1
2

FT Hedge Fund Activity: Q2 2013 in Review

32 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2013, worth a combined $13.3M.

Buyers outnumbered sellers: 32 funds opened new FT positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

  • 32 institutional investors held Franklin Universal Trust (FT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $13.3M of Franklin Universal Trust stock for Q2 2013.
  • 32 funds opened new Franklin Universal Trust positions in Q2 2013 and 0 closed out, a net change of +32 holders.

Based on aggregated 13F filings for Q2 2013.