FT
Franklin Universal Trust
36 hedge funds and large institutions have $17.1M invested in Franklin Universal Trust in 2013 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 11 increasing their positions, 9 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
0.26% more ownership
Funds ownership: 9.53% → 9.79% (+0.26%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
36
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.17M | |
| 2 | +$300K | |
| 3 | +$195K | |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$166K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$160K |
Top Sellers
| 1 | -$1.23M | |
| 2 | -$479K | |
| 3 | -$55.4K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$53.1K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$35.3K |