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.
800% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 1
24% more funds holding
Funds holding: 29 → 36 (+7)
22% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 9
4% more capital invested
Capital invested by funds: $16.4M → $17.1M (+$710K)
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)
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WA
26
WFG Advisors
Dallas,
Texas
| $81K | +$6.15K | +891 | +8% |
|
|
FMII
27
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
| $35K | +$34.5K | +5,000 | New |
|
|
SF
28
Synovus Financial
Columbus,
Georgia
| $31K | – | – | – |
|
29
Citigroup
New York
| $19K | -$21.7K | -3,149 | -54% |
|
|
HPBT
30
High Point Bank & Trust
High Point,
North Carolina
| $17K | – | – | – |
|
|
RIA
31
Regal Investment Advisors
Kentwood,
Michigan
| $17K | – | – | – |
|
|
NES
32
New England Securities
New York
| $15K | – | – | – |
|
33
Creative Planning
Overland Park,
Kansas
| $10K | -$5.13K | -743 | -33% |
|
|
PAS
34
Partnervest Advisory Services
Santa Barbara,
California
| $8K | +$138 | +20 | +2% |
|
|
BFEC
35
Benjamin F. Edwards & Company
St. Louis,
Missouri
| $3K | +$3.42K | +495 | New |
|
|
ECM
36
ETrade Capital Management
Arlington,
Virginia
| $2K | +$28 | +4 | +2% |
|
|
TRCT
37
Tower Research Capital (TRC)
New York
| – | -$1K | -169 | Closed |
|
FT Hedge Fund Activity: Q4 2013 in Review
36 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2013, worth a combined $17.1M — up 4.3% from $16.4M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FT positions and 1 closed out — a net gain of 8 holders — while 11 added to existing stakes and 9 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $1.17M. The largest seller was Advisors Asset Management, cutting an estimated $1.22M.
- 36 institutional investors held Franklin Universal Trust (FT) as of Q4 2013, up from 29 in Q3 2013.
- Funds reported $17.1M of Franklin Universal Trust stock for Q4 2013, up 4.3% quarter-over-quarter.
- 9 funds opened new Franklin Universal Trust positions in Q4 2013 and 1 closed out, a net change of +8 holders.
- The largest Franklin Universal Trust buyer in Q4 2013 was Financial & Investment Management Group, an estimated $1.17M added.
- The largest Franklin Universal Trust seller in Q4 2013 was Advisors Asset Management, an estimated $1.22M sold.
Based on aggregated 13F filings for Q4 2013.