FT
Franklin Universal Trust
34 hedge funds and large institutions have $21.4M invested in Franklin Universal Trust in 2014 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
6% less funds holding
Funds holding: 36 → 34 (-2)
50% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 4
Holders
34
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$373K | |
| 2 | +$359K | |
| 3 | +$222K | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$221K |
| 5 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$130K |
Top Sellers
| 1 | -$316K | |
| 2 | -$166K | |
| 3 | -$88K | |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$66.7K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$43.8K |