FT
Franklin Universal Trust
34 hedge funds and large institutions have $20.6M invested in Franklin Universal Trust in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
4% less capital invested
Capital invested by funds: $21.4M → $20.6M (-$774K)
Holders
34
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$294K | |
| 2 | +$232K | |
| 3 | +$101K | |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$52.4K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$37.8K |
Top Sellers
| 1 | -$64K | |
| 2 | -$52.5K | |
| 3 | -$22.6K | |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$9K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$7.93K |