FT
Franklin Universal Trust
31 hedge funds and large institutions have $21.5M invested in Franklin Universal Trust in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding in top 10
Funds holding in top 10: →
less ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
11% less funds holding
Funds holding: 35 → 31 (-4)
60% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 5
Holders
31
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.41M | |
| 2 | +$185K | |
| 3 | +$80.1K | |
| 4 |
WS
Wedbush Securities
Los Angeles,
California
|
+$75K |
| 5 |
Morgan Stanley
New York
|
+$37.7K |
Top Sellers
| 1 | -$1.13M | |
| 2 | -$555K | |
| 3 | -$399K | |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$316K |
| 5 |
SCM
Saba Capital Management
New York
|
-$265K |