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.
Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
2
Increased
13
Reduced
6
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| Name | Market Value | Shares |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
MFS
26
MSI Financial Services
Springfield,
Massachusetts
| $15K | 2,127 | +2,127 | New |
|
|
FNBT
27
FineMark National Bank & Trust
Fort Myers,
Florida
| $14K | 1,900 | – | – |
|
|
RCG
28
Ruggie Capital Group
Tavares,
Florida
| $14K | 2,000 | – | – |
|
29
Citigroup
New York
| $14K | 2,041 | +503 | +33% |
|
|
NFG
30
Next Financial Group
Houston,
Texas
| $11K | 1,600 | – | – |
|
|
PSI
31
Pinnacle Summer Investments
Fairfax,
Virginia
| $9K | 1,188 | – | – |
|
|
SFS
32
Shaker Financial Services
Arlington,
Virginia
| – | – | -158,494 | Closed |
|
|
DA
33
Doliver Advisors
Houston,
Texas
| – | – | -44,584 | Closed |
|
|
VKH
34
Virtu KCG Holdings
New York
| – | – | -33,914 | Closed |
|
|
LCM
35
Landscape Capital Management
Englewood,
New Jersey
| – | – | -21,336 | Closed |
|
|
BRWA
36
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | – | -897 | Closed |
|