FT

Franklin Universal Trust
FT

Overview Fund Activity

40 hedge funds and large institutions have $20.6M invested in Franklin Universal Trust in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
11
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$8.93M
2
LCM
2
Landscape Capital Management
New Jersey
$323K
3
VKH
3
Virtu KCG Holdings
New York
$290K
4
UCFA
4
United Capital Financial Advisors
Texas
$139K
5
DA
5
Doliver Advisors
Texas
$126K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$149K
3
CA
3
Cornerstone Advisors
North Carolina
$133K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$278K
5
AIG
5
American International Group
New York
$114K
Name Market Value Shares Shares
Change 		Shares
Change %
Stifel Financial
26
Stifel Financial
Missouri
$87K 13,465 +13,465 New
IWA
27
Inspirion Wealth Advisors
Illinois
$74K 11,538 – –
PMFA
28
Plante Moran Financial Advisors
Michigan
$70K 10,800 +10,800 New
SFWA
29
Summit Financial Wealth Advisors
Louisiana
$48K 7,555 +7,555 New
FMII
30
Farmers & Merchants Investments Inc
Nebraska
$32K 5,000 – –
SF
31
Synovus Financial
Georgia
$29K 4,457 – –
PAM
32
Panagora Asset Management
Massachusetts
$22K 3,380 +3,380 New
Citigroup
33
Citigroup
New York
$19K 2,948 +907 +44%
DADC
34
D.A. Davidson & Co
Montana
$18K 2,898 +2,898 New
MFS
35
MSI Financial Services
Massachusetts
$14K 2,127 – –
RCG
36
Ruggie Capital Group
Florida
$13K 2,000 – –
FNBT
37
FineMark National Bank & Trust
Florida
$12K 1,900 – –
NFG
38
Next Financial Group
Texas
$10K 1,600 – –
TRCT
39
Tower Research Capital (TRC)
New York
$9K 1,327 +1,327 New
PSI
40
Pinnacle Summer Investments
Virginia
$8K 1,188 – –
SCM
41
Saba Capital Management
New York
– – -130,895 Closed
1
2