FT
Franklin Universal Trust
33 hedge funds and large institutions have $24.9M invested in Franklin Universal Trust in 2016 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less capital invested
Capital invested by funds: $ → $
less ownership
Funds ownership: →
less funds holding
Funds holding: →
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Holders
33
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$538K | |
| 2 | +$289K | |
| 3 | +$161K | |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$120K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$82.3K |
Top Sellers
| 1 | -$2.35M | |
| 2 | -$502K | |
| 3 | -$331K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$234K |
| 5 |
Citigroup
New York
|
-$197K |