FT

Franklin Universal Trust
FT

Overview Fund Activity

38 hedge funds and large institutions have $23.7M invested in Franklin Universal Trust in 2016 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 2 closing their positions.

Holders
38
Holders Change
+5
Holders Change %
+15.15%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
7
Increased
15
Reduced
7
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.99M
2
SFS
2
Shaker Financial Services
Virginia
$549K
3
Citigroup
3
Citigroup
New York
$322K
4
NFG
4
Next Financial Group
Texas
$715K
5
ICOA
5
Investment Centers of America
North Dakota
$121K

Top Sellers

1
FIMG
1
Financial & Investment Management Group
Michigan
$7.7M
2
FAAS
2
First Allied Advisory Services
California
$0
3
Janney Montgomery Scott
3
Janney Montgomery Scott
Pennsylvania
$98K
4
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$2.35M
5
Morgan Stanley
5
Morgan Stanley
New York
$865K
Name Market Value Shares Shares
Change 		Shares
Change %
UBS Group
26
UBS Group
Switzerland
$95K 13,886 +3,557 +34%
VKH
27
Virtu KCG Holdings
New York
$86K 12,631 +12,631 New
TC
28
TFS Capital
Pennsylvania
$85K 12,453 +12,453 New
SF
29
Synovus Financial
Georgia
$52K 7,606 – –
MFS
30
MSI Financial Services
Massachusetts
$15K 2,277 – –
FNBT
31
FineMark National Bank & Trust
Florida
$13K 1,900 – –
Fifth Third Bancorp
32
Fifth Third Bancorp
Ohio
$9K 1,304 -2,393 -65%
KKAMG
33
Kernodle & Katon Asset Management Group
Arkansas
$7K 1,000 – –
ASN
34
Advisory Services Network
Georgia
$6K 897 +897 New
DADC
35
D.A. Davidson & Co
Montana
$2K 415 – –
TRCT
36
Tower Research Capital (TRC)
New York
$1K 104 +104 New
FANJ
37
Financial Architects (New Jersey)
New Jersey
$1K 200 +200 New
FAAS
38
First Allied Advisory Services
California
– – -34,776 Closed
IA
39
IFP Advisors
Florida
– – -1,842 Closed
CHC
40
City Holding Co
West Virginia
$0 8 – –
1
2