FT
Franklin Universal Trust
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more funds holding in top 10
Funds holding in top 10: →
0.52% less ownership
Funds ownership: 14.38% → 13.86% (-0.52%)
5% less capital invested
Capital invested by funds: $24.9M → $23.7M (-$1.2M)
Holders
38
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$804K | |
| 2 | +$549K | |
| 3 | +$312K | |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$287K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
+$121K |
Top Sellers
| 1 | -$3.19M | |
| 2 | -$240K | |
| 3 | -$118K | |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
-$64.5K |
| 5 |
Morgan Stanley
New York
|
-$45.4K |