FT
Franklin Universal Trust
40 hedge funds and large institutions have $27.4M invested in Franklin Universal Trust in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
9% less funds holding
Funds holding: 44 → 40 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Holders
40
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$855K | |
| 2 | +$273K | |
| 3 | +$267K | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$262K |
| 5 |
Citigroup
New York
|
+$237K |
Top Sellers
| 1 | -$713K | |
| 2 | -$397K | |
| 3 | -$209K | |
| 4 |
LPL Financial
San Diego,
California
|
-$141K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$133K |