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.

Holders
40
Holders Change
-4
Holders Change %
-9.09%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
17
Reduced
10
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
26
Cetera Advisors
Colorado
$158K 22,741
Creative Planning
27
Creative Planning
Kansas
$128K 18,310 -17,061 -48%
MSAM
28
Moloney Securities Asset Management
Missouri
$118K 16,950
CL
29
CSS LLC
Illinois
$106K 15,157 +207 +1%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$80K 11,437 +83 +0.7%
UBS Group
31
UBS Group
Switzerland
$71K 10,235 +2,819 +38%
SF
32
Synovus Financial
Georgia
$53K 7,606
IA
33
IFP Advisors
Florida
$38K 5,422 +5,422 New
NFG
34
Next Financial Group
Texas
$35K 4,850 -98,770 -95%
PA
35
Parallel Advisors
California
$20K 2,800
Fifth Third Bancorp
36
Fifth Third Bancorp
Ohio
$9K 1,304
DADC
37
D.A. Davidson & Co
Montana
$2K 415
FANJ
38
Financial Architects (New Jersey)
New Jersey
$1K 200
CFD
39
Creative Financial Designs
Indiana
$1K 143
ICOA
40
Investment Centers of America
North Dakota
-19,824 Closed
DA
41
Doliver Advisors
Texas
-13,974 Closed
MIG
42
Mariner Investment Group
New York
-13,168 Closed
KKAMG
43
Kernodle & Katon Asset Management Group
Arkansas
-2,000 Closed
FNBT
44
FineMark National Bank & Trust
Florida
-1,900 Closed
TRCT
45
Tower Research Capital (TRC)
New York
-300 Closed
CHC
46
City Holding Co
West Virginia
$0 8