FT
Franklin Universal Trust
39 hedge funds and large institutions have $28M invested in Franklin Universal Trust in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 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: →
3% less funds holding
Funds holding: 40 → 39 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Holders
39
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$437K | |
| 2 | +$436K | |
| 3 | +$365K | |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$187K |
| 5 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$148K |
Top Sellers
| 1 | -$708K | |
| 2 | -$434K | |
| 3 | -$255K | |
| 4 |
LPL Financial
San Diego,
California
|
-$232K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
-$65.4K |