FT

Franklin Universal Trust
FT

Overview Fund Activity

45 hedge funds and large institutions have $31.2M invested in Franklin Universal Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.

Holders
45
Holders Change
+6
Holders Change %
+15.38%
% of All Funds
1.03%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
15
Reduced
12
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$11.3M
2
SFS
2
Shaker Financial Services
Virginia
$926K
3
CRC
3
Curi RMB Capital
Illinois
$742K
4
DA
4
Doliver Advisors
Texas
$529K
5
WAM
5
Wolverine Asset Management
Illinois
$393K

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$2.24M
2
BI
2
Bulldog Investors
New Jersey
$2.52M
3
Wells Fargo
3
Wells Fargo
California
$1.89M
4
PNC Financial Services Group
4
PNC Financial Services Group
Pennsylvania
$38K
5
MC
5
Matisse Capital
Oregon
$126K
Name Market Value Shares Shares
Change 		Shares
Change %
CA
26
Cetera Advisors
Colorado
$134K 19,987 +19,987 New
SWM
27
SeaCrest Wealth Management
New York
$130K 19,435 +5,006 +35%
MC
28
Matisse Capital
Oregon
$126K 18,900 -22,000 -54%
SWP
29
Stratos Wealth Partners
Ohio
$126K 18,900 -6,500 -26%
Creative Planning
30
Creative Planning
Kansas
$109K 16,324 -386 -2%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$109K 16,303 +16,303 New
CA
32
Cornerstone Advisors
North Carolina
$107K 15,971 +15,971 New
CL
33
CSS LLC
Illinois
$102K 15,224 – –
UBS Group
34
UBS Group
Switzerland
$100K 14,894 +7,327 +97%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$90K 13,500 – –
GC
36
Guggenheim Capital
Illinois
$79K 11,858 +427 +4%
SCM
37
Saba Capital Management
New York
$68K 10,145 – –
SF
38
Synovus Financial
Georgia
$51K 7,606 – –
CF
39
Centaurus Financial
California
$41K 6,087 +6,087 New
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$38K 5,647 -23,063 -80%
WAM
41
Wealthspire Advisors (Maryland)
Maryland
$20K 2,993 – –
PA
42
Parallel Advisors
California
$18K 2,800 – –
Citigroup
43
Citigroup
New York
$13K 2,000 +2,000 New
Northwestern Mutual Wealth Management
44
Northwestern Mutual Wealth Management
Wisconsin
$3K 474 +474 New
APP
45
Avantax Planning Partners
Iowa
– – -2,550 Closed
TRCT
46
Tower Research Capital (TRC)
New York
– – -783 Closed
CHC
47
City Holding Co
West Virginia
$0 8 – –
1
2