Franklin Universal Trust
50 hedge funds and large institutions have $32.8M invested in Franklin Universal Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
11% more funds holding
Funds holding: 45 → 50 (+5)
1.01% more ownership
Funds ownership: 18.6% → 19.61% (+1%)
5% more capital invested
Capital invested by funds: $31.2M → $32.8M (+$1.54M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
Top Sellers
FT Hedge Fund Activity: Q3 2018 in Review
50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2018, worth a combined $32.8M — up 4.9% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FT positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $1.37M. The largest seller was Bulldog Investors, exiting entirely with an estimated $2.52M sold.
- 50 institutional investors held Franklin Universal Trust (FT) as of Q3 2018, up from 45 in Q2 2018.
- Funds reported $32.8M of Franklin Universal Trust stock for Q3 2018, up 4.9% quarter-over-quarter.
- 9 funds opened new Franklin Universal Trust positions in Q3 2018 and 4 closed out, a net change of +5 holders.
- The largest Franklin Universal Trust buyer in Q3 2018 was Koshinski Asset Management, an estimated $1.37M added.
- The largest Franklin Universal Trust seller in Q3 2018 was Bulldog Investors, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2018.