FT
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
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)
Holders
50
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.35M | |
| 2 | +$1.24M | |
| 3 | +$571K | |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$389K |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$257K |
Top Sellers
| 1 | -$2.52M | |
| 2 | -$463K | |
| 3 | -$172K | |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$166K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$63.1K |