Franklin Universal Trust
51 hedge funds and large institutions have $24.2M invested in Franklin Universal Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
6% more funds holding
Funds holding: 48 → 51 (+3)
5.33% less ownership
Funds ownership: 21.16% → 15.82% (-5.3%)
28% less capital invested
Capital invested by funds: $33.8M → $24.2M (-$9.57M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$1.06M |
| 2 |
UCI
Uncommon Cents Investing
Janesville,
Wisconsin
|
+$516K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$489K |
| 4 |
Morgan Stanley
New York
|
+$405K |
| 5 |
AC
Almitas Capital
Santa Monica,
California
|
+$394K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.16M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$429K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$308K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$128K |
| 5 |
FCFC
First Commonwealth Financial Corp
Indiana,
Pennsylvania
|
-$84K |
FT Hedge Fund Activity: Q1 2019 in Review
51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2019, worth a combined $24.2M — down 28% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FT positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.16M.
- 51 institutional investors held Franklin Universal Trust (FT) as of Q1 2019, up from 48 in Q4 2018.
- Funds reported $24.2M of Franklin Universal Trust stock for Q1 2019, down 28% quarter-over-quarter.
- 8 funds opened new Franklin Universal Trust positions in Q1 2019 and 3 closed out, a net change of +5 holders.
- The largest Franklin Universal Trust buyer in Q1 2019 was Wells Fargo, an estimated $1.06M added.
- The largest Franklin Universal Trust seller in Q1 2019 was Advisors Asset Management, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2019.