FT
Franklin Universal Trust
47 hedge funds and large institutions have $35.3M invested in Franklin Universal Trust in 2019 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 13 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
56% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 9
Holders
47
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$910K | |
| 2 | +$347K | |
| 3 | +$327K | |
| 4 |
Morgan Stanley
New York
|
+$235K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$201K |
Top Sellers
| 1 | -$886K | |
| 2 | -$558K | |
| 3 | -$431K | |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$366K |
| 5 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
-$308K |