FT
Franklin Universal Trust
45 hedge funds and large institutions have $30.8M invested in Franklin Universal Trust in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
less first-time investments, than exits
New positions opened: | Existing positions closed:
25% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 16
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
45
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$637K | |
| 2 | +$574K | |
| 3 | +$373K | |
| 4 |
Wells Fargo
San Francisco,
California
|
+$239K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
+$135K |
Top Sellers
| 1 | -$2.29M | |
| 2 | -$1.96M | |
| 3 | -$857K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$758K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$703K |