FT
Franklin Universal Trust
39 hedge funds and large institutions have $27.7M invested in Franklin Universal Trust in 2020 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 16 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less first-time investments, than exits
New positions opened: | Existing positions closed:
38% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 16
Holders
39
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$583K | |
| 2 | +$398K | |
| 3 | +$334K | |
| 4 |
TF
Trek Financial
Scottsdale,
Arizona
|
+$220K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$137K |
Top Sellers
| 1 | -$352K | |
| 2 | -$172K | |
| 3 | -$155K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$134K |
| 5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$103K |