FT
Franklin Universal Trust
45 hedge funds and large institutions have $36.1M invested in Franklin Universal Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
1.51% more ownership
Funds ownership: 17.7% → 19.21% (+1.5%)
Holders
45
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.11M | |
| 2 | +$751K | |
| 3 | +$471K | |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$355K |
| 5 |
LPL Financial
San Diego,
California
|
+$262K |
Top Sellers
| 1 | -$780K | |
| 2 | -$273K | |
| 3 | -$117K | |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$85K |
| 5 |
Goldman Sachs
New York
|
-$81K |