Franklin Universal Trust
38 hedge funds and large institutions have $33M invested in Franklin Universal Trust in 2021 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.
17% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 12
1.7% less ownership
Funds ownership: 17.22% → 15.53% (-1.7%)
6% less capital invested
Capital invested by funds: $35.1M → $33M (-$2.11M)
7% less funds holding
Funds holding: 41 → 38 (-3)
33% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.08M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$283K |
| 3 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$165K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$154K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$116K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$1.88M |
| 2 |
HI
Harbour Investments
Madison,
Wisconsin
|
-$1.68M |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$922K |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$244K |
| 5 |
Morgan Stanley
New York
|
-$235K |
FT Hedge Fund Activity: Q4 2021 in Review
38 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2021, worth a combined $33M — down 6% from $35.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FT and 4 opened new positions — a net loss of 2 holders — while 12 trimmed existing stakes and 14 added.
The largest buyer was Ameriprise, opening a new position worth an estimated $1.08M. The largest seller was Kestra Private Wealth Services, cutting an estimated $1.88M.
- 38 institutional investors held Franklin Universal Trust (FT) as of Q4 2021, down from 41 in Q3 2021.
- Funds reported $33M of Franklin Universal Trust stock for Q4 2021, down 6% quarter-over-quarter.
- 4 funds opened new Franklin Universal Trust positions in Q4 2021 and 6 closed out, a net change of -2 holders.
- The largest Franklin Universal Trust buyer in Q4 2021 was Ameriprise, an estimated $1.08M added.
- The largest Franklin Universal Trust seller in Q4 2021 was Kestra Private Wealth Services, an estimated $1.88M sold.
Based on aggregated 13F filings for Q4 2021.