Franklin Universal Trust
31 hedge funds and large institutions have $26.2M invested in Franklin Universal Trust in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
0.43% more ownership
Funds ownership: 13.56% → 13.99% (+0.43%)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
3% less funds holding
Funds holding: 32 → 31 (-1)
5% less capital invested
Capital invested by funds: $27.6M → $26.2M (-$1.39M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$679K |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$671K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$480K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$434K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$84.6K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$738K |
| 2 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
-$328K |
| 3 |
PFS
Prospera Financial Services
Dallas,
Texas
|
-$214K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$135K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$111K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
26
Cetera Advisor Networks
El Segundo,
California
| $83K | +$84.6K | +11,067 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $50K | +$51K | +6,676 | New |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $24K | – | – | – |
|
|
PA
29
Parallel Advisors
San Francisco,
California
| $21K | – | – | – |
|
|
PWMG
30
Prestige Wealth Management Group
Flemington,
New Jersey
| $5K | – | – | – |
|
|
KPWS
31
Kestra Private Wealth Services
Austin,
Texas
| – | -$328K | -40,515 | Closed |
|
|
PFS
32
Prospera Financial Services
Dallas,
Texas
| – | -$214K | -26,430 | Closed |
|
|
33
Cetera Investment Advisers
Schaumburg,
Illinois
| – | -$135K | -16,672 | Closed |
|
|
AAM
34
Advisors Asset Management
Monument,
Colorado
| – | -$111K | -13,684 | Closed |
|
FT Hedge Fund Activity: Q2 2022 in Review
31 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2022, worth a combined $26.2M — down 5% from $27.6M a quarter earlier.
Fund positioning in FT was balanced in Q2 2022: 4 funds opened new positions, 4 closed out, 13 added to existing stakes and 7 trimmed.
The largest buyer was Integrated Wealth Concepts, opening a new position worth an estimated $679K. The largest seller was Stifel Financial, cutting an estimated $738K.
- 31 institutional investors held Franklin Universal Trust (FT) as of Q2 2022, down from 32 in Q1 2022.
- Funds reported $26.2M of Franklin Universal Trust stock for Q2 2022, down 5% quarter-over-quarter.
- 4 funds opened new Franklin Universal Trust positions in Q2 2022 and 4 closed out, a net change of 0 holders.
- The largest Franklin Universal Trust buyer in Q2 2022 was Integrated Wealth Concepts, an estimated $679K added.
- The largest Franklin Universal Trust seller in Q2 2022 was Stifel Financial, an estimated $738K sold.
Based on aggregated 13F filings for Q2 2022.