FT
Franklin Universal Trust
32 hedge funds and large institutions have $24.6M invested in Franklin Universal Trust in 2022 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Holders
32
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$559K | |
| 2 | +$548K | |
| 3 | +$536K | |
| 4 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$535K |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$330K |
Top Sellers
| 1 | -$771K | |
| 2 | -$212K | |
| 3 | -$179K | |
| 4 |
Goldman Sachs
New York
|
-$172K |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
-$131K |