FT
Franklin Universal Trust
36 hedge funds and large institutions have $26.6M invested in Franklin Universal Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more capital invested
Capital invested by funds: $ → $
0.33% more ownership
Funds ownership: 14.54% → 14.88% (+0.33%)
Holders
36
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$367K | |
| 2 | +$333K | |
| 3 | +$210K | |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$189K |
| 5 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$175K |
Top Sellers
| 1 | -$800K | |
| 2 | -$237K | |
| 3 | -$111K | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$97.7K |
| 5 |
Morgan Stanley
New York
|
-$35.4K |