Franklin Universal Trust
37 hedge funds and large institutions have $26.9M invested in Franklin Universal Trust in 2023 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 6 reducing their positions, and 4 closing their positions.
150% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 6
100% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 4
12% more funds holding
Funds holding: 33 → 37 (+4)
9% more capital invested
Capital invested by funds: $24.7M → $26.9M (+$2.14M)
0.38% more ownership
Funds ownership: 14.63% → 15.01% (+0.38%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$362K |
| 2 |
RW
RVW Wealth
Los Angeles,
California
|
+$329K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$207K |
| 4 |
CCFM
Clear Creek Financial Management
Silverdale,
Washington
|
+$186K |
| 5 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$173K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$800K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$234K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$111K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$96.4K |
| 5 |
Morgan Stanley
New York
|
-$35K |
FT Hedge Fund Activity: Q1 2023 in Review
37 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2023, worth a combined $26.9M — up 8.7% from $24.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FT positions and 4 closed out — a net gain of 4 holders — while 15 added to existing stakes and 6 trimmed.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $362K. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $800K sold.
- 37 institutional investors held Franklin Universal Trust (FT) as of Q1 2023, up from 33 in Q4 2022.
- Funds reported $26.9M of Franklin Universal Trust stock for Q1 2023, up 8.7% quarter-over-quarter.
- 8 funds opened new Franklin Universal Trust positions in Q1 2023 and 4 closed out, a net change of +4 holders.
- The largest Franklin Universal Trust buyer in Q1 2023 was Hennion & Walsh Asset Management, an estimated $362K added.
- The largest Franklin Universal Trust seller in Q1 2023 was Wolverine Asset Management, an estimated $800K sold.
Based on aggregated 13F filings for Q1 2023.