FT
Franklin Universal Trust
33 hedge funds and large institutions have $21.9M invested in Franklin Universal Trust in 2023 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 14 increasing their positions, 6 reducing their positions, and 7 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less ownership
Funds ownership: →
less funds holding
Funds holding: →
less capital invested
Capital invested by funds: $ → $
29% less first-time investments, than exits
New positions opened: 5 | Existing positions closed: 7
Holders
33
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$561K | |
| 2 | +$317K | |
| 3 | +$168K | |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$99.8K |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$75.7K |
Top Sellers
| 1 | -$2M | |
| 2 | -$1.34M | |
| 3 | -$720K | |
| 4 |
RW
RVW Wealth
Los Angeles,
California
|
-$333K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$191K |