We are live on ! Find out more
FT

Franklin Universal Trust
FT

36 hedge funds and large institutions have $22.2M invested in Franklin Universal Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

71% more repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 7

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

6% more funds holding

Funds holding: 34 → 36 (+2)

0.81% more ownership

Funds ownership: 13.08% → 13.89% (+0.81%)

0% more capital invested

Capital invested by funds: $22.1M → $22.2M (+$51.9K)

Holders
36
Holders Change
+2
Holders Change %
+5.88%
% of All Funds
0.57%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
5
Increased
12
Reduced
7
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
+$867K
2
MSAM
Moloney Securities Asset Management
Missouri
+$398K
3
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$203K
4
Comerica Bank
Comerica Bank
Texas
+$123K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$106K

Top Sellers

Rank Fund Capital Flow
1
HWAM
Hennion & Walsh Asset Management
New Jersey
-$269K
2
Wells Fargo
Wells Fargo
California
-$104K
3
CAN
Cetera Advisor Networks
California
-$69.8K
4
Stifel Financial
Stifel Financial
Missouri
-$69.7K
5
LCM
Landscape Capital Management
New Jersey
-$68.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
NA
26
NewEdge Advisors
Louisiana
$88.3K -$47.4K -7,000 -33%
GWM
27
Geneos Wealth Management
Colorado
$72.7K – – –
Ameriprise
28
Ameriprise
Minnesota
$65.2K +$69.5K +10,261 New
PNC Financial Services Group
29
PNC Financial Services Group
Pennsylvania
$20.3K – – –
FPF
30
First Pacific Financial
Washington
$18.3K – – –
PA
31
Parallel Advisors
California
$17.8K – – –
IA
32
IFP Advisors
Florida
$12.7K +$13.6K +2,000 New
WAM
33
Wolverine Asset Management
Illinois
$10.6K +$11.3K +1,663 New
PWMG
34
Prestige Wealth Management Group
New Jersey
$4.13K – – –
Northwestern Mutual Wealth Management
35
Northwestern Mutual Wealth Management
Wisconsin
$3.17K – – –
BTI
36
Blue Trust Inc
Georgia
$3K – – –
CAN
37
Cetera Advisor Networks
California
– -$69.8K -10,367 Closed
LCM
38
Landscape Capital Management
New Jersey
– -$68.2K -10,133 Closed
Fidelity Investments
39
Fidelity Investments
Massachusetts
– -$7 -1 Closed
1
2

FT Hedge Fund Activity: Q3 2023 in Review

36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2023, worth a combined $22.2M — up 0.23% from $22.1M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FT positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.

The largest buyer was LPL Financial, adding an estimated $867K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $269K.

  • 36 institutional investors held Franklin Universal Trust (FT) as of Q3 2023, up from 34 in Q2 2023.
  • Funds reported $22.2M of Franklin Universal Trust stock for Q3 2023, up 0.23% quarter-over-quarter.
  • 5 funds opened new Franklin Universal Trust positions in Q3 2023 and 3 closed out, a net change of +2 holders.
  • The largest Franklin Universal Trust buyer in Q3 2023 was LPL Financial, an estimated $867K added.
  • The largest Franklin Universal Trust seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $269K sold.

Based on aggregated 13F filings for Q3 2023.