FT
Franklin Universal Trust
36 hedge funds and large institutions have $28.7M invested in Franklin Universal Trust in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more capital invested
Capital invested by funds: $ → $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
3% more funds holding
Funds holding: 35 → 36 (+1)
Holders
36
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$2.26M | |
| 2 | +$1.17M | |
| 3 | +$1.08M | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$500K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$460K |
Top Sellers
| 1 | -$668K | |
| 2 | -$118K | |
| 3 | -$116K | |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$61K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$44.4K |