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FT

Franklin Universal Trust
FT

37 hedge funds and large institutions have $28.9M invested in Franklin Universal Trust in 2023 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 10 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

33% more first-time investments, than exits

New positions opened: 4 | Existing positions closed: 3

31% more capital invested

Capital invested by funds: $22.2M → $28.9M (+$6.77M)

30% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 10

3.43% more ownership

Funds ownership: 13.89% → 17.32% (+3.4%)

3% more funds holding

Funds holding: 36 → 37 (+1)

Holders
37
Holders Change
+1
Holders Change %
+2.78%
% of All Funds
0.54%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
13
Reduced
10
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$2.18M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.13M
3
LPL Financial
LPL Financial
California
+$1.04M
4
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
+$482K
5
WAM
Wolverine Asset Management
Illinois
+$443K

Top Sellers

Rank Fund Capital Flow
1
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$643K
2
Osaic Holdings
Osaic Holdings
Arizona
-$113K
3
SFS
Shaker Financial Services
Virginia
-$112K
4
UBS Group
UBS Group
Switzerland
-$58.8K
5
Wells Fargo
Wells Fargo
California
-$42.7K
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
26
SeaCrest Wealth Management
New York
$126K +$3K +468 +3%
Comerica Bank
27
Comerica Bank
Texas
$121K – – –
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$109K +$1.01K +158 +1%
GWM
29
Geneos Wealth Management
Colorado
$76.1K – – –
NA
30
NewEdge Advisors
Louisiana
$72.9K -$16.7K -2,600 -19%
Ameriprise
31
Ameriprise
Minnesota
$68.2K -$13 -2 -0%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$61K +$55.6K +8,674 +1,735%
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$21.3K – – –
PA
34
Parallel Advisors
California
$18.6K – – –
CFS
35
CGC Financial Services
Oregon
$16.1K +$15.5K +2,413 New
PWMG
36
Prestige Wealth Management Group
New Jersey
$4.32K – – –
Bank of America
37
Bank of America
North Carolina
$1.53K +$1.47K +230 New
FPF
38
First Pacific Financial
Washington
– -$18.3K -2,881 Closed
IA
39
IFP Advisors
Florida
– -$12.7K -2,000 Closed
BTI
40
Blue Trust Inc
Georgia
– -$3K -375 Closed
1
2

FT Hedge Fund Activity: Q4 2023 in Review

37 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2023, worth a combined $28.9M — up 31% from $22.2M a quarter earlier.

Buyers outnumbered sellers: 4 funds opened new FT positions and 3 closed out — a net gain of 1 holder — while 13 added to existing stakes and 10 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $2.18M. The largest seller was Janney Montgomery Scott, cutting an estimated $643K.

  • 37 institutional investors held Franklin Universal Trust (FT) as of Q4 2023, up from 36 in Q3 2023.
  • Funds reported $28.9M of Franklin Universal Trust stock for Q4 2023, up 31% quarter-over-quarter.
  • 4 funds opened new Franklin Universal Trust positions in Q4 2023 and 3 closed out, a net change of +1 holder.
  • The largest Franklin Universal Trust buyer in Q4 2023 was Morgan Stanley, an estimated $2.18M added.
  • The largest Franklin Universal Trust seller in Q4 2023 was Janney Montgomery Scott, an estimated $643K sold.

Based on aggregated 13F filings for Q4 2023.