FT
Franklin Universal Trust
36 hedge funds and large institutions have $26.4M invested in Franklin Universal Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 11 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less ownership
Funds ownership: →
8% less capital invested
Capital invested by funds: $28.7M → $26.4M (-$2.26M)
Holders
36
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$522K | |
| 2 | +$514K | |
| 3 | +$462K | |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$415K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$265K |
Top Sellers
| 1 | -$3.06M | |
| 2 | -$1.25M | |
| 3 | -$291K | |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$145K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$126K |