FT
Franklin Universal Trust
40 hedge funds and large institutions have $30.7M invested in Franklin Universal Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 2 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more capital invested
Capital invested by funds: $ → $
more funds holding
Funds holding: →
2.12% more ownership
Funds ownership: 15.82% → 17.94% (+2.1%)
Holders
40
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$896K | |
| 2 | +$816K | |
| 3 | +$334K | |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$282K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$202K |
Top Sellers
| 1 | -$90.8K | |
| 2 | -$74.1K | |
| 3 | -$71.7K | |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$59.8K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$47.6K |