Franklin Universal Trust
41 hedge funds and large institutions have $30.9M invested in Franklin Universal Trust in 2024 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
16% more capital invested
Capital invested by funds: $26.7M → $30.9M (+$4.26M)
11% more funds holding
Funds holding: 37 → 41 (+4)
2.1% more ownership
Funds ownership: 15.99% → 18.09% (+2.1%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$883K |
| 2 |
Morgan Stanley
New York
|
+$805K |
| 3 |
LPL Financial
San Diego,
California
|
+$329K |
| 4 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$278K |
| 5 |
KAS
Kestra Advisory Services
Austin,
Texas
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
-$89K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$73K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$70.6K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$59K |
| 5 |
WS
Wedbush Securities
Los Angeles,
California
|
-$47.1K |
FT Hedge Fund Activity: Q2 2024 in Review
41 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2024, worth a combined $30.9M — up 16% from $26.7M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FT positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 11 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $883K. The largest seller was Koshinski Asset Management, cutting an estimated $89K.
- 41 institutional investors held Franklin Universal Trust (FT) as of Q2 2024, up from 37 in Q1 2024.
- Funds reported $30.9M of Franklin Universal Trust stock for Q2 2024, up 16% quarter-over-quarter.
- 8 funds opened new Franklin Universal Trust positions in Q2 2024 and 2 closed out, a net change of +6 holders.
- The largest Franklin Universal Trust buyer in Q2 2024 was Commonwealth Equity Services, an estimated $883K added.
- The largest Franklin Universal Trust seller in Q2 2024 was Koshinski Asset Management, an estimated $89K sold.
Based on aggregated 13F filings for Q2 2024.