Franklin Universal Trust
47 hedge funds and large institutions have $2.53B invested in Franklin Universal Trust in 2024 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 4 closing their positions.
7,060% more capital invested
Capital invested by funds: $35.4M → $2.53B (+$2.5B)
75% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 4
2% more funds holding
Funds holding: 46 → 47 (+1)
0.23% more ownership
Funds ownership: 18.62% → 18.85% (+0.23%)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.33M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$169K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$162K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$127K |
| 5 |
BAG
Bridgewealth Advisory Group
Fresno,
California
|
+$112K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$758K |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$482K |
| 3 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$196K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$186K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$120K |
FT Hedge Fund Activity: Q4 2024 in Review
47 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2024, worth a combined $2.53B — up 7,060% from $35.4M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FT positions and 4 closed out — a net gain of 3 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Advisors Asset Management, opening a new position worth an estimated $1.33M. The largest seller was Wolverine Asset Management, exiting entirely with an estimated $758K sold.
- 47 institutional investors held Franklin Universal Trust (FT) as of Q4 2024, up from 46 in Q3 2024.
- Funds reported $2.53B of Franklin Universal Trust stock for Q4 2024, up 7,060% quarter-over-quarter.
- 7 funds opened new Franklin Universal Trust positions in Q4 2024 and 4 closed out, a net change of +3 holders.
- The largest Franklin Universal Trust buyer in Q4 2024 was Advisors Asset Management, an estimated $1.33M added.
- The largest Franklin Universal Trust seller in Q4 2024 was Wolverine Asset Management, an estimated $758K sold.
Based on aggregated 13F filings for Q4 2024.