FT

Franklin Universal Trust
FT

Overview Fund Activity

50 hedge funds and large institutions have $32.8M invested in Franklin Universal Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.

Holders
50
Holders Change
+5
Holders Change %
+11.11%
% of All Funds
1.14%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
9
Increased
18
Reduced
15
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Koshinski Asset Management
1
Koshinski Asset Management
Illinois
$3.35M
2
Morgan Stanley
2
Morgan Stanley
New York
$3.21M
3
SFS
3
Shaker Financial Services
Virginia
$1.49M
4
CA
4
Cornerstone Advisors
North Carolina
$495K
5
SKK
5
Shepherd Kaplan Krochuk
Massachusetts
$257K

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$0
2
FIMG
2
Financial & Investment Management Group
Michigan
$10.7M
3
SG Americas Securities
3
SG Americas Securities
New York
$0
4
AAM
4
Advisors Asset Management
Colorado
$2.06M
5
UBS Group
5
UBS Group
Switzerland
$34K
Name Market Value Shares Shares
Change 		Shares
Change %
SG Americas Securities
51
SG Americas Securities
New York
– – -25,803 Closed
CF
52
Centaurus Financial
California
– – -6,087 Closed
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
– – -474 Closed
CHC
54
City Holding Co
West Virginia
$0 8 – –
CFGS
55
Concourse Financial Group Securities
Alabama
– – – –
1 2
3