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FT

Franklin Universal Trust
FT

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.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 4

20% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 15

11% more funds holding

Funds holding: 45 → 50 (+5)

1.01% more ownership

Funds ownership: 18.6% → 19.61% (+1%)

5% more capital invested

Capital invested by funds: $31.2M → $32.8M (+$1.54M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

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
Koshinski Asset Management
Illinois
+$1.37M
2
Morgan Stanley
Morgan Stanley
New York
+$1.26M
3
SFS
Shaker Financial Services
Virginia
+$579K
4
CA
Cornerstone Advisors
North Carolina
+$394K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
+$261K

Top Sellers

1
BI
Bulldog Investors
New Jersey
-$2.52M
2
FIMG
Financial & Investment Management Group
Michigan
-$470K
3
SG Americas Securities
SG Americas Securities
New York
-$172K
4
AAM
Advisors Asset Management
Colorado
-$168K
5
UBS Group
UBS Group
Switzerland
-$65.2K
Name Holding Trade Value Shares
Change 		Change in
Stake
SG Americas Securities
51
SG Americas Securities
New York
– -$172K -25,803 Closed
CF
52
Centaurus Financial
California
– -$41K -6,087 Closed
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
– -$3K -474 Closed
1 2
3

FT Hedge Fund Activity: Q3 2018 in Review

50 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2018, worth a combined $32.8M — up 4.9% from $31.2M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new FT positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 15 trimmed.

The largest buyer was Koshinski Asset Management, adding an estimated $1.37M. The largest seller was Bulldog Investors, exiting entirely with an estimated $2.52M sold.

  • 50 institutional investors held Franklin Universal Trust (FT) as of Q3 2018, up from 45 in Q2 2018.
  • Funds reported $32.8M of Franklin Universal Trust stock for Q3 2018, up 4.9% quarter-over-quarter.
  • 9 funds opened new Franklin Universal Trust positions in Q3 2018 and 4 closed out, a net change of +5 holders.
  • The largest Franklin Universal Trust buyer in Q3 2018 was Koshinski Asset Management, an estimated $1.37M added.
  • The largest Franklin Universal Trust seller in Q3 2018 was Bulldog Investors, an estimated $2.52M sold.

Based on aggregated 13F filings for Q3 2018.