FT

Franklin Universal Trust
FT

Overview Fund Activity

48 hedge funds and large institutions have $33.8M invested in Franklin Universal Trust in 2018 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 8 closing their positions.

Holders
48
Holders Change
-2
Holders Change %
-4%
% of All Funds
1.07%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
14
Reduced
12
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$11.1M
2
RJA
2
Raymond James & Associates
Florida
$1.03M
3
Morgan Stanley
3
Morgan Stanley
New York
$3.75M
4
MSAM
4
Moloney Securities Asset Management
Missouri
$548K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$560K

Top Sellers

1
SFS
1
Shaker Financial Services
Virginia
$0
2
WAM
2
Wolverine Asset Management
Illinois
$0
3
BFEC
3
Benjamin F. Edwards & Company
Missouri
$636K
4
DA
4
Doliver Advisors
Texas
$77K
5
GC
5
Guggenheim Capital
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
– – -3,520 Closed
WAM
52
Wealthspire Advisors (Maryland)
Maryland
– – -2,993 Closed
APP
53
Avantax Planning Partners
Iowa
– – -2,550 Closed
CPIG
54
Chicago Partners Investment Group
Illinois
– – -1,011 Closed
CFGS
55
Concourse Financial Group Securities
Alabama
– – – –
CHC
56
City Holding Co
West Virginia
$0 8 – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$0 1 +1 New
1 2
3