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FT

Franklin Universal Trust
FT

51 hedge funds and large institutions have $24.2M invested in Franklin Universal Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

73% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 11

6% more funds holding

Funds holding: 48 → 51 (+3)

5.33% less ownership

Funds ownership: 21.16% → 15.82% (-5.3%)

28% less capital invested

Capital invested by funds: $33.8M → $24.2M (-$9.57M)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
+$1.06M
2
UCI
Uncommon Cents Investing
Wisconsin
+$516K
3
WAM
Wolverine Asset Management
Illinois
+$489K
4
Morgan Stanley
Morgan Stanley
New York
+$405K
5
AC
Almitas Capital
California
+$394K

Top Sellers

Rank Fund Capital Flow
1
AAM
Advisors Asset Management
Colorado
-$1.16M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$429K
3
CRC
Curi RMB Capital
Illinois
-$308K
4
Invesco
Invesco
Georgia
-$128K
5
FCFC
First Commonwealth Financial Corp
Pennsylvania
-$84K
Name Holding Trade Value Shares
Change 		Change in
Stake
FCFC
51
First Commonwealth Financial Corp
Pennsylvania
– -$84K -13,304 Closed
SF
52
Synovus Financial
Georgia
– -$48K -7,606 Closed
1 2
3

FT Hedge Fund Activity: Q1 2019 in Review

51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2019, worth a combined $24.2M — down 28% from $33.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new FT positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 11 trimmed.

The largest buyer was Wells Fargo, adding an estimated $1.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.16M.

  • 51 institutional investors held Franklin Universal Trust (FT) as of Q1 2019, up from 48 in Q4 2018.
  • Funds reported $24.2M of Franklin Universal Trust stock for Q1 2019, down 28% quarter-over-quarter.
  • 8 funds opened new Franklin Universal Trust positions in Q1 2019 and 3 closed out, a net change of +5 holders.
  • The largest Franklin Universal Trust buyer in Q1 2019 was Wells Fargo, an estimated $1.06M added.
  • The largest Franklin Universal Trust seller in Q1 2019 was Advisors Asset Management, an estimated $1.16M sold.

Based on aggregated 13F filings for Q1 2019.