FT

Franklin Universal Trust
FT

Overview Fund Activity

52 hedge funds and large institutions have $31.7M invested in Franklin Universal Trust in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.74M
2
BFM
2
Boothbay Fund Management
New York
$1.91M
3
SFS
3
Shaker Financial Services
Virginia
$1.6M
4
RJA
4
Raymond James & Associates
Florida
$2.02M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.99M

Top Sellers

1
AC
1
Almitas Capital
California
$431K
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.47M
4
WAM
4
Wolverine Asset Management
Illinois
$196K
5
FIA
5
FNY Investment Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BFEC
51
Benjamin F. Edwards & Company
Missouri
– – -158,072 Closed
FIA
52
FNY Investment Advisers
New York
– – -37,800 Closed
Susquehanna International Group
53
Susquehanna International Group
Pennsylvania
– – -24,760 Closed
Creative Planning
54
Creative Planning
Kansas
– – -16,310 Closed
Citigroup
55
Citigroup
New York
– – -2,000 Closed
Fidelity Investments
56
Fidelity Investments
Massachusetts
– – -1 Closed
CFGS
57
Concourse Financial Group Securities
Alabama
– – – –
CHC
58
City Holding Co
West Virginia
$0 8 – –
MA
59
MUFG Americas
New York
$0 15 +15 New
1 2
3