FT

Franklin Universal Trust
FT

Overview Fund Activity

45 hedge funds and large institutions have $30.8M invested in Franklin Universal Trust in 2019 Q4 according to their latest regulatory filings, with 7 funds opening new positions, 12 increasing their positions, 16 reducing their positions, and 9 closing their positions.

Holders
45
Holders Change
-2
Holders Change %
-4.26%
% of All Funds
0.89%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
12
Reduced
16
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$637K
2
AAM
2
Advisors Asset Management
Colorado
$1.32M
3
Morgan Stanley
3
Morgan Stanley
New York
$5.92M
4
Wells Fargo
4
Wells Fargo
California
$4.06M
5
Stifel Financial
5
Stifel Financial
Missouri
$2.12M

Top Sellers

1
BI
1
Bulldog Investors
New Jersey
$1.25M
2
BFM
2
Boothbay Fund Management
New York
$0
3
RJA
3
Raymond James & Associates
Florida
$910K
4
SFS
4
Shaker Financial Services
Virginia
$0
5
LCM
5
Landscape Capital Management
New Jersey
$0
Name Market Value Shares Shares
Change 		Shares
Change %
AM
51
Atwater Malick
Pennsylvania
– – -2,413 Closed
JFGIW
52
Johnson Financial Group Inc (Wisconsin)
Wisconsin
– – -1,600 Closed
Fidelity Investments
53
Fidelity Investments
Massachusetts
– – -1 Closed
CHC
54
City Holding Co
West Virginia
$0 8 – –
CFGS
55
Concourse Financial Group Securities
Alabama
– – – –
1 2
3