FT

Franklin Universal Trust
FT

Overview Fund Activity

41 hedge funds and large institutions have $25M invested in Franklin Universal Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SFS
1
Shaker Financial Services
Virginia
$913K
2
Goldman Sachs
2
Goldman Sachs
New York
$259K
3
CRC
3
Curi RMB Capital
Illinois
$248K
4
Invesco
4
Invesco
Georgia
$2.45M
5
Stifel Financial
5
Stifel Financial
Missouri
$1.83M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$0
2
RJA
2
Raymond James & Associates
Florida
$358K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFGS
51
Concourse Financial Group Securities
Alabama
– – – –
1 2
3