FT

Franklin Universal Trust
FT

Overview Fund Activity

32 hedge funds and large institutions have $13.3M invested in Franklin Universal Trust in 2013 Q2 according to their latest regulatory filings, with 32 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

Holders
32
Holders Change
+32
Holders Change %
–
% of All Funds
1.04%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
32
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$3.79M
2
SFS
2
Shaker Financial Services
Virginia
$1.59M
3
Wells Fargo
3
Wells Fargo
California
$1.18M
4
FIMG
4
Financial & Investment Management Group
Michigan
$1.08M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$851K

Top Sellers

No sellers this quarter
Name Market Value Shares Shares
Change 		Shares
Change %
AAM
1
Advisors Asset Management
Colorado
$3.79M 554,902 +554,902 New
SFS
2
Shaker Financial Services
Virginia
$1.59M 233,284 +233,284 New
Wells Fargo
3
Wells Fargo
California
$1.18M 172,672 +172,672 New
FIMG
4
Financial & Investment Management Group
Michigan
$1.08M 158,398 +158,398 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$851K 124,558 +124,558 New
Morgan Stanley
6
Morgan Stanley
New York
$742K 108,725 +108,725 New
WAM
7
Wolverine Asset Management
Illinois
$561K 82,268 +82,268 New
LPL Financial
8
LPL Financial
California
$369K 53,983 +53,983 New
U
9
UBS
Switzerland
$364K 53,279 +53,279 New
DA
10
Doliver Advisors
Texas
$347K 50,851 +50,851 New
SNC
11
Stifel Nicolaus & Co
Missouri
$333K 48,800 +48,800 New
Bank of America
12
Bank of America
North Carolina
$312K 45,634 +45,634 New
TC
13
TFS Capital
Pennsylvania
$307K 44,905 +44,905 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$222K 32,437 +32,437 New
CAN
15
Cetera Advisor Networks
California
$202K 29,700 +29,700 New
AIG
16
American International Group
New York
$160K 23,388 +23,388 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$159K 23,150 +23,150 New
FAAS
18
First Allied Advisory Services
California
$153K 22,685 +22,685 New
US Bancorp
19
US Bancorp
Minnesota
$148K 21,600 +21,600 New
KCG
20
Knight Capital Group
$97K 14,169 +14,169 New
FNYS
21
First New York Securities
New York
$96K 14,015 +14,015 New
RCM
22
Rivernorth Capital Management
Florida
$94K 13,700 +13,700 New
WA
23
WFG Advisors
Texas
$75K 11,033 +11,033 New
SF
24
Synovus Financial
Georgia
$30K 4,457 +4,457 New
HPBT
25
High Point Bank & Trust
North Carolina
$17K 2,500 +2,500 New
1
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