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FT

Franklin Universal Trust
FT

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.

New
Increased
Maintained
Reduced
Closed

7.77% more ownership

Funds ownership: 0% → 7.77% (+7.8%)

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

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
AAM
1
Advisors Asset Management
Colorado
$3.79M +$4.11M +554,902 New
SFS
2
Shaker Financial Services
Virginia
$1.59M +$1.73M +233,284 New
Wells Fargo
3
Wells Fargo
California
$1.18M +$1.28M +172,672 New
FIMG
4
Financial & Investment Management Group
Michigan
$1.08M +$1.17M +158,398 New
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$851K +$923K +124,558 New
Morgan Stanley
6
Morgan Stanley
New York
$742K +$805K +108,725 New
WAM
7
Wolverine Asset Management
Illinois
$561K +$609K +82,268 New
LPL Financial
8
LPL Financial
California
$369K +$400K +53,983 New
U
9
UBS
Switzerland
$364K +$395K +53,279 New
DA
10
Doliver Advisors
Texas
$347K +$377K +50,851 New
SNC
11
Stifel Nicolaus & Co
Missouri
$333K +$361K +48,800 New
Bank of America
12
Bank of America
North Carolina
$312K +$338K +45,634 New
TC
13
TFS Capital
Pennsylvania
$307K +$333K +44,905 New
LTFS
14
Ladenburg Thalmann Financial Services
Florida
$222K +$240K +32,437 New
CAN
15
Cetera Advisor Networks
California
$202K +$220K +29,700 New
AIG
16
American International Group
New York
$160K +$173K +23,388 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$159K +$171K +23,150 New
FAAS
18
First Allied Advisory Services
California
$153K +$168K +22,685 New
US Bancorp
19
US Bancorp
Minnesota
$148K +$160K +21,600 New
KCG
20
Knight Capital Group
$97K +$105K +14,169 New
FNYS
21
First New York Securities
New York
$96K +$104K +14,015 New
RCM
22
Rivernorth Capital Management
Florida
$94K +$101K +13,700 New
WA
23
WFG Advisors
Texas
$75K +$81.7K +11,033 New
SF
24
Synovus Financial
Georgia
$30K +$33K +4,457 New
HPBT
25
High Point Bank & Trust
North Carolina
$17K +$18.5K +2,500 New
1
2

FT Hedge Fund Activity: Q2 2013 in Review

32 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2013, worth a combined $13.3M.

Buyers outnumbered sellers: 32 funds opened new FT positions and 0 closed out — a net gain of 32 holders — while 0 added to existing stakes and 0 trimmed.

  • 32 institutional investors held Franklin Universal Trust (FT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $13.3M of Franklin Universal Trust stock for Q2 2013.
  • 32 funds opened new Franklin Universal Trust positions in Q2 2013 and 0 closed out, a net change of +32 holders.

Based on aggregated 13F filings for Q2 2013.