FT
Franklin Universal Trust
29 hedge funds and large institutions have $16.4M invested in Franklin Universal Trust in 2013 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 5 closing their positions.
New
Increased
Maintained
Reduced
Closed
more capital invested
Capital invested by funds: $ → $
more ownership
Funds ownership: →
less funds holding
Funds holding: →
less repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
40% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 5
Holders
29
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$4.29M | |
| 2 | +$376K | |
| 3 | +$198K | |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$175K |
| 5 |
SNC
Stifel Nicolaus & Co
St Louis,
Missouri
|
+$112K |
Top Sellers
| 1 | -$959K | |
| 2 | -$561K | |
| 3 | -$146K | |
| 4 |
Morgan Stanley
New York
|
-$130K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$129K |