FT

Franklin Universal Trust

36 hedge funds and large institutions have $19.4M invested in Franklin Universal Trust in 2014 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 13 reducing their positions, and 3 closing their positions.

Holders
36
Holders Change
Holders Change %
0%
% of All Funds
1.04%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
10
Reduced
13
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$7.23M 1,005,710 +49,787 +5%
SFS
2
Shaker Financial Services
Virginia
$1.46M 202,438 +12,572 +7%
SCM
3
Saba Capital Management
New York
$1.28M 177,214 +133,934 +309%
AAM
4
Advisors Asset Management
Colorado
$1.21M 168,215 -69,914 -29%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.14M 157,818 +11,000 +7%
Wells Fargo
6
Wells Fargo
California
$1.05M 146,258 -2,371 -2%
DA
7
Doliver Advisors
Texas
$871K 121,080 +17,376 +17%
Stifel Financial
8
Stifel Financial
Missouri
$684K 95,170 +95,170 New
CA
9
Cornerstone Advisors
North Carolina
$681K 94,415 +71,398 +310%
U
10
UBS
Switzerland
$389K 54,148 +117 +0.2%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$365K 50,719 -3,188 -6%
Morgan Stanley
12
Morgan Stanley
New York
$348K 48,423 -42,275 -47%
LPL Financial
13
LPL Financial
California
$344K 47,892 -1,342 -3%
Bank of America
14
Bank of America
North Carolina
$342K 47,506 -38 -0.1%
CAN
15
Cetera Advisor Networks
California
$216K 30,125 +425 +1%
VKH
16
Virtu KCG Holdings
New York
$166K 23,004 +23,004 New
PNC Financial Services Group
17
PNC Financial Services Group
Pennsylvania
$160K 22,150
AIG
18
American International Group
New York
$159K 22,052 -300 -1%
US Bancorp
19
US Bancorp
Minnesota
$155K 21,600
WAM
20
Wolverine Asset Management
Illinois
$151K 21,101 +21,101 New
TC
21
TFS Capital
Pennsylvania
$146K 20,264 -20,136 -50%
OA
22
Oxbow Advisors
Texas
$129K 17,900
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$127K 17,700 -6,994 -28%
LCM
24
Landscape Capital Management
New Jersey
$120K 16,698 -1,659 -9%
CA
25
Cetera Advisors
Colorado
$103K 14,324