FT

Franklin Universal Trust

34 hedge funds and large institutions have $20.6M invested in Franklin Universal Trust in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 8 reducing their positions, and 3 closing their positions.

Holders
34
Holders Change
Holders Change %
0%
% of All Funds
0.99%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
3
Increased
14
Reduced
8
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$7.69M 1,095,324 +41,900 +4%
SFS
2
Shaker Financial Services
Virginia
$1.7M 241,952 +33,057 +16%
AAM
3
Advisors Asset Management
Colorado
$1.59M 225,306 +7,448 +3%
SCM
4
Saba Capital Management
New York
$1.46M 206,805 +100 +0%
Wells Fargo
5
Wells Fargo
California
$1.22M 174,445 -1,130 -0.6%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.12M 159,518 +650 +0.4%
Stifel Financial
7
Stifel Financial
Missouri
$868K 123,698 +14,441 +13%
CA
8
Cornerstone Advisors
North Carolina
$803K 114,058 +2,400 +2%
DA
9
Doliver Advisors
Texas
$503K 71,663 -7,482 -9%
Morgan Stanley
10
Morgan Stanley
New York
$457K 65,026 +347 +0.5%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$414K 58,940 +1,061 +2%
U
12
UBS
Switzerland
$390K 55,520 -733 -1%
Bank of America
13
Bank of America
North Carolina
$371K 52,803 +1,181 +2%
LPL Financial
14
LPL Financial
California
$330K 46,865 +2,941 +7%
CAN
15
Cetera Advisor Networks
California
$213K 30,125
PNC Financial Services Group
16
PNC Financial Services Group
Pennsylvania
$156K 22,150
AIG
17
American International Group
New York
$153K 21,852 -200 -0.9%
US Bancorp
18
US Bancorp
Minnesota
$152K 21,600
OA
19
Oxbow Advisors
Texas
$126K 17,900
CA
20
Cetera Advisors
Colorado
$124K 17,641 -727 -4%
NFG
21
Next Financial Group
Texas
$123K 17,550
TC
22
TFS Capital
Pennsylvania
$123K 17,579 +1,717 +11%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$119K 17,000 -700 -4%
LCM
24
Landscape Capital Management
New Jersey
$114K 16,285 +5,402 +50%
CL
25
CSS LLC
Illinois
$98K 13,909