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.
355% more capital inflows, than outflows
Capital inflows: $866K | Capital outflows: $190K
75% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 8
0.37% more ownership
Funds ownership: 11.33% → 11.69% (+0.37%)
0% more funds holding
Funds holding: 34 → 34 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 3
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$307K |
| 2 |
Shaker Financial Services
Arlington,
Virginia
|
+$242K |
| 3 |
Stifel Financial
St. Louis,
Missouri
|
+$106K |
| 4 |
Advisors Asset Management
Monument,
Colorado
|
+$54.5K |
| 5 |
Landscape Capital Management
Englewood,
New Jersey
|
+$39.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
WFG Advisors
Dallas,
Texas
|
-$64K |
| 2 |
Doliver Advisors
Houston,
Texas
|
-$54.7K |
| 3 |
Farmers & Merchants Investments Inc
Lincoln,
Nebraska
|
-$23.6K |
| 4 |
PAS
Partnervest Advisory Services
Santa Barbara,
California
|
-$9K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$8.27K |
FT Hedge Fund Activity: Q3 2014 in Review
34 of the 3,455 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2014, worth a combined $20.6M — down 3.6% from $21.4M a quarter earlier.
Fund positioning in FT was balanced in Q3 2014: 3 funds opened new positions, 3 closed out, 14 added to existing stakes and 8 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $307K. The largest seller was WFG Advisors, exiting entirely with an estimated $64K sold.
- 34 institutional investors held Franklin Universal Trust (FT) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $20.6M of Franklin Universal Trust stock for Q3 2014, down 3.6% quarter-over-quarter.
- 3 funds opened new Franklin Universal Trust positions in Q3 2014 and 3 closed out, a net change of 0 holders.
- The largest Franklin Universal Trust buyer in Q3 2014 was Financial & Investment Management Group, an estimated $307K added.
- The largest Franklin Universal Trust seller in Q3 2014 was WFG Advisors, an estimated $64K sold.
Based on aggregated 13F filings for Q3 2014.