Franklin Universal Trust
35 hedge funds and large institutions have $22.4M invested in Franklin Universal Trust in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
86% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 7
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
8% more capital invested
Capital invested by funds: $20.6M → $22.4M (+$1.75M)
3% more funds holding
Funds holding: 34 → 35 (+1)
0.86% more ownership
Funds ownership: 11.69% → 12.55% (+0.86%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.16M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$887K |
| 3 |
Creative Planning
Overland Park,
Kansas
|
+$247K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$242K |
| 5 |
LPL Financial
San Diego,
California
|
+$56.1K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$868K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$596K |
| 3 |
SCM
Saba Capital Management
New York
|
-$280K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$222K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
-$193K |
FT Hedge Fund Activity: Q4 2014 in Review
35 of the 3,765 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2014, worth a combined $22.4M — up 8.5% from $20.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FT positions and 4 closed out — a net gain of 2 holders — while 13 added to existing stakes and 7 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $1.16M. The largest seller was Stifel Financial, exiting entirely with an estimated $868K sold.
- 35 institutional investors held Franklin Universal Trust (FT) as of Q4 2014, up from 34 in Q3 2014.
- Funds reported $22.4M of Franklin Universal Trust stock for Q4 2014, up 8.5% quarter-over-quarter.
- 6 funds opened new Franklin Universal Trust positions in Q4 2014 and 4 closed out, a net change of +2 holders.
- The largest Franklin Universal Trust buyer in Q4 2014 was Financial & Investment Management Group, an estimated $1.16M added.
- The largest Franklin Universal Trust seller in Q4 2014 was Stifel Financial, an estimated $868K sold.
Based on aggregated 13F filings for Q4 2014.