FT

Franklin Universal Trust

31 hedge funds and large institutions have $21.5M invested in Franklin Universal Trust in 2015 Q1 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 5 closing their positions.

Holders
31
Holders Change
-4
Holders Change %
-11.43%
% of All Funds
0.83%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
2
Increased
13
Reduced
6
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$8.68M 1,202,172 -55,304 -4%
AAM
2
Advisors Asset Management
Colorado
$3.93M 544,111 +194,650 +56%
Wells Fargo
3
Wells Fargo
California
$1.28M 176,899 -2,458 -1%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.2M 165,789 +3,340 +2%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.16M 159,953 +3,000 +2%
SCM
6
Saba Capital Management
New York
$946K 130,895 -36,689 -22%
Morgan Stanley
7
Morgan Stanley
New York
$538K 74,464 +5,215 +8%
UBS Group
8
UBS Group
Switzerland
$435K 60,219 +3,218 +6%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$410K 56,737 -2,467 -4%
Bank of America
10
Bank of America
North Carolina
$342K 47,336 +25,615 +118%
LPL Financial
11
LPL Financial
California
$325K 45,454 -9,270 -17%
Creative Planning
12
Creative Planning
Kansas
$284K 39,371 +3,450 +10%
CA
13
Cornerstone Advisors
North Carolina
$268K 37,015 -76,643 -67%
PNC Financial Services Group
14
PNC Financial Services Group
Pennsylvania
$268K 37,294 +11,144 +43%
CAN
15
Cetera Advisor Networks
California
$262K 36,125 +3,000 +9%
CA
16
Cetera Advisors
Colorado
$170K 23,722 +600 +3%
LTFS
17
Ladenburg Thalmann Financial Services
Florida
$166K 23,000 +2,000 +10%
AIG
18
American International Group
New York
$164K 22,652 +800 +4%
US Bancorp
19
US Bancorp
Minnesota
$156K 21,600
OA
20
Oxbow Advisors
Texas
$129K 17,900
CL
21
CSS LLC
Illinois
$100K 13,909
IWA
22
Inspirion Wealth Advisors
Illinois
$83K 11,538
WS
23
Wedbush Securities
California
$75K 10,354 +10,354 New
FMII
24
Farmers & Merchants Investments Inc
Nebraska
$36K 5,000
SF
25
Synovus Financial
Georgia
$32K 4,457