FT
Franklin Universal Trust
40 hedge funds and large institutions have $20.6M invested in Franklin Universal Trust in 2015 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 11 increasing their positions, 7 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
4% less capital invested
Capital invested by funds: $21.5M → $20.6M (-$935K)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Holders
40
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.17M | |
| 2 | +$323K | |
| 3 | +$290K | |
| 4 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$139K |
| 5 |
DA
Doliver Advisors
Houston,
Texas
|
+$126K |
Top Sellers
| 1 | -$946K | |
| 2 | -$155K | |
| 3 | -$106K | |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$87.7K |
| 5 |
AIG
American International Group
New York
|
-$32K |