FT

Franklin Universal Trust
FT

Overview Fund Activity

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.

Holders
40
Holders Change
+9
Holders Change %
+29.03%
% of All Funds
1.08%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
10
Increased
11
Reduced
7
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FIMG
1
Financial & Investment Management Group
Michigan
$8.93M
2
LCM
2
Landscape Capital Management
New Jersey
$323K
3
VKH
3
Virtu KCG Holdings
New York
$290K
4
UCFA
4
United Capital Financial Advisors
Texas
$139K
5
DA
5
Doliver Advisors
Texas
$126K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$0
2
Bank of America
2
Bank of America
North Carolina
$149K
3
CA
3
Cornerstone Advisors
North Carolina
$133K
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$278K
5
AIG
5
American International Group
New York
$114K
Name Market Value Shares Shares
Change 		Shares
Change %
FIMG
1
Financial & Investment Management Group
Michigan
$8.93M 1,383,754 +181,582 +15%
AAM
2
Advisors Asset Management
Colorado
$3.58M 554,979 +10,868 +2%
Wells Fargo
3
Wells Fargo
California
$1.16M 180,086 +3,187 +2%
Koshinski Asset Management
4
Koshinski Asset Management
Illinois
$1.14M 177,074 +11,285 +7%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$1.02M 158,153 -1,800 -1%
Morgan Stanley
6
Morgan Stanley
New York
$502K 77,804 +3,340 +4%
UBS Group
7
UBS Group
Switzerland
$377K 58,387 -1,832 -3%
LCM
8
Landscape Capital Management
New Jersey
$323K 50,022 +50,022 New
LPL Financial
9
LPL Financial
California
$309K 47,563 +2,109 +5%
VKH
10
Virtu KCG Holdings
New York
$290K 45,001 +45,001 New
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$278K 43,137 -13,600 -24%
CAN
12
Cetera Advisor Networks
California
$262K 36,125 – –
PNC Financial Services Group
13
PNC Financial Services Group
Pennsylvania
$240K 37,294 – –
Creative Planning
14
Creative Planning
Kansas
$235K 36,457 -2,914 -7%
CA
15
Cetera Advisors
Colorado
$180K 27,805 +4,083 +17%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$156K 24,200 +1,200 +5%
Bank of America
17
Bank of America
North Carolina
$149K 23,167 -24,169 -51%
US Bancorp
18
US Bancorp
Minnesota
$139K 21,600 – –
UCFA
19
United Capital Financial Advisors
Texas
$139K 21,600 +21,600 New
CA
20
Cornerstone Advisors
North Carolina
$133K 20,622 -16,393 -44%
DA
21
Doliver Advisors
Texas
$126K 19,475 +19,475 New
WS
22
Wedbush Securities
California
$122K 18,942 +8,588 +83%
OA
23
Oxbow Advisors
Texas
$115K 17,900 – –
AIG
24
American International Group
New York
$114K 17,685 -4,967 -22%
CL
25
CSS LLC
Illinois
$91K 14,068 +159 +1%
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