Franklin Universal Trust
35 hedge funds and large institutions have $20.6M invested in Franklin Universal Trust in 2015 Q3 according to their latest regulatory filings, with 1 funds opening new positions, 10 increasing their positions, 15 reducing their positions, and 6 closing their positions.
1.15% more ownership
Funds ownership: 12.67% → 13.82% (+1.1%)
0% more capital invested
Capital invested by funds: $20.6M → $20.6M (+$57.7K)
13% less funds holding
Funds holding: 40 → 35 (-5)
33% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 15
83% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.92M |
| 2 |
NFG
Next Financial Group
Houston,
Texas
|
+$323K |
| 3 |
Morgan Stanley
New York
|
+$241K |
| 4 |
Koshinski Asset Management
Decatur,
Illinois
|
+$126K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$98.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$170K |
| 2 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$161K |
| 3 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$156K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
-$74.3K |
| 5 |
IWA
Inspirion Wealth Advisors
Libertyville,
Illinois
|
-$74K |
FT Hedge Fund Activity: Q3 2015 in Review
35 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2015, worth a combined $20.6M — up 0.28% from $20.6M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FT and 1 opened new positions — a net loss of 5 holders — while 15 trimmed existing stakes and 10 added.
The largest buyer was Financial & Investment Management Group, adding an estimated $1.92M. The largest seller was Royal Bank of Canada, cutting an estimated $170K.
- 35 institutional investors held Franklin Universal Trust (FT) as of Q3 2015, down from 40 in Q2 2015.
- Funds reported $20.6M of Franklin Universal Trust stock for Q3 2015, up 0.28% quarter-over-quarter.
- 1 fund opened new Franklin Universal Trust positions in Q3 2015 and 6 closed out, a net change of -5 holders.
- The largest Franklin Universal Trust buyer in Q3 2015 was Financial & Investment Management Group, an estimated $1.92M added.
- The largest Franklin Universal Trust seller in Q3 2015 was Royal Bank of Canada, an estimated $170K sold.
Based on aggregated 13F filings for Q3 2015.