Franklin Universal Trust
35 hedge funds and large institutions have $21.9M invested in Franklin Universal Trust in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 12 increasing their positions, 10 reducing their positions, and 6 closing their positions.
20% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 10
6% more capital invested
Capital invested by funds: $20.6M → $21.9M (+$1.29M)
1.41% more ownership
Funds ownership: 13.82% → 15.23% (+1.4%)
0% more funds holding
Funds holding: 35 → 35 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.57M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$440K |
| 3 |
LPL Financial
San Diego,
California
|
+$260K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$238K |
| 5 |
SG Americas Securities
New York
|
+$207K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$382K |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$128K |
| 3 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
-$108K |
| 4 |
OA
Oxbow Advisors
Austin,
Texas
|
-$106K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$97.4K |
FT Hedge Fund Activity: Q4 2015 in Review
35 of the 3,813 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2015, worth a combined $21.9M — up 6.3% from $20.6M a quarter earlier.
Fund positioning in FT was balanced in Q4 2015: 6 funds opened new positions, 6 closed out, 12 added to existing stakes and 10 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $1.57M. The largest seller was Advisors Asset Management, cutting an estimated $382K.
- 35 institutional investors held Franklin Universal Trust (FT) as of Q4 2015, unchanged from Q3 2015.
- Funds reported $21.9M of Franklin Universal Trust stock for Q4 2015, up 6.3% quarter-over-quarter.
- 6 funds opened new Franklin Universal Trust positions in Q4 2015 and 6 closed out, a net change of 0 holders.
- The largest Franklin Universal Trust buyer in Q4 2015 was Financial & Investment Management Group, an estimated $1.57M added.
- The largest Franklin Universal Trust seller in Q4 2015 was Advisors Asset Management, an estimated $382K sold.
Based on aggregated 13F filings for Q4 2015.