Franklin Universal Trust
34 hedge funds and large institutions have $24.9M invested in Franklin Universal Trust in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 15 increasing their positions, 7 reducing their positions, and 7 closing their positions.
114% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 7
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
14% more capital invested
Capital invested by funds: $21.9M → $24.9M (+$3M)
0.67% more ownership
Funds ownership: 15.23% → 15.9% (+0.67%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
3% less funds holding
Funds holding: 35 → 34 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$501K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
+$471K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$219K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$192K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$181K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$438K |
| 2 |
SG Americas Securities
New York
|
-$200K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$175K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
-$153K |
| 5 |
US Bancorp
Minneapolis,
Minnesota
|
-$124K |
FT Hedge Fund Activity: Q1 2016 in Review
34 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2016, worth a combined $24.9M — up 14% from $21.9M a quarter earlier.
Fund positioning in FT was balanced in Q1 2016: 7 funds opened new positions, 7 closed out, 15 added to existing stakes and 7 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $501K. The largest seller was Advisors Asset Management, cutting an estimated $438K.
- 34 institutional investors held Franklin Universal Trust (FT) as of Q1 2016, down from 35 in Q4 2015.
- Funds reported $24.9M of Franklin Universal Trust stock for Q1 2016, up 14% quarter-over-quarter.
- 7 funds opened new Franklin Universal Trust positions in Q1 2016 and 7 closed out, a net change of 0 holders.
- The largest Franklin Universal Trust buyer in Q1 2016 was Koshinski Asset Management, an estimated $501K added.
- The largest Franklin Universal Trust seller in Q1 2016 was Advisors Asset Management, an estimated $438K sold.
Based on aggregated 13F filings for Q1 2016.