Franklin Universal Trust
44 hedge funds and large institutions have $25.1M invested in Franklin Universal Trust in 2016 Q4 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 2 closing their positions.
350% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 2
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
16% more funds holding
Funds holding: 38 → 44 (+6)
6% more capital invested
Capital invested by funds: $23.7M → $25.1M (+$1.46M)
1.12% more ownership
Funds ownership: 13.86% → 14.98% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$696K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$508K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$399K |
| 4 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$242K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$209K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
-$610K |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$296K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$184K |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$87K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
-$86K |
FT Hedge Fund Activity: Q4 2016 in Review
44 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2016, worth a combined $25.1M — up 6.1% from $23.7M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FT positions and 2 closed out — a net gain of 7 holders — while 17 added to existing stakes and 10 trimmed.
The largest buyer was Matisse Capital, opening a new position worth an estimated $696K. The largest seller was Stifel Financial, cutting an estimated $610K.
- 44 institutional investors held Franklin Universal Trust (FT) as of Q4 2016, up from 38 in Q3 2016.
- Funds reported $25.1M of Franklin Universal Trust stock for Q4 2016, up 6.1% quarter-over-quarter.
- 9 funds opened new Franklin Universal Trust positions in Q4 2016 and 2 closed out, a net change of +7 holders.
- The largest Franklin Universal Trust buyer in Q4 2016 was Matisse Capital, an estimated $696K added.
- The largest Franklin Universal Trust seller in Q4 2016 was Stifel Financial, an estimated $610K sold.
Based on aggregated 13F filings for Q4 2016.