Franklin Universal Trust
40 hedge funds and large institutions have $27.4M invested in Franklin Universal Trust in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.
70% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 10
9% more capital invested
Capital invested by funds: $25.1M → $27.4M (+$2.21M)
0.6% more ownership
Funds ownership: 14.98% → 15.58% (+0.6%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
9% less funds holding
Funds holding: 44 → 40 (-4)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$845K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$270K |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$264K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$258K |
| 5 |
Citigroup
New York
|
+$234K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NFG
Next Financial Group
Houston,
Texas
|
-$682K |
| 2 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$392K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$206K |
| 4 |
LPL Financial
San Diego,
California
|
-$139K |
| 5 |
ICOA
Investment Centers of America
Bismarck,
North Dakota
|
-$133K |
FT Hedge Fund Activity: Q1 2017 in Review
40 of the 4,034 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2017, worth a combined $27.4M — up 8.8% from $25.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FT and 3 opened new positions — a net loss of 3 holders — while 10 trimmed existing stakes and 17 added.
The largest buyer was Advisors Asset Management, adding an estimated $845K. The largest seller was Next Financial Group, cutting an estimated $682K.
- 40 institutional investors held Franklin Universal Trust (FT) as of Q1 2017, down from 44 in Q4 2016.
- Funds reported $27.4M of Franklin Universal Trust stock for Q1 2017, up 8.8% quarter-over-quarter.
- 3 funds opened new Franklin Universal Trust positions in Q1 2017 and 6 closed out, a net change of -3 holders.
- The largest Franklin Universal Trust buyer in Q1 2017 was Advisors Asset Management, an estimated $845K added.
- The largest Franklin Universal Trust seller in Q1 2017 was Next Financial Group, an estimated $682K sold.
Based on aggregated 13F filings for Q1 2017.