Franklin Universal Trust
39 hedge funds and large institutions have $28M invested in Franklin Universal Trust in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 11 reducing their positions, and 4 closing their positions.
36% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 11
2% more capital invested
Capital invested by funds: $27.4M → $28M (+$661K)
0.01% more ownership
Funds ownership: 15.58% → 15.59% (+0.01%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less funds holding
Funds holding: 40 → 39 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Stifel Financial
St. Louis,
Missouri
|
+$439K |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$438K |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$367K |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$188K |
| 5 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$149K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citigroup
New York
|
-$708K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$436K |
| 3 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$256K |
| 4 |
LPL Financial
San Diego,
California
|
-$232K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
-$65.7K |
FT Hedge Fund Activity: Q2 2017 in Review
39 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2017, worth a combined $28M — up 2.4% from $27.4M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of FT and 3 opened new positions — a net loss of 1 holder — while 11 trimmed existing stakes and 15 added.
The largest buyer was Stifel Financial, adding an estimated $439K. The largest seller was Citigroup, exiting entirely with an estimated $708K sold.
- 39 institutional investors held Franklin Universal Trust (FT) as of Q2 2017, down from 40 in Q1 2017.
- Funds reported $28M of Franklin Universal Trust stock for Q2 2017, up 2.4% quarter-over-quarter.
- 3 funds opened new Franklin Universal Trust positions in Q2 2017 and 4 closed out, a net change of -1 holder.
- The largest Franklin Universal Trust buyer in Q2 2017 was Stifel Financial, an estimated $439K added.
- The largest Franklin Universal Trust seller in Q2 2017 was Citigroup, an estimated $708K sold.
Based on aggregated 13F filings for Q2 2017.