Franklin Universal Trust
38 hedge funds and large institutions have $28.4M invested in Franklin Universal Trust in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 10 increasing their positions, 10 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
6% more funds holding
Funds holding: 36 → 38 (+2)
0.02% more ownership
Funds ownership: 15.72% → 15.74% (+0.02%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 10
1% less capital invested
Capital invested by funds: $28.7M → $28.4M (-$366K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
+$1.38M |
| 2 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$907K |
| 3 |
Morgan Stanley
New York
|
+$437K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$134K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$113K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$830K |
| 2 |
Stifel Financial
St. Louis,
Missouri
|
-$774K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$542K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$304K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$292K |
FT Hedge Fund Activity: Q4 2017 in Review
38 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2017, worth a combined $28.4M — down 1.3% from $28.7M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new FT positions and 4 closed out — a net gain of 2 holders — while 10 added to existing stakes and 10 trimmed.
The largest buyer was Bulldog Investors, adding an estimated $1.38M. The largest seller was Advisors Asset Management, cutting an estimated $830K.
- 38 institutional investors held Franklin Universal Trust (FT) as of Q4 2017, up from 36 in Q3 2017.
- Funds reported $28.4M of Franklin Universal Trust stock for Q4 2017, down 1.3% quarter-over-quarter.
- 6 funds opened new Franklin Universal Trust positions in Q4 2017 and 4 closed out, a net change of +2 holders.
- The largest Franklin Universal Trust buyer in Q4 2017 was Bulldog Investors, an estimated $1.38M added.
- The largest Franklin Universal Trust seller in Q4 2017 was Advisors Asset Management, an estimated $830K sold.
Based on aggregated 13F filings for Q4 2017.