FT
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.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
more funds holding in top 10
Funds holding in top 10: →
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)
Holders
38
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
| 1 | +$1.36M | |
| 2 | +$897K | |
| 3 | +$432K | |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$133K |
| 5 |
Wells Fargo
San Francisco,
California
|
+$111K |
Top Sellers
| 1 | -$820K | |
| 2 | -$768K | |
| 3 | -$542K | |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$301K |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$288K |