FT
Franklin Universal Trust
39 hedge funds and large institutions have $29.4M invested in Franklin Universal Trust in 2018 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 12 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
4% more capital invested
Capital invested by funds: $28.4M → $29.4M (+$1.05M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Holders
39
Holding in Top 10
1
Calls
–
Puts
–
Top Buyers
1 | +$2.46M | |
2 | +$469K | |
3 | +$269K | |
4 |
BFEC
Benjamin F. Edwards & Company
St. Louis,
Missouri
|
+$155K |
5 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$129K |
Top Sellers
1 | -$3.86M | |
2 | -$308K | |
3 | -$266K | |
4 |
MC
Matisse Capital
Portland,
Oregon
|
-$250K |
5 |
CA
Cetera Advisors
Denver,
Colorado
|
-$187K |