Franklin Universal Trust
45 hedge funds and large institutions have $31.2M invested in Franklin Universal Trust in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 2 closing their positions.
300% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
15% more funds holding
Funds holding: 39 → 45 (+6)
6% more capital invested
Capital invested by funds: $29.4M → $31.2M (+$1.82M)
1.46% more ownership
Funds ownership: 17.14% → 18.6% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
+$1.27M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$804K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$616K |
| 4 |
DA
Doliver Advisors
Houston,
Texas
|
+$522K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$375K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.45M |
| 2 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$392K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$360K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$154K |
| 5 |
MC
Matisse Capital
Portland,
Oregon
|
-$147K |
FT Hedge Fund Activity: Q2 2018 in Review
45 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2018, worth a combined $31.2M — up 6.2% from $29.4M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FT positions and 2 closed out — a net gain of 6 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Financial & Investment Management Group, adding an estimated $1.27M. The largest seller was Advisors Asset Management, cutting an estimated $1.45M.
- 45 institutional investors held Franklin Universal Trust (FT) as of Q2 2018, up from 39 in Q1 2018.
- Funds reported $31.2M of Franklin Universal Trust stock for Q2 2018, up 6.2% quarter-over-quarter.
- 8 funds opened new Franklin Universal Trust positions in Q2 2018 and 2 closed out, a net change of +6 holders.
- The largest Franklin Universal Trust buyer in Q2 2018 was Financial & Investment Management Group, an estimated $1.27M added.
- The largest Franklin Universal Trust seller in Q2 2018 was Advisors Asset Management, an estimated $1.45M sold.
Based on aggregated 13F filings for Q2 2018.