Franklin Universal Trust
50 hedge funds and large institutions have $32.8M invested in Franklin Universal Trust in 2018 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 18 increasing their positions, 15 reducing their positions, and 4 closing their positions.
125% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 4
20% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 15
11% more funds holding
Funds holding: 45 → 50 (+5)
1.01% more ownership
Funds ownership: 18.6% → 19.61% (+1%)
5% more capital invested
Capital invested by funds: $31.2M → $32.8M (+$1.54M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.37M |
| 2 |
Morgan Stanley
New York
|
+$1.26M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$579K |
| 4 |
CA
Cornerstone Advisors
Asheville,
North Carolina
|
+$394K |
| 5 |
SKK
Shepherd Kaplan Krochuk
Boston,
Massachusetts
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$2.52M |
| 2 |
FIMG
Financial & Investment Management Group
Traverse City,
Michigan
|
-$470K |
| 3 |
SG Americas Securities
New York
|
-$172K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$168K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$65.2K |
FT Hedge Fund Activity: Q3 2018 in Review
50 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2018, worth a combined $32.8M — up 4.9% from $31.2M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new FT positions and 4 closed out — a net gain of 5 holders — while 18 added to existing stakes and 15 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $1.37M. The largest seller was Bulldog Investors, exiting entirely with an estimated $2.52M sold.
- 50 institutional investors held Franklin Universal Trust (FT) as of Q3 2018, up from 45 in Q2 2018.
- Funds reported $32.8M of Franklin Universal Trust stock for Q3 2018, up 4.9% quarter-over-quarter.
- 9 funds opened new Franklin Universal Trust positions in Q3 2018 and 4 closed out, a net change of +5 holders.
- The largest Franklin Universal Trust buyer in Q3 2018 was Koshinski Asset Management, an estimated $1.37M added.
- The largest Franklin Universal Trust seller in Q3 2018 was Bulldog Investors, an estimated $2.52M sold.
Based on aggregated 13F filings for Q3 2018.