FT

Franklin Universal Trust
FT

Overview Fund Activity

51 hedge funds and large institutions have $24.2M invested in Franklin Universal Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 19 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
51
Holders Change
+3
Holders Change %
+6.25%
% of All Funds
1.11%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
8
Increased
19
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
1
Wells Fargo
California
$3.42M
2
UCI
2
Uncommon Cents Investing
Wisconsin
$536K
3
WAM
3
Wolverine Asset Management
Illinois
$508K
4
Morgan Stanley
4
Morgan Stanley
New York
$4.58M
5
AC
5
Almitas Capital
California
$2.31M

Top Sellers

1
AAM
1
Advisors Asset Management
Colorado
$854K
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$175K
3
CRC
3
Curi RMB Capital
Illinois
$444K
4
Invesco
4
Invesco
Georgia
$0
5
FCFC
5
First Commonwealth Financial Corp
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.58M 650,505 +59,862 +10%
Wells Fargo
2
Wells Fargo
California
$3.42M 486,265 +155,915 +47%
AC
3
Almitas Capital
California
$2.31M 328,755 +58,163 +21%
RJA
4
Raymond James & Associates
Florida
$1.17M 165,791 +3,417 +2%
BFEC
5
Benjamin F. Edwards & Company
Missouri
$1.11M 158,072 +57,906 +58%
MSAM
6
Moloney Securities Asset Management
Missouri
$978K 138,893 +52,553 +61%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$894K 127,029 +2,474 +2%
Stifel Financial
8
Stifel Financial
Missouri
$868K 123,495 +19,489 +19%
AAM
9
Advisors Asset Management
Colorado
$854K 121,150 -171,609 -59%
LCM
10
Landscape Capital Management
New Jersey
$734K 104,230 +20,986 +25%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$672K 95,396 +948 +1%
UCI
12
Uncommon Cents Investing
Wisconsin
$536K 76,185 +76,185 New
WAM
13
Wolverine Asset Management
Illinois
$508K 72,257 +72,257 New
CA
14
Cornerstone Advisors
North Carolina
$501K 71,018 -974 -1%
CRC
15
Curi RMB Capital
Illinois
$444K 63,036 -45,537 -42%
MAFM
16
Mid Atlantic Financial Management
Pennsylvania
$344K 48,911 -11,689 -19%
CCP
17
Cardan Capital Partners
Colorado
$329K 46,795 +22,016 +89%
SFS
18
Shaker Financial Services
Virginia
$321K 45,577 +45,577 New
SKK
19
Shepherd Kaplan Krochuk
Massachusetts
$272K 38,700 – –
FIA
20
FNY Investment Advisers
New York
$266K 37,800 +37,800 New
GWM
21
Geneos Wealth Management
Colorado
$230K 32,672 +24 +0.1%
TJHA
22
Thomas J. Herzfeld Advisors
Florida
$226K 32,074 +32,074 New
DAS
23
Dynamic Advisor Solutions
Arizona
$215K 30,499 +30,499 New
AG
24
Advisor Group
Arizona
$194K 27,525 +319 +1%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$185K 26,249 +11,209 +75%
1
2 3