Franklin Universal Trust
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.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
73% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 11
6% more funds holding
Funds holding: 48 → 51 (+3)
5.33% less ownership
Funds ownership: 21.16% → 15.82% (-5.3%)
28% less capital invested
Capital invested by funds: $33.8M → $24.2M (-$9.57M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
Top Sellers
FT Hedge Fund Activity: Q1 2019 in Review
51 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2019, worth a combined $24.2M — down 28% from $33.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new FT positions and 3 closed out — a net gain of 5 holders — while 19 added to existing stakes and 11 trimmed.
The largest buyer was Wells Fargo, adding an estimated $1.06M. The largest seller was Advisors Asset Management, cutting an estimated $1.16M.
- 51 institutional investors held Franklin Universal Trust (FT) as of Q1 2019, up from 48 in Q4 2018.
- Funds reported $24.2M of Franklin Universal Trust stock for Q1 2019, down 28% quarter-over-quarter.
- 8 funds opened new Franklin Universal Trust positions in Q1 2019 and 3 closed out, a net change of +5 holders.
- The largest Franklin Universal Trust buyer in Q1 2019 was Wells Fargo, an estimated $1.06M added.
- The largest Franklin Universal Trust seller in Q1 2019 was Advisors Asset Management, an estimated $1.16M sold.
Based on aggregated 13F filings for Q1 2019.