FT

Franklin Universal Trust
FT

Overview Fund Activity

52 hedge funds and large institutions have $31.7M invested in Franklin Universal Trust in 2019 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 17 increasing their positions, 15 reducing their positions, and 6 closing their positions.

Holders
52
Holders Change
+1
Holders Change %
+1.96%
% of All Funds
1.13%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
17
Reduced
15
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Invesco
1
Invesco
Georgia
$2.74M
2
BFM
2
Boothbay Fund Management
New York
$1.91M
3
SFS
3
Shaker Financial Services
Virginia
$1.6M
4
RJA
4
Raymond James & Associates
Florida
$2.02M
5
Morgan Stanley
5
Morgan Stanley
New York
$4.99M

Top Sellers

1
AC
1
Almitas Capital
California
$431K
2
BFEC
2
Benjamin F. Edwards & Company
Missouri
$0
3
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.47M
4
WAM
4
Wolverine Asset Management
Illinois
$196K
5
FIA
5
FNY Investment Advisers
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.99M 681,499 +30,994 +5%
Wells Fargo
2
Wells Fargo
California
$3.51M 479,479 -6,786 -1%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$3.47M 473,774 -65,367 -12%
Invesco
4
Invesco
Georgia
$2.74M 374,550 +374,550 New
RJA
5
Raymond James & Associates
Florida
$2.02M 275,676 +109,885 +66%
BFM
6
Boothbay Fund Management
New York
$1.91M 260,403 +260,403 New
SFS
7
Shaker Financial Services
Virginia
$1.6M 218,120 +172,543 +379%
MSAM
8
Moloney Securities Asset Management
Missouri
$1.23M 167,747 +28,854 +21%
Stifel Financial
9
Stifel Financial
Missouri
$985K 134,011 +10,516 +9%
LCM
10
Landscape Capital Management
New Jersey
$895K 122,322 +18,092 +17%
LTFS
11
Ladenburg Thalmann Financial Services
Florida
$883K 120,576 -6,453 -5%
AAM
12
Advisors Asset Management
Colorado
$854K 116,617 -4,533 -4%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$684K 93,418 -1,978 -2%
UCI
14
Uncommon Cents Investing
Wisconsin
$614K 83,945 +7,760 +10%
AC
15
Almitas Capital
California
$431K 58,827 -269,928 -82%
CCP
16
Cardan Capital Partners
Colorado
$371K 50,724 +3,929 +8%
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$347K 47,377 +15,303 +48%
MAFM
18
Mid Atlantic Financial Management
Pennsylvania
$308K 42,128 -6,783 -14%
AG
19
Advisor Group
Arizona
$308K 41,988 +14,463 +53%
SKK
20
Shepherd Kaplan Krochuk
Massachusetts
$283K 38,700 – –
CRC
21
Curi RMB Capital
Illinois
$266K 36,370 -26,666 -42%
DAS
22
Dynamic Advisor Solutions
Arizona
$263K 35,974 +5,475 +18%
GWM
23
Geneos Wealth Management
Colorado
$235K 32,196 -476 -1%
First Manhattan
24
First Manhattan
New York
$210K 28,700 +28,700 New
WAM
25
Wolverine Asset Management
Illinois
$196K 26,810 -45,447 -63%
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