FT

Franklin Universal Trust
FT

Overview Fund Activity

41 hedge funds and large institutions have $25M invested in Franklin Universal Trust in 2020 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 14 increasing their positions, 10 reducing their positions, and 9 closing their positions.

Holders
41
Holders Change
-4
Holders Change %
-8.89%
% of All Funds
0.91%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
14
Reduced
10
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$965K
2
SFS
2
Shaker Financial Services
Virginia
$913K
3
Goldman Sachs
3
Goldman Sachs
New York
$259K
4
CRC
4
Curi RMB Capital
Illinois
$248K
5
Invesco
5
Invesco
Georgia
$2.45M

Top Sellers

1
CCP
1
Cardan Capital Partners
Colorado
$0
2
RJA
2
Raymond James & Associates
Florida
$358K
3
Morgan Stanley
3
Morgan Stanley
New York
$4.3M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
CAN
5
Cetera Advisor Networks
California
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$4.3M 703,727 -56,962 -7%
Wells Fargo
2
Wells Fargo
California
$3.15M 515,452 -6,516 -1%
Koshinski Asset Management
3
Koshinski Asset Management
Illinois
$2.97M 485,433 +513 +0.1%
Invesco
4
Invesco
Georgia
$2.45M 400,815 +31,190 +8%
Stifel Financial
5
Stifel Financial
Missouri
$1.83M 298,556 +26,954 +10%
MSAM
6
Moloney Securities Asset Management
Missouri
$1.27M 207,419 +20,475 +11%
AAM
7
Advisors Asset Management
Colorado
$1.18M 192,478 +22,407 +13%
BI
8
Bulldog Investors
New Jersey
$971K 158,848 -1,416 -0.9%
Osaic Holdings
9
Osaic Holdings
Arizona
$965K 157,867 +157,867 New
SFS
10
Shaker Financial Services
Virginia
$913K 149,478 +149,478 New
UCI
11
Uncommon Cents Investing
Wisconsin
$542K 88,721 +6,776 +8%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$538K 88,105 -148 -0.2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$488K 79,908 -1,948 -2%
TJHA
14
Thomas J. Herzfeld Advisors
Florida
$400K 65,496 -627 -0.9%
RJA
15
Raymond James & Associates
Florida
$358K 58,587 -58,371 -50%
Bank of America
16
Bank of America
North Carolina
$312K 51,085 +23,016 +82%
Goldman Sachs
17
Goldman Sachs
New York
$259K 42,371 +42,371 New
CRC
18
Curi RMB Capital
Illinois
$248K 40,572 +40,572 New
GWM
19
Geneos Wealth Management
Colorado
$190K 32,013 -227 -0.7%
UBS Group
20
UBS Group
Switzerland
$189K 30,877 +4,631 +18%
First Manhattan
21
First Manhattan
New York
$175K 28,700 – –
DA
22
Doliver Advisors
Texas
$156K 24,027 +7,681 +47%
WS
23
Wedbush Securities
California
$139K 22,817 +1,445 +7%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$116K 18,930 +89 +0.5%
LPL Financial
25
LPL Financial
California
$116K 18,959 +2,510 +15%
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