FT
Franklin Universal Trust
42 hedge funds and large institutions have $27M invested in Franklin Universal Trust in 2020 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 10 increasing their positions, 17 reducing their positions, and 6 closing their positions.
New
Increased
Maintained
Reduced
Closed
more first-time investments, than exits
New positions opened: | Existing positions closed:
more funds holding
Funds holding: →
more ownership
Funds ownership: →
less capital invested
Capital invested by funds: $ → $
41% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 17
Holders
42
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$1.3M | |
| 2 | +$179K | |
| 3 | +$160K | |
| 4 |
Morgan Stanley
New York
|
+$110K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$92K |
Top Sellers
| 1 | -$303K | |
| 2 | -$232K | |
| 3 | -$229K | |
| 4 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$167K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$133K |