Franklin Universal Trust
45 hedge funds and large institutions have $45.3M invested in Franklin Universal Trust in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 12 reducing their positions, and 6 closing their positions.
67% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 6
49% more capital invested
Capital invested by funds: $30.5M → $45.3M (+$14.9M)
25% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 12
7% more funds holding
Funds holding: 42 → 45 (+3)
1.51% more ownership
Funds ownership: 17.71% → 19.22% (+1.5%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$1.06M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$715K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$448K |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$338K |
| 5 |
LPL Financial
San Diego,
California
|
+$250K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$780K |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$260K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$112K |
| 4 |
Goldman Sachs
New York
|
-$81K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$80.9K |
FT Hedge Fund Activity: Q4 2020 in Review
45 of the 5,676 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q4 2020, worth a combined $45.3M — up 49% from $30.5M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FT positions and 6 closed out — a net gain of 4 holders — while 15 added to existing stakes and 12 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $1.06M. The largest seller was Bulldog Investors, exiting entirely with an estimated $780K sold.
- 45 institutional investors held Franklin Universal Trust (FT) as of Q4 2020, up from 42 in Q3 2020.
- Funds reported $45.3M of Franklin Universal Trust stock for Q4 2020, up 49% quarter-over-quarter.
- 10 funds opened new Franklin Universal Trust positions in Q4 2020 and 6 closed out, a net change of +4 holders.
- The largest Franklin Universal Trust buyer in Q4 2020 was Morgan Stanley, an estimated $1.06M added.
- The largest Franklin Universal Trust seller in Q4 2020 was Bulldog Investors, an estimated $780K sold.
Based on aggregated 13F filings for Q4 2020.