Franklin Universal Trust
42 hedge funds and large institutions have $37.1M invested in Franklin Universal Trust in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 18 increasing their positions, 9 reducing their positions, and 9 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 9
0.46% more ownership
Funds ownership: 19.22% → 19.68% (+0.46%)
7% less funds holding
Funds holding: 45 → 42 (-3)
18% less capital invested
Capital invested by funds: $45.3M → $37.1M (-$8.24M)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$570K |
| 2 |
PFS
Prospera Financial Services
Dallas,
Texas
|
+$197K |
| 3 |
LPL Financial
San Diego,
California
|
+$105K |
| 4 |
MAFM
Mid Atlantic Financial Management
Pittsburgh,
Pennsylvania
|
+$91.1K |
| 5 |
ACM
Anfield Capital Management
Irvine,
California
|
+$81.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$471K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$460K |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$399K |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$284K |
| 5 |
Citigroup
New York
|
-$158K |
FT Hedge Fund Activity: Q1 2021 in Review
42 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2021, worth a combined $37.1M — down 18% from $45.3M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FT and 6 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 18 added.
The largest buyer was Shaker Financial Services, adding an estimated $570K. The largest seller was Curi RMB Capital, exiting entirely with an estimated $471K sold.
- 42 institutional investors held Franklin Universal Trust (FT) as of Q1 2021, down from 45 in Q4 2020.
- Funds reported $37.1M of Franklin Universal Trust stock for Q1 2021, down 18% quarter-over-quarter.
- 6 funds opened new Franklin Universal Trust positions in Q1 2021 and 9 closed out, a net change of -3 holders.
- The largest Franklin Universal Trust buyer in Q1 2021 was Shaker Financial Services, an estimated $570K added.
- The largest Franklin Universal Trust seller in Q1 2021 was Curi RMB Capital, an estimated $471K sold.
Based on aggregated 13F filings for Q1 2021.