Franklin Universal Trust
39 hedge funds and large institutions have $37.8M invested in Franklin Universal Trust in 2021 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 17 increasing their positions, 9 reducing their positions, and 6 closing their positions.
89% more repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 9
2% more capital invested
Capital invested by funds: $37.1M → $37.8M (+$717K)
1.51% less ownership
Funds ownership: 19.68% → 18.17% (-1.5%)
7% less funds holding
Funds holding: 42 → 39 (-3)
50% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 6
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$510K |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$191K |
| 3 |
Wells Fargo
San Francisco,
California
|
+$160K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
+$87K |
| 5 |
FIA
FNY Investment Advisers
New York
|
+$79K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$1.9M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.31M |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$621K |
| 4 |
CL
CSS LLC
Chicago,
Illinois
|
-$118K |
| 5 |
ACM
Anfield Capital Management
Irvine,
California
|
-$82K |
FT Hedge Fund Activity: Q2 2021 in Review
39 of the 5,767 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q2 2021, worth a combined $37.8M — up 1.9% from $37.1M a quarter earlier.
Sellers outnumbered buyers: 6 funds closed out of FT and 3 opened new positions — a net loss of 3 holders — while 9 trimmed existing stakes and 17 added.
The largest buyer was Clough Capital Partners, opening a new position worth an estimated $510K. The largest seller was Shaker Financial Services, cutting an estimated $1.9M.
- 39 institutional investors held Franklin Universal Trust (FT) as of Q2 2021, down from 42 in Q1 2021.
- Funds reported $37.8M of Franklin Universal Trust stock for Q2 2021, up 1.9% quarter-over-quarter.
- 3 funds opened new Franklin Universal Trust positions in Q2 2021 and 6 closed out, a net change of -3 holders.
- The largest Franklin Universal Trust buyer in Q2 2021 was Clough Capital Partners, an estimated $510K added.
- The largest Franklin Universal Trust seller in Q2 2021 was Shaker Financial Services, an estimated $1.9M sold.
Based on aggregated 13F filings for Q2 2021.