Franklin Universal Trust
41 hedge funds and large institutions have $35.1M invested in Franklin Universal Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 15 increasing their positions, 13 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
15% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 13
5% more funds holding
Funds holding: 39 → 41 (+2)
0.95% less ownership
Funds ownership: 18.17% → 17.22% (-0.95%)
7% less capital invested
Capital invested by funds: $37.8M → $35.1M (-$2.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.44M |
| 2 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$276K |
| 3 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$109K |
| 4 |
ACM
Anfield Capital Management
Irvine,
California
|
+$106K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$86.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$2.44M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$563K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$363K |
| 4 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$225K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$165K |
FT Hedge Fund Activity: Q3 2021 in Review
41 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2021, worth a combined $35.1M — down 7.1% from $37.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FT positions and 3 closed out — a net gain of 2 holders — while 15 added to existing stakes and 13 trimmed.
The largest buyer was Koshinski Asset Management, adding an estimated $1.44M. The largest seller was Morgan Stanley, cutting an estimated $2.44M.
- 41 institutional investors held Franklin Universal Trust (FT) as of Q3 2021, up from 39 in Q2 2021.
- Funds reported $35.1M of Franklin Universal Trust stock for Q3 2021, down 7.1% quarter-over-quarter.
- 5 funds opened new Franklin Universal Trust positions in Q3 2021 and 3 closed out, a net change of +2 holders.
- The largest Franklin Universal Trust buyer in Q3 2021 was Koshinski Asset Management, an estimated $1.44M added.
- The largest Franklin Universal Trust seller in Q3 2021 was Morgan Stanley, an estimated $2.44M sold.
Based on aggregated 13F filings for Q3 2021.