FT
Franklin Universal Trust
31 hedge funds and large institutions have $26.2M invested in Franklin Universal Trust in 2022 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 13 increasing their positions, 7 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
more ownership
Funds ownership: →
more first-time investments, than exits
New positions opened: | Existing positions closed:
less funds holding
Funds holding: →
5% less capital invested
Capital invested by funds: $27.6M → $26.2M (-$1.39M)
Holders
31
Holding in Top 10
–
Calls
–
Puts
–
Top Buyers
| 1 | +$662K | |
| 2 | +$658K | |
| 3 | +$468K | |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
+$423K |
| 5 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
+$83K |
Top Sellers
| 1 | -$720K | |
| 2 | -$328K | |
| 3 | -$214K | |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$135K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$111K |