Franklin Universal Trust
36 hedge funds and large institutions have $22.2M invested in Franklin Universal Trust in 2023 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 7 reducing their positions, and 3 closing their positions.
71% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 7
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
6% more funds holding
Funds holding: 34 → 36 (+2)
0.81% more ownership
Funds ownership: 13.08% → 13.89% (+0.81%)
0% more capital invested
Capital invested by funds: $22.1M → $22.2M (+$51.9K)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$867K |
| 2 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$398K |
| 3 |
Koshinski Asset Management
Decatur,
Illinois
|
+$203K |
| 4 |
Comerica Bank
Dallas,
Texas
|
+$123K |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
-$269K |
| 2 |
Wells Fargo
San Francisco,
California
|
-$104K |
| 3 |
CAN
Cetera Advisor Networks
El Segundo,
California
|
-$69.8K |
| 4 |
Stifel Financial
St. Louis,
Missouri
|
-$69.7K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$68.2K |
FT Hedge Fund Activity: Q3 2023 in Review
36 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2023, worth a combined $22.2M — up 0.23% from $22.1M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FT positions and 3 closed out — a net gain of 2 holders — while 12 added to existing stakes and 7 trimmed.
The largest buyer was LPL Financial, adding an estimated $867K. The largest seller was Hennion & Walsh Asset Management, cutting an estimated $269K.
- 36 institutional investors held Franklin Universal Trust (FT) as of Q3 2023, up from 34 in Q2 2023.
- Funds reported $22.2M of Franklin Universal Trust stock for Q3 2023, up 0.23% quarter-over-quarter.
- 5 funds opened new Franklin Universal Trust positions in Q3 2023 and 3 closed out, a net change of +2 holders.
- The largest Franklin Universal Trust buyer in Q3 2023 was LPL Financial, an estimated $867K added.
- The largest Franklin Universal Trust seller in Q3 2023 was Hennion & Walsh Asset Management, an estimated $269K sold.
Based on aggregated 13F filings for Q3 2023.