Franklin Universal Trust
37 hedge funds and large institutions have $26.7M invested in Franklin Universal Trust in 2024 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 14 increasing their positions, 11 reducing their positions, and 4 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 11
0% more funds holding
Funds holding: 37 → 37 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
1.33% less ownership
Funds ownership: 17.32% → 15.99% (-1.3%)
8% less capital invested
Capital invested by funds: $28.9M → $26.7M (-$2.26M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$514K |
| 2 |
CA
Cetera Advisors
Denver,
Colorado
|
+$506K |
| 3 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$454K |
| 4 |
MSAM
Moloney Securities Asset Management
Manchester,
Missouri
|
+$408K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
+$261K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.01M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.23M |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$286K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$145K |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$124K |
FT Hedge Fund Activity: Q1 2024 in Review
37 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q1 2024, worth a combined $26.7M — down 7.8% from $28.9M a quarter earlier.
Fund positioning in FT was balanced in Q1 2024: 4 funds opened new positions, 4 closed out, 14 added to existing stakes and 11 trimmed.
The largest buyer was LPL Financial, adding an estimated $514K. The largest seller was Morgan Stanley, cutting an estimated $3.01M.
- 37 institutional investors held Franklin Universal Trust (FT) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $26.7M of Franklin Universal Trust stock for Q1 2024, down 7.8% quarter-over-quarter.
- 4 funds opened new Franklin Universal Trust positions in Q1 2024 and 4 closed out, a net change of 0 holders.
- The largest Franklin Universal Trust buyer in Q1 2024 was LPL Financial, an estimated $514K added.
- The largest Franklin Universal Trust seller in Q1 2024 was Morgan Stanley, an estimated $3.01M sold.
Based on aggregated 13F filings for Q1 2024.