Franklin Universal Trust
46 hedge funds and large institutions have $35.4M invested in Franklin Universal Trust in 2024 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 20 increasing their positions, 10 reducing their positions, and 2 closing their positions.
250% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 2
100% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 10
14% more capital invested
Capital invested by funds: $30.9M → $35.4M (+$4.46M)
12% more funds holding
Funds holding: 41 → 46 (+5)
0.54% more ownership
Funds ownership: 18.09% → 18.62% (+0.54%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HWAM
Hennion & Walsh Asset Management
Parsippany,
New Jersey
|
+$456K |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$230K |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$143K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$133K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$106K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
-$324K |
| 2 |
WCMNY
Westchester Capital Management (New York)
Valhalla,
New York
|
-$179K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$135K |
| 4 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$79.9K |
| 5 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$52.1K |
FT Hedge Fund Activity: Q3 2024 in Review
46 of the 6,978 institutional investors tracked by Wall St. Rank reported a position in Franklin Universal Trust (FT) for Q3 2024, worth a combined $35.4M — up 14% from $30.9M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FT positions and 2 closed out — a net gain of 5 holders — while 20 added to existing stakes and 10 trimmed.
The largest buyer was Hennion & Walsh Asset Management, adding an estimated $456K. The largest seller was Wolverine Asset Management, cutting an estimated $324K.
- 46 institutional investors held Franklin Universal Trust (FT) as of Q3 2024, up from 41 in Q2 2024.
- Funds reported $35.4M of Franklin Universal Trust stock for Q3 2024, up 14% quarter-over-quarter.
- 7 funds opened new Franklin Universal Trust positions in Q3 2024 and 2 closed out, a net change of +5 holders.
- The largest Franklin Universal Trust buyer in Q3 2024 was Hennion & Walsh Asset Management, an estimated $456K added.
- The largest Franklin Universal Trust seller in Q3 2024 was Wolverine Asset Management, an estimated $324K sold.
Based on aggregated 13F filings for Q3 2024.