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
Top Sellers
FT Hedge Fund Activity: Q3 2024 in Review
46 of the 6,964 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.