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Franklin Limited Duration Income Trust

86 hedge funds and large institutions have $85.7M invested in Franklin Limited Duration Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 29 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

3% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 29

1.61% less ownership

Funds ownership: 37.99%36.38% (-1.6%)

9% less capital invested

Capital invested by funds: $94.5M → $85.7M (-$8.77M)

12% less funds holding

Funds holding: 9886 (-12)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
86
Holders Change
-12
Holders Change %
-12.24%
% of All Funds
1.06%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
7
Increased
30
Reduced
29
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
1
Morgan Stanley
New York
$19.8M +$1.05M +172,275 +5%
LPL Financial
2
LPL Financial
California
$9.07M +$298K +48,978 +3%
PCM
3
Penserra Capital Management
California
$6.42M +$2.29M +376,412 +52%
AAM
4
Advisors Asset Management
Colorado
$6.12M -$96.6K -15,866 -1%
Wells Fargo
5
Wells Fargo
California
$4.36M -$238K -39,057 -5%
Invesco
6
Invesco
Georgia
$4.03M -$213K -34,999 -5%
GC
7
Guggenheim Capital
Illinois
$3.59M -$1.19M -195,245 -24%
Pathstone Holdings
8
Pathstone Holdings
New Jersey
$2.79M -$2.08M -341,094 -42%
Allspring Global Investments
9
Allspring Global Investments
North Carolina
$2.76M +$5.98K +982 +0.2%
SFS
10
Shaker Financial Services
Virginia
$2.68M -$220K -36,117 -7%
GA
11
GraniteShares Advisors
New York
$2.29M -$274K -44,992 -10%
BAM
12
Byrne Asset Management
New Jersey
$1.65M +$1.72M +282,560 New
KWM
13
Kingsview Wealth Management
Oregon
$1.47M +$777K +127,605 +102%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.34M -$76K -12,479 -5%
AIA
15
Absolute Investment Advisers
Florida
$1.25M -$1.68M -276,246 -56%
Bank of America
16
Bank of America
North Carolina
$1.12M +$60.4K +9,928 +5%
Cetera Investment Advisers
17
Cetera Investment Advisers
Illinois
$1.07M +$31.7K +5,210 +3%
KAS
18
Kestra Advisory Services
Texas
$1.04M -$26.7K -4,381 -2%
CFD
19
Creative Financial Designs
Indiana
$780K +$131K +21,465 +19%
QL
20
Quarry LP
New York
$746K -$394K -64,755 -34%
IAIM
21
International Assets Investment Management
Florida
$736K +$286K +47,011 +59%
WAM
22
Wolverine Asset Management
Illinois
$688K -$834K -136,962 -54%
Envestnet Asset Management
23
Envestnet Asset Management
Illinois
$589K +$163K +26,856 +36%
NA
24
NewEdge Advisors
Louisiana
$535K -$30.2K -4,970 -5%
Baird Financial Group
25
Baird Financial Group
Wisconsin
$528K -$7.61K -1,250 -1%