FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

53 hedge funds and large institutions have $107M invested in Franklin Limited Duration Income Trust in 2014 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 14 increasing their positions, 21 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+3
Holders Change %
+6%
% of All Funds
1.41%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.03%
New
11
Increased
14
Reduced
21
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$27.7M
2
FIMG
2
Financial & Investment Management Group
Michigan
$2.63M
3
KIM
3
Karpus Investment Management
New York
$1.92M
4
RCM
4
Rivernorth Capital Management
Florida
$8.22M
5
Citigroup
5
Citigroup
New York
$741K

Top Sellers

1
SCM
1
Saba Capital Management
New York
$15.1M
2
AAM
2
Advisors Asset Management
Colorado
$9.29M
3
GC
3
Guggenheim Capital
Illinois
$3.65M
4
EML
4
Eos Management LP
New York
$0
5
Bank of America
5
Bank of America
North Carolina
$669K
Name Holding Trade Value Shares
Change 		Shares
Change %
UCFA
26
United Capital Financial Advisors
Texas
$532K -$77.6K -6,367 -13%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$530K -$41.8K -3,428 -7%
CIA
28
Capital Investment Advisors
Georgia
$489K -$10.8K -885 -2%
LCM
29
Landscape Capital Management
New Jersey
$454K +$144K +11,805 +46%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$407K +$407K +33,350 New
SG Americas Securities
31
SG Americas Securities
New York
$403K +$403K +33,052 New
Wells Fargo
32
Wells Fargo
California
$368K -$43.7K -3,582 -11%
LPL Financial
33
LPL Financial
California
$367K -$259K -21,222 -41%
DA
34
Doliver Advisors
Texas
$351K -$484K -39,760 -58%
SFS
35
Shaker Financial Services
Virginia
$342K +$120K +9,878 +54%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$294K +$60.2K +4,945 +26%
AIG
37
American International Group
New York
$282K -$26.1K -2,137 -8%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$268K -$8.84K -724 -3%
ICAS
39
Investors Capital Advisory Services
Massachusetts
$257K +$86.9K +7,150 +51%
FAAS
40
First Allied Advisory Services
California
$247K -$73.5K -6,026 -23%
VKH
41
Virtu KCG Holdings
New York
$236K +$236K +19,361 New
OC
42
Oppenheimer & Co
New York
$229K – – –
Geode Capital Management
43
Geode Capital Management
Massachusetts
$222K – – –
B
44
Baird
Wisconsin
$185K +$3.59K +295 +2%
DI
45
Dalton Investments
Nevada
$145K -$53.7K -4,411 -27%
HighTower Advisors
46
HighTower Advisors
Illinois
$122K +$122K +10,000 New
TC
47
TradeLink Capital
Illinois
$99K +$99K +8,100 New
Creative Planning
48
Creative Planning
Kansas
$55K – – –
NPC
49
National Planning Corporation
California
$46K +$46K +3,825 New
NFG
50
Next Financial Group
Texas
$11K -$21.5K -1,800 -66%
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2
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