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FTF

Franklin Limited Duration Income Trust
FTF

47 hedge funds and large institutions have $59.7M invested in Franklin Limited Duration Income Trust in 2017 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 11

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more funds holding

Funds holding: 45 → 47 (+2)

0.78% less ownership

Funds ownership: 23.12% → 22.34% (-0.78%)

5% less capital invested

Capital invested by funds: $62.7M → $59.7M (-$3M)

Holders
47
Holders Change
+2
Holders Change %
+4.44%
% of All Funds
1.07%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
10
Increased
18
Reduced
11
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BCI
Brinker Capital Investments
Pennsylvania
+$5.41M
2
GC
Guggenheim Capital
Illinois
+$918K
3
Invesco
Invesco
Georgia
+$889K
4
Cohen & Steers
Cohen & Steers
New York
+$749K
5
DA
Doliver Advisors
Texas
+$216K

Top Sellers

Rank Fund Capital Flow
1
1CP
1607 Capital Partners
Virginia
-$4.44M
2
SIA
Sit Investment Associates
Minnesota
-$3.21M
3
Ameriprise
Ameriprise
Minnesota
-$987K
4
Kovitz Investment Group Partners
Kovitz Investment Group Partners
Illinois
-$815K
5
Wells Fargo
Wells Fargo
California
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
DA
26
Doliver Advisors
Texas
$216K +$216K +18,249 New
FAAS
27
First Allied Advisory Services
California
$207K -$7.31K -617 -3%
Royal Bank of Canada
28
Royal Bank of Canada
Ontario, Canada
$204K +$52.5K +4,435 +35%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$202K +$11.3K +952 +6%
OC
30
Oppenheimer & Co
New York
$167K +$47.4K +4,000 +39%
CCP
31
Clough Capital Partners
Massachusetts
$158K +$38.9K +3,288 +33%
IA
32
IFP Advisors
Florida
$132K -$155K -13,100 -54%
Stifel Financial
33
Stifel Financial
Missouri
$128K -$5.67K -479 -4%
Janney Montgomery Scott
34
Janney Montgomery Scott
Pennsylvania
$125K +$125K +10,547 New
SIS
35
Sound Income Strategies
Florida
$64K +$66.6K +5,627 New
APA
36
American Portfolios Advisors
New York
$59.6K +$59.6K +5,036 New
SWP
37
Stratos Wealth Partners
Ohio
$47K +$47.5K +4,010 New
Bank of Montreal
38
Bank of Montreal
Ontario, Canada
$42K – – –
SPIA
39
Steward Partners Investment Advisory
New York
$42K – – –
Fifth Third Bancorp
40
Fifth Third Bancorp
Ohio
$38K – – –
PFSC
41
Peoples Financial Services Corp
Pennsylvania
$35K – – –
AOWM
42
Alpha Omega Wealth Management
Virginia
$24K +$23.7K +2,000 New
GWM
43
Geneos Wealth Management
Colorado
$17K +$237 +20 +1%
Manulife (Manufacturers Life Insurance)
44
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$9K +$8.88K +750 New
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$8K – – –
HCM
46
Highlander Capital Management
New Jersey
$6K – – –
AF
47
Allworth Financial
California
$5K – – –
SFSIG
48
San Francisco Sentry Investment Group
California
$2K – – –
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$1K – – –
1CP
50
1607 Capital Partners
Virginia
– -$4.44M -369,543 Closed
1
2
3

FTF Hedge Fund Activity: Q4 2017 in Review

47 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2017, worth a combined $59.7M — down 4.8% from $62.7M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FTF positions and 8 closed out — a net gain of 2 holders — while 18 added to existing stakes and 11 trimmed.

The largest buyer was Brinker Capital Investments, opening a new position worth an estimated $5.41M. The largest seller was 1607 Capital Partners, exiting entirely with an estimated $4.44M sold.

  • 47 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2017, up from 45 in Q3 2017.
  • Funds reported $59.7M of Franklin Limited Duration Income Trust stock for Q4 2017, down 4.8% quarter-over-quarter.
  • 10 funds opened new Franklin Limited Duration Income Trust positions in Q4 2017 and 8 closed out, a net change of +2 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q4 2017 was Brinker Capital Investments, an estimated $5.41M added.
  • The largest Franklin Limited Duration Income Trust seller in Q4 2017 was 1607 Capital Partners, an estimated $4.44M sold.

Based on aggregated 13F filings for Q4 2017.