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FTF

Franklin Limited Duration Income Trust

48 hedge funds and large institutions have $53.8M invested in Franklin Limited Duration Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4748 (+1)

1.03% less ownership

Funds ownership: 22.34%21.31% (-1%)

10% less capital invested

Capital invested by funds: $59.7M → $53.8M (-$5.94M)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$322K -$55.4K -4,820 -14%
UBS Group
27
UBS Group
Switzerland
$260K -$60.1K -5,235 -18%
AA
28
Ancora Advisors
Ohio
$212K -$11.5K -1,000 -5%
RJT
29
Raymond James Trust
Florida
$206K -$30.6K -2,662 -13%
FAAS
30
First Allied Advisory Services
California
$202K +$8.8K +766 +4%
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$181K -$11.9K -1,038 -6%
OC
32
Oppenheimer & Co
New York
$158K
Cambridge Investment Research Advisors
33
Cambridge Investment Research Advisors
Iowa
$151K -$41K -3,570 -21%
CCP
34
Clough Capital Partners
Massachusetts
$150K
IA
35
IFP Advisors
Florida
$132K
Janney Montgomery Scott
36
Janney Montgomery Scott
Pennsylvania
$123K +$5.27K +459 +4%
SIS
37
Sound Income Strategies
Florida
$63K +$230 +20 +0.4%
APA
38
American Portfolios Advisors
New York
$56.3K
OIA
39
Optimum Investment Advisors
Illinois
$45K +$46K +4,000 New
Bank of Montreal
40
Bank of Montreal
Ontario, Canada
$40K
SPIA
41
Steward Partners Investment Advisory
New York
$40K
Citigroup
42
Citigroup
New York
$40K +$40.7K +3,540 New
PFSC
43
Peoples Financial Services Corp
Pennsylvania
$34K
GWM
44
Geneos Wealth Management
Colorado
$32K +$15.8K +1,378 +91%
AOWM
45
Alpha Omega Wealth Management
Virginia
$22K
Carson Wealth (CWM LLC)
46
Carson Wealth (CWM LLC)
Nebraska
$7K
AF
47
Allworth Financial
California
$5K
Fifth Third Bancorp
48
Fifth Third Bancorp
Ohio
$4K -$33K -2,869 -90%
SFSIG
49
San Francisco Sentry Investment Group
California
$2K
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$1K

FTF Hedge Fund Activity: Q1 2018 in Review

48 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2018, worth a combined $53.8M — down 9.9% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTF positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.34M. The largest seller was Sit Investment Associates, cutting an estimated $5.03M.

  • 48 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2018, up from 47 in Q4 2017.
  • Funds reported $53.8M of Franklin Limited Duration Income Trust stock for Q1 2018, down 9.9% quarter-over-quarter.
  • 5 funds opened new Franklin Limited Duration Income Trust positions in Q1 2018 and 4 closed out, a net change of +1 holder.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2018 was Laurion Capital Management, an estimated $2.34M added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2018 was Sit Investment Associates, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2018.