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FTF

Franklin Limited Duration Income Trust
FTF

58 hedge funds and large institutions have $43.2M invested in Franklin Limited Duration Income Trust in 2018 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 22 increasing their positions, 12 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 12

44% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 9

7% more funds holding

Funds holding: 54 → 58 (+4)

0.7% less ownership

Funds ownership: 18.98% → 18.27% (-0.7%)

9% less capital invested

Capital invested by funds: $47.7M → $43.2M (-$4.5M)

Holders
58
Holders Change
+4
Holders Change %
+7.41%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
13
Increased
22
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
+$1.11M
2
Morgan Stanley
Morgan Stanley
New York
+$987K
3
LTFS
Ladenburg Thalmann Financial Services
Florida
+$528K
4
COLIM
City of London Investment Management
United Kingdom
+$488K
5
Millennium Management
Millennium Management
New York
+$479K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.89M
2
FFG
Ford Financial Group
California
-$942K
3
CF
Centaurus Financial
California
-$424K
4
GC
Guggenheim Capital
Illinois
-$385K
5
First Trust Advisors
First Trust Advisors
Illinois
-$336K
Name Holding Trade Value Shares
Change 		Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$261K +$165K +14,851 +137%
Citigroup
27
Citigroup
New York
$259K +$201K +18,087 +246%
CIA
28
Capital Investment Advisors
Georgia
$247K – – –
LCM
29
Landscape Capital Management
New Jersey
$233K +$254K +22,869 New
UBS Group
30
UBS Group
Switzerland
$230K -$10.8K -968 -4%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$230K +$102K +9,204 +69%
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$219K +$128K +11,500 +115%
CRC
33
Curi RMB Capital
Illinois
$199K +$218K +19,555 New
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$183K +$1.75K +157 +0.9%
FAAS
35
First Allied Advisory Services
California
$178K +$30.4K +2,731 +19%
RJT
36
Raymond James Trust
Florida
$176K -$9.46K -850 -5%
BTS
37
BB&T Securities
Virginia
$174K +$190K +17,108 New
OC
38
Oppenheimer & Co
New York
$144K – – –
Walleye Trading
39
Walleye Trading
New York
$134K +$147K +13,199 New
Janney Montgomery Scott
40
Janney Montgomery Scott
Pennsylvania
$131K – – –
Fiera Capital (Canada)
41
Fiera Capital (Canada)
Quebec, Canada
$125K +$21.8K +1,961 +19%
Creative Planning
42
Creative Planning
Kansas
$125K +$137K +12,322 New
IA
43
IFP Advisors
Florida
$113K – – –
SIS
44
Sound Income Strategies
Florida
$58K +$345 +31 +0.5%
APA
45
American Portfolios Advisors
New York
$51.3K – – –
PFSC
46
Peoples Financial Services Corp
Pennsylvania
$31K – – –
Bank of Montreal
47
Bank of Montreal
Ontario, Canada
$23K -$14.6K -1,315 -37%
AOWM
48
Alpha Omega Wealth Management
Virginia
$20K – – –
JFA
49
JNBA Financial Advisors
Minnesota
$20K +$22.3K +2,000 New
NFG
50
Next Financial Group
Texas
$20K +$22.3K +2,000 New
1
2
3

FTF Hedge Fund Activity: Q3 2018 in Review

58 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2018, worth a combined $43.2M — down 9.4% from $47.7M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new FTF positions and 9 closed out — a net gain of 4 holders — while 22 added to existing stakes and 12 trimmed.

The largest buyer was Invesco, adding an estimated $1.11M. The largest seller was Sit Investment Associates, cutting an estimated $5.89M.

  • 58 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2018, up from 54 in Q2 2018.
  • Funds reported $43.2M of Franklin Limited Duration Income Trust stock for Q3 2018, down 9.4% quarter-over-quarter.
  • 13 funds opened new Franklin Limited Duration Income Trust positions in Q3 2018 and 9 closed out, a net change of +4 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q3 2018 was Invesco, an estimated $1.11M added.
  • The largest Franklin Limited Duration Income Trust seller in Q3 2018 was Sit Investment Associates, an estimated $5.89M sold.

Based on aggregated 13F filings for Q3 2018.