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FTF

Franklin Limited Duration Income Trust
FTF

50 hedge funds and large institutions have $80.6M invested in Franklin Limited Duration Income Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 42.44% → 42.77% (+0.33%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

1% less capital invested

Capital invested by funds: $81.1M → $80.6M (-$540K)

6% less funds holding

Funds holding: 53 → 50 (-3)

33% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 18

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
50
Holders Change
-3
Holders Change %
-5.66%
% of All Funds
1.01%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
4
Increased
12
Reduced
18
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$2.95M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$1.86M
3
Osaic Holdings
Osaic Holdings
Arizona
+$725K
4
CWA
Capital Wealth Alliance
Arizona
+$384K
5
CF
Centaurus Financial
California
+$131K

Top Sellers

Rank Fund Capital Flow
1
Invesco
Invesco
Georgia
-$1.07M
2
YCM
Yakira Capital Management
Connecticut
-$1.06M
3
CRC
Curi RMB Capital
Illinois
-$752K
4
GC
Guggenheim Capital
Illinois
-$478K
5
RJA
Raymond James & Associates
Florida
-$375K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
26
Oppenheimer & Co
New York
$225K +$7.83K +897 +4%
Janney Montgomery Scott
27
Janney Montgomery Scott
Pennsylvania
$219K +$27.9K +3,194 +14%
DADC
28
D.A. Davidson & Co
Montana
$218K – – –
CIA
29
Capital Investment Advisors
Georgia
$203K – – –
Envestnet Asset Management
30
Envestnet Asset Management
Illinois
$160K -$7.67K -879 -4%
CFD
31
Creative Financial Designs
Indiana
$158K +$2.9K +332 +2%
KAS
32
Kestra Advisory Services
Texas
$145K +$149K +17,050 New
Fiera Capital (Canada)
33
Fiera Capital (Canada)
Quebec, Canada
$129K – – –
Stifel Financial
34
Stifel Financial
Missouri
$126K +$1.03K +118 +0.8%
RJT
35
Raymond James Trust
Florida
$119K – – –
IFG
36
Independent Financial Group
California
$115K -$6.52K -747 -5%
SPIA
37
Steward Partners Investment Advisory
New York
$101K – – –
Truist Financial
38
Truist Financial
North Carolina
$96K +$113 +13 +0.1%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$62K -$11.8K -1,350 -16%
SIS
40
Sound Income Strategies
Florida
$51K +$332 +38 +0.6%
CT
41
Caldwell Trust
Florida
$23.9K – – –
Barclays
42
Barclays
United Kingdom
$13K +$12.3K +1,407 New
CFGS
43
Concourse Financial Group Securities
Alabama
$8K – – –
Bank of Montreal
44
Bank of Montreal
Ontario, Canada
$7K – – –
GWM
45
Geneos Wealth Management
Colorado
$7K – – –
APA
46
American Portfolios Advisors
New York
$5.97K – – –
EIP
47
Ellis Investment Partners
Pennsylvania
$4K -$4.83K -553 -49%
AF
48
Allworth Financial
California
$4K – – –
PAM
49
Panagora Asset Management
Massachusetts
$4K – – –
Koshinski Asset Management
50
Koshinski Asset Management
Illinois
$1.85K +$1.86M +212,657 New
1
2
3

FTF Hedge Fund Activity: Q3 2020 in Review

50 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2020, worth a combined $80.6M — down 0.67% from $81.1M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of FTF and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 12 added.

The largest buyer was Sit Investment Associates, adding an estimated $2.95M. The largest seller was Invesco, cutting an estimated $1.07M.

  • 50 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2020, down from 53 in Q2 2020.
  • Funds reported $80.6M of Franklin Limited Duration Income Trust stock for Q3 2020, down 0.67% quarter-over-quarter.
  • 4 funds opened new Franklin Limited Duration Income Trust positions in Q3 2020 and 7 closed out, a net change of -3 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q3 2020 was Sit Investment Associates, an estimated $2.95M added.
  • The largest Franklin Limited Duration Income Trust seller in Q3 2020 was Invesco, an estimated $1.07M sold.

Based on aggregated 13F filings for Q3 2020.