Franklin Limited Duration Income Trust
FTF
55 hedge funds and large institutions have $54.5M invested in Franklin Limited Duration Income Trust in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 19 increasing their positions, 23 reducing their positions, and 9 closing their positions.
5% less funds holding
Funds holding: 58 → 55 (-3)
12.11% less ownership
Funds ownership: 38.14% → 26.04% (-12%)
17% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 23
22% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 9
31% less capital invested
Capital invested by funds: $79.2M → $54.5M (-$24.7M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$961K |
| 2 |
SG
StoneX Group
New York
|
+$443K |
| 3 |
Invesco
Atlanta,
Georgia
|
+$393K |
| 4 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
+$294K |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$257K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$24.6M |
| 2 |
Cohen & Steers
New York
|
-$1.37M |
| 3 |
Morgan Stanley
New York
|
-$427K |
| 4 |
LPL Financial
San Diego,
California
|
-$340K |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$307K |
FTF Hedge Fund Activity: Q2 2021 in Review
55 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2021, worth a combined $54.5M — down 31% from $79.2M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of FTF and 7 opened new positions — a net loss of 2 holders — while 23 trimmed existing stakes and 19 added.
The largest buyer was Osaic Holdings, adding an estimated $961K. The largest seller was Sit Investment Associates, cutting an estimated $24.6M.
- 55 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2021, down from 58 in Q1 2021.
- Funds reported $54.5M of Franklin Limited Duration Income Trust stock for Q2 2021, down 31% quarter-over-quarter.
- 7 funds opened new Franklin Limited Duration Income Trust positions in Q2 2021 and 9 closed out, a net change of -2 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q2 2021 was Osaic Holdings, an estimated $961K added.
- The largest Franklin Limited Duration Income Trust seller in Q2 2021 was Sit Investment Associates, an estimated $24.6M sold.
Based on aggregated 13F filings for Q2 2021.