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FTF

Franklin Limited Duration Income Trust
FTF

74 hedge funds and large institutions have $88.7M invested in Franklin Limited Duration Income Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5.58% more ownership

Funds ownership: 52.79% → 58.37% (+5.6%)

3% more funds holding

Funds holding: 72 → 74 (+2)

2% less capital invested

Capital invested by funds: $90.5M → $88.7M (-$1.8M)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$12.1M
2
1CP
1607 Capital Partners
Virginia
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$2.37M
4
WAM
Wolverine Asset Management
Illinois
+$960K
5
GC
Guggenheim Capital
Illinois
+$848K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$8.98M
2
CCP
Clough Capital Partners
Massachusetts
-$3.44M
3
BI
Bulldog Investors
New Jersey
-$1.24M
4
Goldman Sachs
Goldman Sachs
New York
-$842K
5
RJA
Raymond James & Associates
Florida
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$298K +$235K +33,650 +324%
SWM
27
SeaCrest Wealth Management
New York
$297K -$349 -50 -0.1%
LPL Financial
28
LPL Financial
California
$296K +$3.79K +542 +1%
SFS
29
Shaker Financial Services
Virginia
$277K +$172K +24,600 +150%
OC
30
Oppenheimer & Co
New York
$245K +$28.5K +4,081 +13%
9WM
31
9258 Wealth Management
Ohio
$234K -$27.9K -3,997 -10%
CA
32
CoreCap Advisors
Michigan
$212K -$7.32K -1,048 -3%
HHGC
33
Hunting Hill Global Capital
New York
$212K +$677K +96,936 New
LA
34
Lifeworks Advisors
Michigan
$206K – – –
EM
35
ELCO Management
New York
$196K – – –
DA
36
Detalus Advisors
Missouri
$183K +$245 +35 +0.1%
Truist Financial
37
Truist Financial
North Carolina
$173K +$30.9K +4,425 +21%
CL
38
CSS LLC
Illinois
$170K +$9.23K +1,321 +6%
CIA
39
Capital Investment Advisors
Georgia
$157K – – –
MML Investors Services
40
MML Investors Services
Massachusetts
$144K -$2.3K -329 -2%
Brown Advisory
41
Brown Advisory
Maryland
$142K +$41.7K +5,970 +40%
CFD
42
Creative Financial Designs
Indiana
$140K +$3.13K +448 +2%
Janney Montgomery Scott
43
Janney Montgomery Scott
Pennsylvania
$134K -$43.1K -6,165 -23%
CAN
44
Cetera Advisor Networks
California
$133K +$992 +142 +0.7%
AWM
45
AE Wealth Management
Kansas
$109K -$61.1K -8,744 -35%
Wells Fargo
46
Wells Fargo
California
$104K +$11.6K +1,658 +12%
SLWA
47
San Luis Wealth Advisors
California
$101K -$73K -10,452 -41%
QC
48
Quantedge Capital
Singapore
$99K +$102K +14,600 New
Cambridge Investment Research Advisors
49
Cambridge Investment Research Advisors
Iowa
$96K -$2.38K -341 -2%
Stifel Financial
50
Stifel Financial
Missouri
$88K +$643 +92 +0.7%
1
2
3 4

FTF Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2022, worth a combined $88.7M — down 2% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTF positions and 8 closed out — a net gain of 3 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.1M. The largest seller was Sit Investment Associates, cutting an estimated $8.98M.

  • 74 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2022, up from 72 in Q1 2022.
  • Funds reported $88.7M of Franklin Limited Duration Income Trust stock for Q2 2022, down 2% quarter-over-quarter.
  • 11 funds opened new Franklin Limited Duration Income Trust positions in Q2 2022 and 8 closed out, a net change of +3 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q2 2022 was Rivernorth Capital Management, an estimated $12.1M added.
  • The largest Franklin Limited Duration Income Trust seller in Q2 2022 was Sit Investment Associates, an estimated $8.98M sold.

Based on aggregated 13F filings for Q2 2022.