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FTF

Franklin Limited Duration Income Trust
FTF

83 hedge funds and large institutions have $80.6M invested in Franklin Limited Duration Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 8

15% more funds holding

Funds holding: 72 → 83 (+11)

4% more repeat investments, than reductions

Existing positions increased: 26 | Existing positions reduced: 25

1% more capital invested

Capital invested by funds: $79.6M → $80.6M (+$1.05M)

0.8% more ownership

Funds ownership: 56.98% → 57.77% (+0.8%)

Holders
83
Holders Change
+11
Holders Change %
+15.28%
% of All Funds
1.33%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
20
Increased
26
Reduced
25
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
+$4.23M
2
MC
Matisse Capital
Oregon
+$995K
3
LSC
Logan Stone Capital
Illinois
+$717K
4
GC
Guggenheim Capital
Illinois
+$651K
5
1CP
1607 Capital Partners
Virginia
+$608K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$5.11M
2
RJA
Raymond James & Associates
Florida
-$2.62M
3
MIG
Mariner Investment Group
New York
-$535K
4
RCM
Rivernorth Capital Management
Florida
-$380K
5
SWP
Stratos Wealth Partners
Ohio
-$243K
Name Holding Trade Value Shares
Change 		Change in
Stake
WP
26
Woodline Partners
California
$342K +$343K +55,047 New
HighTower Advisors
27
HighTower Advisors
Illinois
$296K +$302K +48,499 New
SWM
28
SeaCrest Wealth Management
New York
$284K +$2.41K +386 +0.9%
LPL Financial
29
LPL Financial
California
$266K -$186K -29,826 -41%
CF
30
Centaurus Financial
California
$228K -$3.88K -623 -2%
OC
31
Oppenheimer & Co
New York
$220K -$5.09K -817 -2%
CA
32
CoreCap Advisors
Michigan
$217K -$15.8K -2,530 -7%
LCM
33
Landscape Capital Management
New Jersey
$206K -$62.9K -10,094 -23%
CFD
34
Creative Financial Designs
Indiana
$181K +$2.92K +469 +2%
EM
35
ELCO Management
New York
$174K -$6.23K -1,000 -3%
9WM
36
9258 Wealth Management
Ohio
$168K -$29.7K -4,762 -15%
Cambridge Investment Research Advisors
37
Cambridge Investment Research Advisors
Iowa
$163K +$75.5K +12,116 +85%
CL
38
CSS LLC
Illinois
$161K +$4.53K +727 +3%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$160K +$142K +22,715 New
Wells Fargo
40
Wells Fargo
California
$158K +$53.8K +8,638 +51%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$156K +$103K +16,514 +191%
Brown Advisory
42
Brown Advisory
Maryland
$156K +$25.7K +4,130 +20%
DA
43
Detalus Advisors
Missouri
$156K -$12.7K -2,040 -8%
BC
44
Barrett & Company
Rhode Island
$150K – – –
AWM
45
AE Wealth Management
Kansas
$136K +$42.4K +6,810 +45%
MML Investors Services
46
MML Investors Services
Massachusetts
$135K +$2.39K +384 +2%
CAN
47
Cetera Advisor Networks
California
$131K +$8.49K +1,362 +7%
DADC
48
D.A. Davidson & Co
Montana
$128K – – –
CIA
49
Capital Investment Advisors
Georgia
$127K -$13.1K -2,095 -9%
Janney Montgomery Scott
50
Janney Montgomery Scott
Pennsylvania
$124K – – –
1
2
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FTF Hedge Fund Activity: Q4 2022 in Review

83 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2022, worth a combined $80.6M — up 1.3% from $79.6M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new FTF positions and 8 closed out — a net gain of 12 holders — while 26 added to existing stakes and 25 trimmed.

The largest buyer was Bank of America, adding an estimated $4.23M. The largest seller was Sit Investment Associates, cutting an estimated $5.11M.

  • 83 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2022, up from 72 in Q3 2022.
  • Funds reported $80.6M of Franklin Limited Duration Income Trust stock for Q4 2022, up 1.3% quarter-over-quarter.
  • 20 funds opened new Franklin Limited Duration Income Trust positions in Q4 2022 and 8 closed out, a net change of +12 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q4 2022 was Bank of America, an estimated $4.23M added.
  • The largest Franklin Limited Duration Income Trust seller in Q4 2022 was Sit Investment Associates, an estimated $5.11M sold.

Based on aggregated 13F filings for Q4 2022.