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FTF

Franklin Limited Duration Income Trust
FTF

76 hedge funds and large institutions have $83.9M invested in Franklin Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 5

1% more funds holding

Funds holding: 75 → 76 (+1)

8% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 25

5% less capital invested

Capital invested by funds: $88.1M → $83.9M (-$4.22M)

2.35% less ownership

Funds ownership: 62.82% → 60.47% (-2.3%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
76
Holders Change
+1
Holders Change %
+1.33%
% of All Funds
1.21%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.66M
2
COLIM
City of London Investment Management
United Kingdom
+$2.65M
3
API
Advisor Partners II
California
+$1.37M
4
AA
AQR Arbitrage
Connecticut
+$604K
5
SCM
Saba Capital Management
New York
+$565K

Top Sellers

Rank Fund Capital Flow
1
Bank of America
Bank of America
North Carolina
-$5.07M
2
BCI
Brinker Capital Investments
Pennsylvania
-$3.2M
3
OPS
Orion Portfolio Solutions
Nebraska
-$3.2M
4
WAM
Wolverine Asset Management
Illinois
-$625K
5
SFS
Shaker Financial Services
Virginia
-$616K
Name Holding Trade Value Shares
Change 		Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$563K +$7.48K +1,203 +1%
MC
27
Moors & Cabot
Massachusetts
$518K +$395K +63,500 +295%
CWA
28
Capital Wealth Alliance
Arizona
$460K -$6.07K -976 -1%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$445K -$124 -20 -0%
RJFSA
30
Raymond James Financial Services Advisors
Florida
$335K -$126K -20,235 -27%
RJA
31
Raymond James & Associates
Florida
$306K -$37.3K -6,005 -11%
SWM
32
SeaCrest Wealth Management
New York
$282K -$11.5K -1,843 -4%
LPL Financial
33
LPL Financial
California
$231K -$7.29K -1,173 -3%
HighTower Advisors
34
HighTower Advisors
Illinois
$220K -$147K -23,634 -39%
Wells Fargo
35
Wells Fargo
California
$219K +$71.7K +11,537 +47%
OC
36
Oppenheimer & Co
New York
$205K +$2.35K +378 +1%
CA
37
CoreCap Advisors
Michigan
$202K – – –
LCM
38
Landscape Capital Management
New Jersey
$198K -$66.7K -10,730 -25%
CFD
39
Creative Financial Designs
Indiana
$187K +$3.17K +510 +2%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$179K +$88.1K +14,174 +93%
CAN
41
Cetera Advisor Networks
California
$176K +$52.8K +8,488 +41%
9WM
42
9258 Wealth Management
Ohio
$166K +$1.14K +183 +0.7%
Brown Advisory
43
Brown Advisory
Maryland
$153K – – –
EM
44
ELCO Management
New York
$152K – – –
CL
45
CSS LLC
Illinois
$143K +$4.07K +654 +3%
AWM
46
AE Wealth Management
Kansas
$133K +$10.6K +1,700 +8%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$128K -$36.1K -5,800 -22%
BC
48
Barrett & Company
Rhode Island
$122K -$10.9K -1,750 -8%
CIA
49
Capital Investment Advisors
Georgia
$115K – – –
WA
50
Waverly Advisors
Alabama
$114K – – –
1
2
3 4

FTF Hedge Fund Activity: Q3 2023 in Review

76 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2023, worth a combined $83.9M — down 4.8% from $88.1M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new FTF positions and 5 closed out — a net gain of 1 holder — while 27 added to existing stakes and 25 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.66M. The largest seller was Bank of America, cutting an estimated $5.07M.

  • 76 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2023, up from 75 in Q2 2023.
  • Funds reported $83.9M of Franklin Limited Duration Income Trust stock for Q3 2023, down 4.8% quarter-over-quarter.
  • 6 funds opened new Franklin Limited Duration Income Trust positions in Q3 2023 and 5 closed out, a net change of +1 holder.
  • The largest Franklin Limited Duration Income Trust buyer in Q3 2023 was Morgan Stanley, an estimated $3.66M added.
  • The largest Franklin Limited Duration Income Trust seller in Q3 2023 was Bank of America, an estimated $5.07M sold.

Based on aggregated 13F filings for Q3 2023.