Franklin Limited Duration Income Trust
FTF
56 hedge funds and large institutions have $85.3M invested in Franklin Limited Duration Income Trust in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
11% more capital invested
Capital invested by funds: $76.9M → $85.3M (+$8.46M)
8% more funds holding
Funds holding: 52 → 56 (+4)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
0.43% more ownership
Funds ownership: 38.95% → 39.39% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.21M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$2.17M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$718K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$694K |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$319K |
| 3 |
Invesco
Atlanta,
Georgia
|
-$300K |
| 4 |
Cohen & Steers
New York
|
-$142K |
| 5 |
NL
NWAM LLC
Mercer Island,
Washington
|
-$92.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWMIA
51
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
| $7K | – | – | – |
|
|
PAM
52
Panagora Asset Management
Boston,
Massachusetts
| $4K | -$4.82K | -516 | -58% |
|
|
AF
53
Allworth Financial
Folsom,
California
| $4K | – | – | – |
|
|
SCA
54
Stonebridge Capital Advisors
St Paul,
Minnesota
| $3K | – | – | – |
|
|
VCP
55
Verus Capital Partners
Scottsdale,
Arizona
| $2K | +$1.5K | +161 | New |
|
|
RCM
56
Rivernorth Capital Management
West Palm Beach,
Florida
| – | -$5.07K | -544,303 | Closed |
|
|
FANJ
57
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$14K | -1,500 | Closed |
|
58
Citigroup
New York
| – | -$3K | -376 | Closed |
|
|
WAM
59
Wolverine Asset Management
Chicago,
Illinois
| – | -$1K | -200 | Closed |
|
FTF Hedge Fund Activity: Q4 2019 in Review
56 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2019, worth a combined $85.3M — up 11% from $76.9M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTF positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.21M. The largest seller was Shaker Financial Services, cutting an estimated $694K.
- 56 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2019, up from 52 in Q3 2019.
- Funds reported $85.3M of Franklin Limited Duration Income Trust stock for Q4 2019, up 11% quarter-over-quarter.
- 10 funds opened new Franklin Limited Duration Income Trust positions in Q4 2019 and 5 closed out, a net change of +5 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2019 was Sit Investment Associates, an estimated $2.21M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2019 was Shaker Financial Services, an estimated $694K sold.
Based on aggregated 13F filings for Q4 2019.