Franklin Limited Duration Income Trust
FTF
53 hedge funds and large institutions have $81.1M invested in Franklin Limited Duration Income Trust in 2020 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 18 increasing their positions, 22 reducing their positions, and 15 closing their positions.
15% more capital invested
Capital invested by funds: $70.7M → $81.1M (+$10.5M)
1.47% more ownership
Funds ownership: 40.96% → 42.44% (+1.5%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
18% less repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 22
21% less funds holding
Funds holding: 67 → 53 (-14)
87% less first-time investments, than exits
New positions opened: 2 | Existing positions closed: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$13.4M |
| 2 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
+$285K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$183K |
| 4 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$149K |
| 5 |
Invesco
Atlanta,
Georgia
|
+$87.4K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
-$2.61M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$781K |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$647K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$612K |
| 5 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$560K |
FTF Hedge Fund Activity: Q2 2020 in Review
53 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2020, worth a combined $81.1M — up 15% from $70.7M a quarter earlier.
Sellers outnumbered buyers: 15 funds closed out of FTF and 2 opened new positions — a net loss of 13 holders — while 22 trimmed existing stakes and 18 added.
The largest buyer was Sit Investment Associates, adding an estimated $13.4M. The largest seller was Matisse Capital, exiting entirely with an estimated $2.61M sold.
- 53 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2020, down from 67 in Q1 2020.
- Funds reported $81.1M of Franklin Limited Duration Income Trust stock for Q2 2020, up 15% quarter-over-quarter.
- 2 funds opened new Franklin Limited Duration Income Trust positions in Q2 2020 and 15 closed out, a net change of -13 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q2 2020 was Sit Investment Associates, an estimated $13.4M added.
- The largest Franklin Limited Duration Income Trust seller in Q2 2020 was Matisse Capital, an estimated $2.61M sold.
Based on aggregated 13F filings for Q2 2020.