Franklin Limited Duration Income Trust
FTF
56 hedge funds and large institutions have $97.1M invested in Franklin Limited Duration Income Trust in 2020 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 5 closing their positions.
120% more first-time investments, than exits
New positions opened: 11 | Existing positions closed: 5
20% more capital invested
Capital invested by funds: $80.6M → $97.1M (+$16.4M)
12% more funds holding
Funds holding: 50 → 56 (+6)
2.83% more ownership
Funds ownership: 42.77% → 45.59% (+2.8%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$2.38M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
+$1.77M |
| 3 |
Citigroup
New York
|
+$708K |
| 4 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$574K |
| 5 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$569K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$677K |
| 2 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$482K |
| 3 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$328K |
| 4 |
PNC Financial Services Group
Pittsburgh,
Pennsylvania
|
-$304K |
| 5 |
FFG
Ford Financial Group
Fresno,
California
|
-$211K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GWM
51
Geneos Wealth Management
Englewood,
Colorado
| $8K | – | – | – |
|
|
CFGS
52
Concourse Financial Group Securities
Birmingham,
Alabama
| $7K | -$869 | -100 | -11% |
|
|
COCM
53
Charter Oak Capital Management
Portsmouth,
New Hampshire
| $5K | +$4.34K | +500 | New |
|
|
AF
54
Allworth Financial
Folsom,
California
| $4K | – | – | – |
|
|
55
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | -$304K | -34,965 | -99% |
|
|
IFG
56
Independent Financial Group
San Diego,
California
| – | -$115K | -13,490 | Closed |
|
57
Barclays
London,
United Kingdom
| – | -$13K | -1,407 | Closed |
|
|
APA
58
American Portfolios Advisors
Holbrook,
New York
| – | -$5.97K | -700 | Closed |
|
|
EIP
59
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$4K | -582 | Closed |
|
|
PAM
60
Panagora Asset Management
Boston,
Massachusetts
| – | -$4K | -504 | Closed |
|
61
Fidelity Investments
Boston,
Massachusetts
| – | +$9 | +1 | New |
|
FTF Hedge Fund Activity: Q4 2020 in Review
56 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2020, worth a combined $97.1M — up 20% from $80.6M a quarter earlier.
Buyers outnumbered sellers: 11 funds opened new FTF positions and 5 closed out — a net gain of 6 holders — while 15 added to existing stakes and 22 trimmed.
The largest buyer was Brinker Capital Investments, adding an estimated $2.38M. The largest seller was Raymond James & Associates, cutting an estimated $677K.
- 56 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2020, up from 50 in Q3 2020.
- Funds reported $97.1M of Franklin Limited Duration Income Trust stock for Q4 2020, up 20% quarter-over-quarter.
- 11 funds opened new Franklin Limited Duration Income Trust positions in Q4 2020 and 5 closed out, a net change of +6 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2020 was Brinker Capital Investments, an estimated $2.38M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2020 was Raymond James & Associates, an estimated $677K sold.
Based on aggregated 13F filings for Q4 2020.