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FTF

Franklin Limited Duration Income Trust
FTF

58 hedge funds and large institutions have $79.2M invested in Franklin Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

4% more funds holding

Funds holding: 56 → 58 (+2)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

7.45% less ownership

Funds ownership: 45.59% → 38.14% (-7.5%)

16% less repeat investments, than reductions

Existing positions increased: 16 | Existing positions reduced: 19

18% less capital invested

Capital invested by funds: $97.1M → $79.2M (-$17.8M)

Holders
58
Holders Change
+2
Holders Change %
+3.57%
% of All Funds
1.02%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
10
Increased
16
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
+$349K
2
SFS
Sowell Financial Services
Arkansas
+$264K
3
WS
Wedbush Securities
California
+$202K
4
SCP
Shorepoint Capital Partners
Massachusetts
+$187K
5
SG
StoneX Group
New York
+$134K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$9.06M
2
Koshinski Asset Management
Koshinski Asset Management
Illinois
-$1.9M
3
Invesco
Invesco
Georgia
-$943K
4
LPL Financial
LPL Financial
California
-$937K
5
Citigroup
Citigroup
New York
-$768K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
51
Geneos Wealth Management
Colorado
$8K – – –
CFGS
52
Concourse Financial Group Securities
Alabama
$7K – – –
COCM
53
Charter Oak Capital Management
New Hampshire
$5K – – –
AIC
54
Ameritas Investment Company
Nebraska
$4.44K +$4.51K +483 New
AF
55
Allworth Financial
California
$4K – – –
PNC Financial Services Group
56
PNC Financial Services Group
Pennsylvania
$3K – – –
SCA
57
Stonebridge Capital Advisors
Minnesota
$3K +$2.8K +300 New
PAM
58
Panagora Asset Management
Massachusetts
$1K +$608 +65 New
Koshinski Asset Management
59
Koshinski Asset Management
Illinois
– -$1.9M -201,658 Closed
Citigroup
60
Citigroup
New York
– -$768K -81,521 Closed
SFS
61
Shaker Financial Services
Virginia
– -$622K -66,061 Closed
LCM
62
Landscape Capital Management
New Jersey
– -$430K -45,620 Closed
Fiera Capital (Canada)
63
Fiera Capital (Canada)
Quebec, Canada
– -$98K -10,361 Closed
ASN
64
Advisory Services Network
Georgia
– -$21K -2,274 Closed
Bank of Montreal
65
Bank of Montreal
Ontario, Canada
– -$8K -829 Closed
1 2
3

FTF Hedge Fund Activity: Q1 2021 in Review

58 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2021, worth a combined $79.2M — down 18% from $97.1M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new FTF positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 19 trimmed.

The largest buyer was MML Investors Services, adding an estimated $349K. The largest seller was Sit Investment Associates, cutting an estimated $9.06M.

  • 58 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2021, up from 56 in Q4 2020.
  • Funds reported $79.2M of Franklin Limited Duration Income Trust stock for Q1 2021, down 18% quarter-over-quarter.
  • 10 funds opened new Franklin Limited Duration Income Trust positions in Q1 2021 and 8 closed out, a net change of +2 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2021 was MML Investors Services, an estimated $349K added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2021 was Sit Investment Associates, an estimated $9.06M sold.

Based on aggregated 13F filings for Q1 2021.