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FTF

Franklin Limited Duration Income Trust
FTF

74 hedge funds and large institutions have $88.7M invested in Franklin Limited Duration Income Trust in 2022 Q2 according to their latest regulatory filings, with 11 funds opening new positions, 31 increasing their positions, 19 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more repeat investments, than reductions

Existing positions increased: 31 | Existing positions reduced: 19

38% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 8

5.58% more ownership

Funds ownership: 52.79% → 58.37% (+5.6%)

3% more funds holding

Funds holding: 72 → 74 (+2)

2% less capital invested

Capital invested by funds: $90.5M → $88.7M (-$1.8M)

Holders
74
Holders Change
+2
Holders Change %
+2.78%
% of All Funds
1.25%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
31
Reduced
19
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RCM
Rivernorth Capital Management
Florida
+$12.1M
2
1CP
1607 Capital Partners
Virginia
+$6.54M
3
Morgan Stanley
Morgan Stanley
New York
+$2.37M
4
WAM
Wolverine Asset Management
Illinois
+$960K
5
GC
Guggenheim Capital
Illinois
+$848K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$8.98M
2
CCP
Clough Capital Partners
Massachusetts
-$3.44M
3
BI
Bulldog Investors
New Jersey
-$1.24M
4
Goldman Sachs
Goldman Sachs
New York
-$842K
5
RJA
Raymond James & Associates
Florida
-$706K
Name Holding Trade Value Shares
Change 		Change in
Stake
DADC
51
D.A. Davidson & Co
Montana
$81K -$53.1K -7,600 -39%
CAG
52
Csenge Advisory Group
Florida
$80K +$8.69K +1,243 +12%
KAS
53
Kestra Advisory Services
Texas
$79K +$5.05K +722 +7%
CCM
54
CTC Capital Management
Illinois
$75K +$77.3K +11,066 New
BWM
55
BlackDiamond Wealth Management
New York
$73K +$75.8K +10,847 New
Royal Bank of Canada
56
Royal Bank of Canada
Ontario, Canada
$69K +$6.99K +1,000 +11%
SPIA
57
Steward Partners Investment Advisory
New York
$68K -$25.2K -3,611 -27%
WS
58
Wedbush Securities
California
$68K – – –
SIS
59
Sound Income Strategies
Florida
$43K +$356 +51 +0.8%
HNWAG
60
High Net Worth Advisory Group
Florida
$40K – – –
CT
61
Caldwell Trust
Florida
$18.9K – – –
AW
62
ACG Wealth
Georgia
$15K +$15.1K +2,155 New
AF
63
Advisornet Financial
Minnesota
$9K – – –
FF
64
FourThought Financial
Florida
$9K +$8.91K +1,275 New
SWM
65
Spire Wealth Management
Virginia
$7K -$6.87K -983 -50%
CFGS
66
Concourse Financial Group Securities
Alabama
$7K – – –
Citigroup
67
Citigroup
New York
$7K +$7.55K +1,081 New
IA
68
IFP Advisors
Florida
$5K – – –
GWM
69
Geneos Wealth Management
Colorado
$4K – – –
AF
70
Allworth Financial
California
$3K – – –
SCA
71
Stonebridge Capital Advisors
Minnesota
$2K – – –
Bank of Montreal
72
Bank of Montreal
Ontario, Canada
$80 +$69.9K +10,000 New
CCP
73
Clough Capital Partners
Massachusetts
– -$3.44M -453,195 Closed
BI
74
Bulldog Investors
New Jersey
– -$1.24M -163,739 Closed
FFG
75
Ford Financial Group
California
– -$498K -65,731 Closed
1 2
3
4

FTF Hedge Fund Activity: Q2 2022 in Review

74 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2022, worth a combined $88.7M — down 2% from $90.5M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new FTF positions and 8 closed out — a net gain of 3 holders — while 31 added to existing stakes and 19 trimmed.

The largest buyer was Rivernorth Capital Management, adding an estimated $12.1M. The largest seller was Sit Investment Associates, cutting an estimated $8.98M.

  • 74 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2022, up from 72 in Q1 2022.
  • Funds reported $88.7M of Franklin Limited Duration Income Trust stock for Q2 2022, down 2% quarter-over-quarter.
  • 11 funds opened new Franklin Limited Duration Income Trust positions in Q2 2022 and 8 closed out, a net change of +3 holders.
  • The largest Franklin Limited Duration Income Trust buyer in Q2 2022 was Rivernorth Capital Management, an estimated $12.1M added.
  • The largest Franklin Limited Duration Income Trust seller in Q2 2022 was Sit Investment Associates, an estimated $8.98M sold.

Based on aggregated 13F filings for Q2 2022.