Franklin Limited Duration Income Trust
FTF
72 hedge funds and large institutions have $90.5M invested in Franklin Limited Duration Income Trust in 2022 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 22 increasing their positions, 16 reducing their positions, and 8 closing their positions.
175% more first-time investments, than exits
New positions opened: 22 | Existing positions closed: 8
162% more capital invested
Capital invested by funds: $34.5M → $90.5M (+$55.9M)
38% more repeat investments, than reductions
Existing positions increased: 22 | Existing positions reduced: 16
35.72% more ownership
Funds ownership: 17.07% → 52.79% (+36%)
22% more funds holding
Funds holding: 59 → 72 (+13)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$38.3M |
| 2 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
+$8.65M |
| 3 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$3.62M |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$2.42M |
| 5 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
+$2.39M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Sowell Financial Services
North Little Rock,
Arkansas
|
-$494K |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$491K |
| 3 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$195K |
| 4 |
SG
StoneX Group
New York
|
-$171K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$155K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
GP
76
Geneva Partners
Lake Geneva,
Wisconsin
| – | -$100K | -10,992 | Closed |
|
|
IFG
77
Independent Financial Group
San Diego,
California
| – | -$91.5K | -10,067 | Closed |
|
|
FF
78
FourThought Financial
Venice,
Florida
| – | -$22K | -2,463 | Closed |
|
|
GI
79
Gradient Investments
Arden Hills,
Minnesota
| – | -$2K | -252 | Closed |
|
80
Fidelity Investments
Boston,
Massachusetts
| – | +$8 | +1 | New |
|
FTF Hedge Fund Activity: Q1 2022 in Review
72 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2022, worth a combined $90.5M — up 162% from $34.5M a quarter earlier.
Buyers outnumbered sellers: 22 funds opened new FTF positions and 8 closed out — a net gain of 14 holders — while 22 added to existing stakes and 16 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $38.3M. The largest seller was Sowell Financial Services, exiting entirely with an estimated $494K sold.
- 72 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2022, up from 59 in Q4 2021.
- Funds reported $90.5M of Franklin Limited Duration Income Trust stock for Q1 2022, up 162% quarter-over-quarter.
- 22 funds opened new Franklin Limited Duration Income Trust positions in Q1 2022 and 8 closed out, a net change of +14 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q1 2022 was Sit Investment Associates, an estimated $38.3M added.
- The largest Franklin Limited Duration Income Trust seller in Q1 2022 was Sowell Financial Services, an estimated $494K sold.
Based on aggregated 13F filings for Q1 2022.