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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$12.1M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$6.54M |
| 3 |
Morgan Stanley
New York
|
+$2.37M |
| 4 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$960K |
| 5 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$848K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$8.98M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
-$3.44M |
| 3 |
BI
Bulldog Investors
Saddle Brook,
New Jersey
|
-$1.24M |
| 4 |
Goldman Sachs
New York
|
-$842K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$706K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
KA
76
Kovack Advisors
Ft. Lauderdale,
Florida
| – | -$99K | -13,131 | Closed |
|
|
SPL
77
Smart Portfolios LLC
Seattle,
Washington
| – | -$91K | -12,001 | Closed |
|
|
TFA
78
Teamwork Financial Advisors
San Antonio,
Texas
| – | -$88K | -11,544 | Closed |
|
|
MCC
79
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$6K | -750 | Closed |
|
80
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$105 | +15 | New |
|
81
Rockefeller Capital Management
New York
| – | +$580 | +83 | New |
|
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.