Franklin Limited Duration Income Trust
FTF
73 hedge funds and large institutions have $95.5M invested in Franklin Limited Duration Income Trust in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.
72% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 18
14% more capital invested
Capital invested by funds: $83.9M → $95.5M (+$11.6M)
4% less funds holding
Funds holding: 76 → 73 (-3)
20% less first-time investments, than exits
New positions opened: 8 | Existing positions closed: 10
22.58% less ownership
Funds ownership: 60.47% → 37.89% (-23%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.53M |
| 2 |
CCP
Clough Capital Partners
Boston,
Massachusetts
|
+$1.51M |
| 3 |
Wells Fargo
San Francisco,
California
|
+$986K |
| 4 |
COLIM
City of London Investment Management
London,
United Kingdom
|
+$732K |
| 5 |
QL
Quarry LP
New York
|
+$629K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GA
GraniteShares Advisors
New York
|
-$1.43M |
| 2 |
SCM
Saba Capital Management
New York
|
-$1.12M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$577K |
| 4 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$523K |
| 5 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$284K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$179K | -29,448 | Closed |
|
|
9WM
77
9258 Wealth Management
Blue Ash,
Ohio
| – | -$166K | -27,315 | Closed |
|
|
VF
78
Virtu Financial
New York
| – | -$105K | -17,270 | Closed |
|
79
Stifel Financial
St. Louis,
Missouri
| – | -$85.4K | -14,021 | Closed |
|
|
CF
80
Centaurus Financial
Anaheim,
California
| – | -$82K | -13,392 | Closed |
|
|
DADC
81
D.A. Davidson & Co
Great Falls,
Montana
| – | -$78.3K | -12,855 | Closed |
|
|
DWM
82
Dakota Wealth Management
Palm Beach Gardens,
Florida
| – | -$66.4K | -10,910 | Closed |
|
|
HCM
83
Hollencrest Capital Management
Newport Beach,
California
| – | -$48.3K | -7,925 | Closed |
|
FTF Hedge Fund Activity: Q4 2023 in Review
73 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2023, worth a combined $95.5M — up 14% from $83.9M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of FTF and 8 opened new positions — a net loss of 2 holders — while 18 trimmed existing stakes and 31 added.
The largest buyer was Morgan Stanley, adding an estimated $3.53M. The largest seller was GraniteShares Advisors, exiting entirely with an estimated $1.43M sold.
- 73 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2023, down from 76 in Q3 2023.
- Funds reported $95.5M of Franklin Limited Duration Income Trust stock for Q4 2023, up 14% quarter-over-quarter.
- 8 funds opened new Franklin Limited Duration Income Trust positions in Q4 2023 and 10 closed out, a net change of -2 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2023 was Morgan Stanley, an estimated $3.53M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2023 was GraniteShares Advisors, an estimated $1.43M sold.
Based on aggregated 13F filings for Q4 2023.