Franklin Limited Duration Income Trust
FTF
79 hedge funds and large institutions have $84.3M invested in Franklin Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.
17% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 6
6% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 31
2% less funds holding
Funds holding: 81 → 79 (-2)
3.93% less ownership
Funds ownership: 36.84% → 32.91% (-3.9%)
10% less capital invested
Capital invested by funds: $93.3M → $84.3M (-$8.98M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Allspring Global Investments
Charlotte,
North Carolina
|
+$5.01M |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
+$2.93M |
| 3 |
Morgan Stanley
New York
|
+$2.34M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$706K |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$596K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$4.37M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.56M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$3.01M |
| 4 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$1.58M |
| 5 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$1.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
76
Comerica Bank
Dallas,
Texas
| $4.6K | -$1.64K | -261 | -26% |
|
|
FFA
77
Farther Finance Advisors
San Francisco,
California
| $3.21K | +$1.79K | +286 | +131% |
|
|
AF
78
Allworth Financial
Folsom,
California
| $981 | -$1.88K | -300 | -67% |
|
79
AssetMark Inc
Concord,
California
| $279 | – | – | – |
|
|
BCI
80
Brinker Capital Investments
Berwyn,
Pennsylvania
| – | -$1.58M | -252,543 | Closed |
|
|
OPS
81
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$1.58M | -252,543 | Closed |
|
82
JP Morgan Chase
New York
| – | -$45.3K | -7,224 | Closed |
|
|
BBPWM
83
Blue Bell Private Wealth Management
Blue Bell,
Pennsylvania
| – | -$12.5K | -2,000 | Closed |
|
|
SWM
84
Spire Wealth Management
Mclean,
Virginia
| – | -$6.16K | -983 | Closed |
|
|
PMFA
85
Plante Moran Financial Advisors
Southfield,
Michigan
| – | -$3.25K | -518 | Closed |
|
FTF Hedge Fund Activity: Q2 2024 in Review
79 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2024, worth a combined $84.3M — down 9.6% from $93.3M a quarter earlier.
Buyers outnumbered sellers: 7 funds opened new FTF positions and 6 closed out — a net gain of 1 holder — while 29 added to existing stakes and 31 trimmed.
The largest buyer was Allspring Global Investments, opening a new position worth an estimated $5.01M. The largest seller was City of London Investment Management, cutting an estimated $4.37M.
- 79 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2024, down from 81 in Q1 2024.
- Funds reported $84.3M of Franklin Limited Duration Income Trust stock for Q2 2024, down 9.6% quarter-over-quarter.
- 7 funds opened new Franklin Limited Duration Income Trust positions in Q2 2024 and 6 closed out, a net change of +1 holder.
- The largest Franklin Limited Duration Income Trust buyer in Q2 2024 was Allspring Global Investments, an estimated $5.01M added.
- The largest Franklin Limited Duration Income Trust seller in Q2 2024 was City of London Investment Management, an estimated $4.37M sold.
Based on aggregated 13F filings for Q2 2024.