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FTF

Franklin Limited Duration Income Trust
FTF

36 hedge funds and large institutions have $56.5M invested in Franklin Limited Duration Income Trust in 2013 Q2 according to their latest regulatory filings, with 36 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

15.55% more ownership

Funds ownership: 0% → 15.55% (+16%)

Holders
36
Holders Change
+36
Holders Change %
–
% of All Funds
1.17%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
36
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
GC
1
Guggenheim Capital
Illinois
$15.5M +$16.2M +1,153,180 New
Invesco
2
Invesco
Georgia
$11.3M +$11.8M +842,391 New
AAM
3
Advisors Asset Management
Colorado
$7.99M +$8.36M +594,570 New
RJA
4
Raymond James & Associates
Florida
$2.35M +$2.46M +175,057 New
SIA
5
Sit Investment Associates
Minnesota
$1.95M +$2.04M +145,400 New
Barclays
6
Barclays
United Kingdom
$1.79M +$1.87M +133,139 New
RJFSA
7
Raymond James Financial Services Advisors
Florida
$1.45M +$1.51M +107,494 New
Morgan Stanley
8
Morgan Stanley
New York
$1.41M +$1.47M +104,759 New
Cohen & Steers
9
Cohen & Steers
New York
$1.4M +$1.46M +103,900 New
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$1.39M +$1.45M +103,314 New
LPL Financial
11
LPL Financial
California
$1.33M +$1.39M +98,746 New
WAM
12
Wolverine Asset Management
Illinois
$1.17M +$1.23M +87,224 New
Bank of America
13
Bank of America
North Carolina
$1.07M +$1.12M +79,864 New
SNC
14
Stifel Nicolaus & Co
Missouri
$958K +$1M +71,275 New
DADC
15
D.A. Davidson & Co
Montana
$752K +$787K +55,960 New
Geode Capital Management
16
Geode Capital Management
Massachusetts
$545K – – –
DA
17
Doliver Advisors
Texas
$525K +$549K +39,079 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$416K +$436K +30,980 New
CWM
19
Cabot Wealth Management
Massachusetts
$389K +$407K +28,978 New
KFS
20
KMS Financial Services
Washington
$380K +$397K +28,239 New
Creative Planning
21
Creative Planning
Kansas
$366K +$383K +27,250 New
OC
22
Oppenheimer & Co
New York
$353K +$369K +26,223 New
HK
23
Horizon Kinetics
New York
$306K +$320K +22,778 New
FAAS
24
First Allied Advisory Services
California
$259K +$272K +19,315 New
U
25
UBS
Switzerland
$253K +$264K +18,804 New
1
2

FTF Hedge Fund Activity: Q2 2013 in Review

36 of the 3,065 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q2 2013, worth a combined $56.5M.

Buyers outnumbered sellers: 36 funds opened new FTF positions and 0 closed out — a net gain of 36 holders — while 0 added to existing stakes and 0 trimmed.

  • 36 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $56.5M of Franklin Limited Duration Income Trust stock for Q2 2013.
  • 36 funds opened new Franklin Limited Duration Income Trust positions in Q2 2013 and 0 closed out, a net change of +36 holders.

Based on aggregated 13F filings for Q2 2013.