Franklin Limited Duration Income Trust
FTF
40 hedge funds and large institutions have $58.1M invested in Franklin Limited Duration Income Trust in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 16 increasing their positions, 16 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
11% more funds holding
Funds holding: 36 → 40 (+4)
1.06% more ownership
Funds ownership: 15.55% → 16.6% (+1.1%)
3% more capital invested
Capital invested by funds: $56.5M → $58.1M (+$1.6M)
0% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.89M |
| 2 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.89M |
| 3 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$1.68M |
| 4 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$712K |
| 5 |
WAM
Wolverine Asset Management
Chicago,
Illinois
|
+$334K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.64M |
| 2 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$1.05M |
| 3 |
Barclays
London,
United Kingdom
|
-$921K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$577K |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$345K |
FTF Hedge Fund Activity: Q3 2013 in Review
40 of the 3,085 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2013, worth a combined $58.1M — up 2.8% from $56.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new FTF positions and 1 closed out — a net gain of 4 holders — while 16 added to existing stakes and 16 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.89M. The largest seller was Invesco, cutting an estimated $1.64M.
- 40 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2013, up from 36 in Q2 2013.
- Funds reported $58.1M of Franklin Limited Duration Income Trust stock for Q3 2013, up 2.8% quarter-over-quarter.
- 5 funds opened new Franklin Limited Duration Income Trust positions in Q3 2013 and 1 closed out, a net change of +4 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q3 2013 was Sit Investment Associates, an estimated $2.89M added.
- The largest Franklin Limited Duration Income Trust seller in Q3 2013 was Invesco, an estimated $1.64M sold.
Based on aggregated 13F filings for Q3 2013.