FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

50 hedge funds and large institutions have $88.1M invested in Franklin Limited Duration Income Trust in 2014 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 15 increasing their positions, 18 reducing their positions, and 2 closing their positions.

Holders
50
Holders Change
+7
Holders Change %
+16.28%
% of All Funds
1.45%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
15
Reduced
18
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$18.4M
2
SCM
2
Saba Capital Management
New York
$13.4M
3
RCM
3
Rivernorth Capital Management
Florida
$5.75M
4
Invesco
4
Invesco
Georgia
$10.5M
5
NL
5
NWAM LLC
Washington
$713K

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$9.78M
2
WAM
2
Wolverine Asset Management
Illinois
$1.37M
3
LPL Financial
3
LPL Financial
California
$794K
4
AAM
4
Advisors Asset Management
Colorado
$10.1M
5
VKH
5
Virtu KCG Holdings
New York
$0
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$18.4M 1,408,358 +641,450 +84%
SCM
2
Saba Capital Management
New York
$13.4M 1,024,902 +630,488 +160%
Invesco
3
Invesco
Georgia
$10.5M 803,667 +66,984 +9%
AAM
4
Advisors Asset Management
Colorado
$10.1M 773,389 -18,561 -2%
GC
5
Guggenheim Capital
Illinois
$9.78M 749,247 -142,441 -16%
RCM
6
Rivernorth Capital Management
Florida
$5.75M 440,247 +97,785 +29%
Cohen & Steers
7
Cohen & Steers
New York
$1.5M 114,977 – –
Bank of America
8
Bank of America
North Carolina
$1.47M 112,941 -1,630 -1%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$1.43M 109,688 +9,232 +9%
WAM
10
Wolverine Asset Management
Illinois
$1.37M 105,133 -46,948 -31%
RJA
11
Raymond James & Associates
Florida
$1.26M 96,403 +3,210 +3%
Morgan Stanley
12
Morgan Stanley
New York
$1.05M 80,637 -14,462 -15%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.03M 78,799 +3,551 +5%
Barclays
14
Barclays
United Kingdom
$898K 69,703 -1,166 -2%
Stifel Financial
15
Stifel Financial
Missouri
$798K 61,185 +61,185 New
LPL Financial
16
LPL Financial
California
$794K 60,817 -44,737 -42%
GWM
17
Greenwich Wealth Management
Connecticut
$753K 57,726 -7,390 -11%
NL
18
NWAM LLC
Washington
$713K 54,639 +54,639 New
DADC
19
D.A. Davidson & Co
Montana
$667K 51,151 -4,903 -9%
CIA
20
Capital Investment Advisors
Georgia
$557K 42,699 -330 -0.8%
KFS
21
KMS Financial Services
Washington
$541K 41,437 +1,699 +4%
DA
22
Doliver Advisors
Texas
$539K 41,336 +23,333 +130%
U
23
UBS
Switzerland
$424K 32,457 +15,511 +92%
Wells Fargo
24
Wells Fargo
California
$355K 27,178 -775 -3%
FAAS
25
First Allied Advisory Services
California
$346K 26,308 -775 -3%
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