FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

55 hedge funds and large institutions have $95.3M invested in Franklin Limited Duration Income Trust in 2014 Q2 according to their latest regulatory filings, with 6 funds opening new positions, 28 increasing their positions, 14 reducing their positions, and 1 closing their positions.

Holders
55
Holders Change
+5
Holders Change %
+10%
% of All Funds
1.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
28
Reduced
14
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AAM
1
Advisors Asset Management
Colorado
$11.9M
2
SIA
2
Sit Investment Associates
Minnesota
$20.1M
3
EML
3
Eos Management LP
New York
$1.62M
4
RCM
4
Rivernorth Capital Management
Florida
$6.92M
5
Invesco
5
Invesco
Georgia
$11.6M

Top Sellers

1
GC
1
Guggenheim Capital
Illinois
$6.44M
2
DA
2
Doliver Advisors
Texas
$182K
3
WAM
3
Wolverine Asset Management
Illinois
$1.15M
4
PPA
4
Parametric Portfolio Associates
Washington
$0
5
LPL Financial
5
LPL Financial
California
$711K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$20.1M 1,537,370 +129,012 +9%
SCM
2
Saba Capital Management
New York
$14M 1,069,937 +45,035 +4%
AAM
3
Advisors Asset Management
Colorado
$11.9M 909,229 +135,840 +18%
Invesco
4
Invesco
Georgia
$11.6M 886,411 +82,744 +10%
RCM
5
Rivernorth Capital Management
Florida
$6.92M 528,677 +88,430 +20%
GC
6
Guggenheim Capital
Illinois
$6.44M 491,996 -257,251 -34%
EML
7
Eos Management LP
New York
$1.62M 123,644 +123,644 New
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.57M 120,230 +10,542 +10%
Cohen & Steers
9
Cohen & Steers
New York
$1.5M 114,977 – –
Bank of America
10
Bank of America
North Carolina
$1.46M 111,943 -998 -0.9%
RJA
11
Raymond James & Associates
Florida
$1.42M 108,877 +12,474 +13%
WAM
12
Wolverine Asset Management
Illinois
$1.15M 88,110 -17,023 -16%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.12M 85,603 +6,804 +9%
NL
14
NWAM LLC
Washington
$1.06M 81,274 +26,635 +49%
Morgan Stanley
15
Morgan Stanley
New York
$1.04M 79,556 -1,081 -1%
Barclays
16
Barclays
United Kingdom
$913K 70,807 +1,104 +2%
Stifel Financial
17
Stifel Financial
Missouri
$809K 61,863 +678 +1%
GWM
18
Greenwich Wealth Management
Connecticut
$788K 60,234 +2,508 +4%
LPL Financial
19
LPL Financial
California
$711K 54,365 -6,452 -11%
DADC
20
D.A. Davidson & Co
Montana
$699K 53,472 +2,321 +5%
AQR Capital Management
21
AQR Capital Management
Connecticut
$685K 52,398 +52,398 New
TC
22
TFS Capital
Pennsylvania
$564K 43,126 +29,224 +210%
SG Americas Securities
23
SG Americas Securities
New York
$562K 42,959 +22,531 +110%
CIA
24
Capital Investment Advisors
Georgia
$551K 42,099 -600 -1%
KFS
25
KMS Financial Services
Washington
$543K 41,485 +48 +0.1%
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