FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

52 hedge funds and large institutions have $105M invested in Franklin Limited Duration Income Trust in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 22 reducing their positions, and 7 closing their positions.

Holders
52
Holders Change
-1
Holders Change %
-1.89%
% of All Funds
1.39%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
6
Increased
15
Reduced
22
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AA
1
AQR Arbitrage
Connecticut
$1.82M
2
Morgan Stanley
2
Morgan Stanley
New York
$1.97M
3
1CP
3
1607 Capital Partners
Virginia
$819K
4
SIA
4
Sit Investment Associates
Minnesota
$28.4M
5
RJA
5
Raymond James & Associates
Florida
$1.56M

Top Sellers

1
Invesco
1
Invesco
Georgia
$10M
2
AQR Capital Management
2
AQR Capital Management
Connecticut
$0
3
SCM
3
Saba Capital Management
New York
$13.5M
4
AAM
4
Advisors Asset Management
Colorado
$8.11M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$949K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$28.4M 2,330,111 +56,866 +3%
SCM
2
Saba Capital Management
New York
$13.5M 1,111,738 -126,075 -10%
Invesco
3
Invesco
Georgia
$10M 823,125 -151,625 -16%
RCM
4
Rivernorth Capital Management
Florida
$8.73M 717,541 +42,876 +6%
AAM
5
Advisors Asset Management
Colorado
$8.11M 666,296 -96,053 -13%
GC
6
Guggenheim Capital
Illinois
$3.24M 266,564 -32,558 -11%
Koshinski Asset Management
7
Koshinski Asset Management
Illinois
$3.03M 248,994 +10,257 +4%
FIMG
8
Financial & Investment Management Group
Michigan
$2.85M 233,976 +18,672 +9%
WAM
9
Wolverine Asset Management
Illinois
$2.02M 166,364 -3,993 -2%
Morgan Stanley
10
Morgan Stanley
New York
$1.97M 161,762 +71,666 +80%
KIM
11
Karpus Investment Management
New York
$1.9M 155,900 -1,950 -1%
AA
12
AQR Arbitrage
Connecticut
$1.82M 149,151 +149,151 New
RJA
13
Raymond James & Associates
Florida
$1.56M 127,883 +45,831 +56%
AA
14
Ancora Advisors
Ohio
– – – –
Cohen & Steers
15
Cohen & Steers
New York
$1.4M 114,977 – –
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.03M 84,557 +433 +0.5%
Citigroup
17
Citigroup
New York
$1.01M 82,993 +22,192 +36%
Commonwealth Equity Services
18
Commonwealth Equity Services
Massachusetts
$949K 77,964 -60,316 -44%
NL
19
NWAM LLC
Washington
$910K 74,750 – –
RVP
20
Relative Value Partners
Illinois
$843K 69,278 +18,287 +36%
1CP
21
1607 Capital Partners
Virginia
$819K 67,300 +67,300 New
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$752K 61,796 +3,978 +7%
GWM
23
Greenwich Wealth Management
Connecticut
$704K 57,884 -100 -0.2%
UBS Group
24
UBS Group
Switzerland
$677K 55,596 -40 -0.1%
Bank of America
25
Bank of America
North Carolina
$673K 55,337 +461 +0.8%
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