Franklin Limited Duration Income Trust
FTF
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.
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.8% less ownership
Funds ownership: 32.49% → 31.69% (-0.8%)
1% less capital invested
Capital invested by funds: $107M → $105M (-$1.22M)
2% less funds holding
Funds holding: 53 → 52 (-1)
14% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 7
32% less repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$872K |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$819K |
| 3 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$692K |
| 4 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$558K |
| 5 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$522K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.85M |
| 2 |
AQR Capital Management
Greenwich,
Connecticut
|
-$1.66M |
| 3 |
SCM
Saba Capital Management
New York
|
-$1.53M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
-$1.17M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$734K |
FTF Hedge Fund Activity: Q1 2015 in Review
52 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2015, worth a combined $105M — down 1.1% from $107M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FTF and 6 opened new positions — a net loss of 1 holder — while 22 trimmed existing stakes and 15 added.
The largest buyer was Morgan Stanley, adding an estimated $872K. The largest seller was Invesco, cutting an estimated $1.85M.
- 52 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2015, down from 53 in Q4 2014.
- Funds reported $105M of Franklin Limited Duration Income Trust stock for Q1 2015, down 1.1% quarter-over-quarter.
- 6 funds opened new Franklin Limited Duration Income Trust positions in Q1 2015 and 7 closed out, a net change of -1 holder.
- The largest Franklin Limited Duration Income Trust buyer in Q1 2015 was Morgan Stanley, an estimated $872K added.
- The largest Franklin Limited Duration Income Trust seller in Q1 2015 was Invesco, an estimated $1.85M sold.
Based on aggregated 13F filings for Q1 2015.