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FTF

Franklin Limited Duration Income Trust

48 hedge funds and large institutions have $53.8M invested in Franklin Limited Duration Income Trust in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 12 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

2% more funds holding

Funds holding: 4748 (+1)

1.03% less ownership

Funds ownership: 22.34%21.31% (-1%)

10% less capital invested

Capital invested by funds: $59.7M → $53.8M (-$5.94M)

40% less repeat investments, than reductions

Existing positions increased: 12 | Existing positions reduced: 20

Holders
48
Holders Change
+1
Holders Change %
+2.13%
% of All Funds
1.1%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
5
Increased
12
Reduced
20
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$12M -$5.03M -438,240 -29%
Invesco
2
Invesco
Georgia
$6.19M -$379K -32,990 -6%
BCI
3
Brinker Capital Investments
Pennsylvania
$5.5M +$406K +35,335 +8%
GC
4
Guggenheim Capital
Illinois
$4.09M +$679K +59,100 +19%
Cohen & Steers
5
Cohen & Steers
New York
$3.12M -$860K -74,844 -21%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$2.47M +$394K +34,315 +18%
LCM
7
Laurion Capital Management
New York
$2.27M +$2.34M +203,672 New
RJA
8
Raymond James & Associates
Florida
$2.07M -$388K -33,779 -15%
Koshinski Asset Management
9
Koshinski Asset Management
Illinois
$1.68M +$398K +34,600 +30%
Morgan Stanley
10
Morgan Stanley
New York
$1.57M -$265K -23,037 -14%
Bank of America
11
Bank of America
North Carolina
$1.57M -$112K -9,775 -7%
AG
12
Advisor Group
Arizona
$1.46M -$28.8K -2,505 -2%
First Trust Advisors
13
First Trust Advisors
Illinois
$1.29M -$109K -9,520 -8%
FFG
14
Ford Financial Group
California
$914K +$256K +22,300 +37%
NL
15
NWAM LLC
Washington
$658K -$107K -9,324 -14%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$576K -$3.37K -293 -0.6%
SG Americas Securities
17
SG Americas Securities
New York
$564K +$580K +50,466 New
RJFSA
18
Raymond James Financial Services Advisors
Florida
$546K +$562K +48,900 New
Wells Fargo
19
Wells Fargo
California
$528K -$942K -81,978 -63%
LPL Financial
20
LPL Financial
California
$421K +$21.1K +1,834 +5%
SWP
21
Stratos Wealth Partners
Ohio
$377K +$342K +29,757 +742%
GWM
22
Greenwich Wealth Management
Connecticut
$369K -$5.74K -500 -1%
SWM
23
SeaCrest Wealth Management
New York
$360K -$14.2K -1,237 -4%
Stifel Financial
24
Stifel Financial
Missouri
$351K +$238K +20,673 +191%
DADC
25
D.A. Davidson & Co
Montana
$348K

FTF Hedge Fund Activity: Q1 2018 in Review

48 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2018, worth a combined $53.8M — down 9.9% from $59.7M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new FTF positions and 4 closed out — a net gain of 1 holder — while 12 added to existing stakes and 20 trimmed.

The largest buyer was Laurion Capital Management, opening a new position worth an estimated $2.34M. The largest seller was Sit Investment Associates, cutting an estimated $5.03M.

  • 48 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2018, up from 47 in Q4 2017.
  • Funds reported $53.8M of Franklin Limited Duration Income Trust stock for Q1 2018, down 9.9% quarter-over-quarter.
  • 5 funds opened new Franklin Limited Duration Income Trust positions in Q1 2018 and 4 closed out, a net change of +1 holder.
  • The largest Franklin Limited Duration Income Trust buyer in Q1 2018 was Laurion Capital Management, an estimated $2.34M added.
  • The largest Franklin Limited Duration Income Trust seller in Q1 2018 was Sit Investment Associates, an estimated $5.03M sold.

Based on aggregated 13F filings for Q1 2018.