Franklin Limited Duration Income Trust
FTF
58 hedge funds and large institutions have $96.2M invested in Franklin Limited Duration Income Trust in 2018 Q4 according to their latest regulatory filings, with 15 funds opening new positions, 19 increasing their positions, 16 reducing their positions, and 13 closing their positions.
128% more capital invested
Capital invested by funds: $42.1M → $96.2M (+$54.1M)
28.7% more ownership
Funds ownership: 18.46% → 47.15% (+29%)
19% more repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 16
15% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 13
2% more funds holding
Funds holding: 57 → 58 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$43.4M |
| 2 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
+$10.4M |
| 3 |
FFG
Ford Financial Group
Fresno,
California
|
+$1.32M |
| 4 |
Morgan Stanley
New York
|
+$1.13M |
| 5 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.07M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$550K |
| 2 |
COLIM
City of London Investment Management
London,
United Kingdom
|
-$445K |
| 3 |
Millennium Management
New York
|
-$438K |
| 4 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$361K |
| 5 |
Stifel Financial
St. Louis,
Missouri
|
-$302K |
FTF Hedge Fund Activity: Q4 2018 in Review
58 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2018, worth a combined $96.2M — up 128% from $42.1M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new FTF positions and 13 closed out — a net gain of 2 holders — while 19 added to existing stakes and 16 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $43.4M. The largest seller was Guggenheim Capital, cutting an estimated $550K.
- 58 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2018, up from 57 in Q3 2018.
- Funds reported $96.2M of Franklin Limited Duration Income Trust stock for Q4 2018, up 128% quarter-over-quarter.
- 15 funds opened new Franklin Limited Duration Income Trust positions in Q4 2018 and 13 closed out, a net change of +2 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2018 was Sit Investment Associates, an estimated $43.4M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2018 was Guggenheim Capital, an estimated $550K sold.
Based on aggregated 13F filings for Q4 2018.