Franklin Limited Duration Income Trust
FTF
56 hedge funds and large institutions have $85.3M invested in Franklin Limited Duration Income Trust in 2019 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 18 increasing their positions, 17 reducing their positions, and 5 closing their positions.
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
8% more funds holding
Funds holding: 52 → 56 (+4)
6% more repeat investments, than reductions
Existing positions increased: 18 | Existing positions reduced: 17
4% more capital invested
Capital invested by funds: $82M → $85.3M (+$3.4M)
0.43% more ownership
Funds ownership: 38.95% → 39.39% (+0.43%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.21M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$2.17M |
| 3 |
LPL Financial
San Diego,
California
|
+$1.22M |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
+$718K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$217K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RCM
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.07M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$694K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$319K |
| 4 |
Invesco
Atlanta,
Georgia
|
-$300K |
| 5 |
Cohen & Steers
New York
|
-$142K |
FTF Hedge Fund Activity: Q4 2019 in Review
56 of the 5,092 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2019, worth a combined $85.3M — up 4.1% from $82M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTF positions and 5 closed out — a net gain of 5 holders — while 18 added to existing stakes and 17 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $2.21M. The largest seller was Rivernorth Capital Management, exiting entirely with an estimated $5.07M sold.
- 56 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2019, up from 52 in Q3 2019.
- Funds reported $85.3M of Franklin Limited Duration Income Trust stock for Q4 2019, up 4.1% quarter-over-quarter.
- 10 funds opened new Franklin Limited Duration Income Trust positions in Q4 2019 and 5 closed out, a net change of +5 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2019 was Sit Investment Associates, an estimated $2.21M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2019 was Rivernorth Capital Management, an estimated $5.07M sold.
Based on aggregated 13F filings for Q4 2019.