FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

65 hedge funds and large institutions have $70.6M invested in Franklin Limited Duration Income Trust in 2020 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
65
Holders Change
+10
Holders Change %
+18.18%
% of All Funds
1.44%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
16
Increased
19
Reduced
21
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MC
Matisse Capital
Oregon
$2.61M
2
CRC
Curi RMB Capital
Illinois
$1.32M
3
PPA
Parametric Portfolio Associates
Washington
$529K
4
OPS
Orion Portfolio Solutions
Nebraska
$497K
5
RJA
Raymond James & Associates
Florida
$2.72M

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
$33.2M
2
UBS Group
UBS Group
Switzerland
$719K
3
BCI
Brinker Capital Investments
Pennsylvania
$2.19M
4
Morgan Stanley
Morgan Stanley
New York
$994K
5
HF
HRT Financial
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$33.2M -$3.53M -450,119 -10%
Invesco
2
Invesco
Georgia
$3.55M +$154K +19,612 +5%
Osaic Holdings
3
Osaic Holdings
Arizona
$3.05M +$3.05M +391,469 New
RJA
4
Raymond James & Associates
Florida
$2.72M +$452K +57,648 +20%
MC
5
Matisse Capital
Oregon
$2.61M +$2.61M +332,174 New
BCI
6
Brinker Capital Investments
Pennsylvania
$2.19M -$604K -76,917 -22%
GC
7
Guggenheim Capital
Illinois
$1.83M +$92.1K +11,727 +5%
LPL Financial
8
LPL Financial
California
$1.66M +$130K +16,623 +9%
Cohen & Steers
9
Cohen & Steers
New York
$1.64M – – –
RJFSA
10
Raymond James Financial Services Advisors
Florida
$1.54M +$321K +40,847 +26%
CRC
11
Curi RMB Capital
Illinois
$1.32M +$1.32M +168,242 New
FFG
12
Ford Financial Group
California
$1.08M -$13.9K -1,767 -1%
Morgan Stanley
13
Morgan Stanley
New York
$994K -$342K -43,622 -26%
YCM
14
Yakira Capital Management
Connecticut
$987K +$220K +27,993 +29%
MAFM
15
Mid Atlantic Financial Management
Pennsylvania
$944K -$20.2K -2,573 -2%
Wells Fargo
16
Wells Fargo
California
$750K -$36K -4,587 -5%
UBS Group
17
UBS Group
Switzerland
$719K -$690K -87,842 -49%
Bank of America
18
Bank of America
North Carolina
$717K +$106K +13,489 +17%
NFG
19
Next Financial Group
Texas
$612K +$9.56K +1,219 +2%
9WM
20
9258 Wealth Management
Ohio
$577K -$82.5K -10,529 -13%
SFS
21
Shaker Financial Services
Virginia
$560K -$33.9K -4,318 -6%
CF
22
Centaurus Financial
California
$553K -$124K -15,774 -18%
PPA
23
Parametric Portfolio Associates
Washington
$529K +$529K +67,388 New
OPS
24
Orion Portfolio Solutions
Nebraska
$497K +$497K +63,270 New
FAAS
25
First Allied Advisory Services
California
$442K +$115K +14,649 +35%
1
2 3