Franklin Limited Duration Income Trust
FTF
66 hedge funds and large institutions have $70.7M invested in Franklin Limited Duration Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 19 increasing their positions, 21 reducing their positions, and 4 closing their positions.
325% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 4
18% more funds holding
Funds holding: 56 → 66 (+10)
1.38% more ownership
Funds ownership: 39.39% → 40.77% (+1.4%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
10% less repeat investments, than reductions
Existing positions increased: 19 | Existing positions reduced: 21
17% less capital invested
Capital invested by funds: $85.3M → $70.7M (-$14.7M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MC
Matisse Capital
Portland,
Oregon
|
+$2.98M |
| 2 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
+$1.51M |
| 3 |
PPA
Parametric Portfolio Associates
Seattle,
Washington
|
+$605K |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$568K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$517K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$4.04M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$788K |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$690K |
| 4 |
Morgan Stanley
New York
|
-$392K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
-$142K |
FTF Hedge Fund Activity: Q1 2020 in Review
66 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2020, worth a combined $70.7M — down 17% from $85.3M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new FTF positions and 4 closed out — a net gain of 13 holders — while 19 added to existing stakes and 21 trimmed.
The largest buyer was Matisse Capital, opening a new position worth an estimated $2.98M. The largest seller was Sit Investment Associates, cutting an estimated $4.04M.
- 66 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2020, up from 56 in Q4 2019.
- Funds reported $70.7M of Franklin Limited Duration Income Trust stock for Q1 2020, down 17% quarter-over-quarter.
- 17 funds opened new Franklin Limited Duration Income Trust positions in Q1 2020 and 4 closed out, a net change of +13 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q1 2020 was Matisse Capital, an estimated $2.98M added.
- The largest Franklin Limited Duration Income Trust seller in Q1 2020 was Sit Investment Associates, an estimated $4.04M sold.
Based on aggregated 13F filings for Q1 2020.