Franklin Limited Duration Income Trust
FTF
50 hedge funds and large institutions have $82.5M invested in Franklin Limited Duration Income Trust in 2020 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 18 reducing their positions, and 7 closing their positions.
2% more capital invested
Capital invested by funds: $81.1M → $82.5M (+$1.31M)
0.33% more ownership
Funds ownership: 42.44% → 42.77% (+0.33%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less funds holding
Funds holding: 53 → 50 (-3)
33% less repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 18
43% less first-time investments, than exits
New positions opened: 4 | Existing positions closed: 7
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.95M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
+$1.86M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$725K |
| 4 |
CWA
Capital Wealth Alliance
Scottsdale,
Arizona
|
+$384K |
| 5 |
CF
Centaurus Financial
Anaheim,
California
|
+$131K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.07M |
| 2 |
YCM
Yakira Capital Management
Westport,
Connecticut
|
-$1.06M |
| 3 |
CRC
Curi RMB Capital
Chicago,
Illinois
|
-$752K |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
-$478K |
| 5 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
-$375K |
FTF Hedge Fund Activity: Q3 2020 in Review
50 of the 4,970 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2020, worth a combined $82.5M — up 1.6% from $81.1M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of FTF and 4 opened new positions — a net loss of 3 holders — while 18 trimmed existing stakes and 12 added.
The largest buyer was Sit Investment Associates, adding an estimated $2.95M. The largest seller was Invesco, cutting an estimated $1.07M.
- 50 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2020, down from 53 in Q2 2020.
- Funds reported $82.5M of Franklin Limited Duration Income Trust stock for Q3 2020, up 1.6% quarter-over-quarter.
- 4 funds opened new Franklin Limited Duration Income Trust positions in Q3 2020 and 7 closed out, a net change of -3 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q3 2020 was Sit Investment Associates, an estimated $2.95M added.
- The largest Franklin Limited Duration Income Trust seller in Q3 2020 was Invesco, an estimated $1.07M sold.
Based on aggregated 13F filings for Q3 2020.