Franklin Limited Duration Income Trust
FTF
58 hedge funds and large institutions have $79.2M invested in Franklin Limited Duration Income Trust in 2021 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 16 increasing their positions, 19 reducing their positions, and 8 closing their positions.
25% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 8
4% more funds holding
Funds holding: 56 → 58 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.45% less ownership
Funds ownership: 45.59% → 38.14% (-7.5%)
16% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 19
90% less capital inflows, than outflows
Capital inflows: $1.68M | Capital outflows: $17.5M
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
+$349K |
| 2 |
Sowell Financial Services
North Little Rock,
Arkansas
|
+$264K |
| 3 |
Wedbush Securities
Los Angeles,
California
|
+$202K |
| 4 |
Shorepoint Capital Partners
Norwood,
Massachusetts
|
+$187K |
| 5 |
StoneX Group
New York
|
+$134K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$9.06M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.9M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$943K |
| 4 |
LPL Financial
San Diego,
California
|
-$937K |
| 5 |
Citigroup
New York
|
-$768K |
FTF Hedge Fund Activity: Q1 2021 in Review
58 of the 5,713 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2021, worth a combined $79.2M — down 18% from $97.1M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new FTF positions and 8 closed out — a net gain of 2 holders — while 16 added to existing stakes and 19 trimmed.
The largest buyer was MML Investors Services, adding an estimated $349K. The largest seller was Sit Investment Associates, cutting an estimated $9.06M.
- 58 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2021, up from 56 in Q4 2020.
- Funds reported $79.2M of Franklin Limited Duration Income Trust stock for Q1 2021, down 18% quarter-over-quarter.
- 10 funds opened new Franklin Limited Duration Income Trust positions in Q1 2021 and 8 closed out, a net change of +2 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q1 2021 was MML Investors Services, an estimated $349K added.
- The largest Franklin Limited Duration Income Trust seller in Q1 2021 was Sit Investment Associates, an estimated $9.06M sold.
Based on aggregated 13F filings for Q1 2021.