Franklin Limited Duration Income Trust
FTF
59 hedge funds and large institutions have $34.5M invested in Franklin Limited Duration Income Trust in 2021 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 20 increasing their positions, 18 reducing their positions, and 7 closing their positions.
71% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 7
11% more repeat investments, than reductions
Existing positions increased: 20 | Existing positions reduced: 18
7% more funds holding
Funds holding: 55 → 59 (+4)
2.34% less ownership
Funds ownership: 19.41% → 17.07% (-2.3%)
14% less capital invested
Capital invested by funds: $40M → $34.5M (-$5.45M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJA
Raymond James & Associates
St Petersburg,
Florida
|
+$1.7M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$1.55M |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$702K |
| 4 |
Invesco
Atlanta,
Georgia
|
+$661K |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$428K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$7.5M |
| 2 |
Koshinski Asset Management
Decatur,
Illinois
|
-$1.83M |
| 3 |
TSS
Two Sigma Securities
New York
|
-$191K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$146K |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$102K |
FTF Hedge Fund Activity: Q4 2021 in Review
59 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2021, worth a combined $34.5M — down 14% from $40M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new FTF positions and 7 closed out — a net gain of 5 holders — while 20 added to existing stakes and 18 trimmed.
The largest buyer was Raymond James & Associates, adding an estimated $1.7M. The largest seller was Sit Investment Associates, cutting an estimated $7.5M.
- 59 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2021, up from 55 in Q3 2021.
- Funds reported $34.5M of Franklin Limited Duration Income Trust stock for Q4 2021, down 14% quarter-over-quarter.
- 12 funds opened new Franklin Limited Duration Income Trust positions in Q4 2021 and 7 closed out, a net change of +5 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2021 was Raymond James & Associates, an estimated $1.7M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2021 was Sit Investment Associates, an estimated $7.5M sold.
Based on aggregated 13F filings for Q4 2021.