Franklin Limited Duration Income Trust
FTF
83 hedge funds and large institutions have $80.6M invested in Franklin Limited Duration Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 26 increasing their positions, 25 reducing their positions, and 8 closing their positions.
150% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 8
15% more funds holding
Funds holding: 72 → 83 (+11)
11% more capital inflows, than outflows
Capital inflows: $11.3M | Capital outflows: $10.1M
4% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 25
0.8% more ownership
Funds ownership: 56.98% → 57.77% (+0.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$4.23M |
| 2 |
Matisse Capital
Portland,
Oregon
|
+$995K |
| 3 |
Logan Stone Capital
Chicago,
Illinois
|
+$717K |
| 4 |
Guggenheim Capital
Chicago,
Illinois
|
+$651K |
| 5 |
1607 Capital Partners
Richmond,
Virginia
|
+$608K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$5.11M |
| 2 |
Raymond James & Associates
St Petersburg,
Florida
|
-$2.62M |
| 3 |
Mariner Investment Group
Harrison,
New York
|
-$535K |
| 4 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$380K |
| 5 |
Stratos Wealth Partners
Beachwood,
Ohio
|
-$243K |
FTF Hedge Fund Activity: Q4 2022 in Review
83 of the 6,242 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2022, worth a combined $80.6M — up 1.3% from $79.6M a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new FTF positions and 8 closed out — a net gain of 12 holders — while 26 added to existing stakes and 25 trimmed.
The largest buyer was Bank of America, adding an estimated $4.23M. The largest seller was Sit Investment Associates, cutting an estimated $5.11M.
- 83 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2022, up from 72 in Q3 2022.
- Funds reported $80.6M of Franklin Limited Duration Income Trust stock for Q4 2022, up 1.3% quarter-over-quarter.
- 20 funds opened new Franklin Limited Duration Income Trust positions in Q4 2022 and 8 closed out, a net change of +12 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2022 was Bank of America, an estimated $4.23M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2022 was Sit Investment Associates, an estimated $5.11M sold.
Based on aggregated 13F filings for Q4 2022.