Franklin Limited Duration Income Trust
FTF
82 hedge funds and large institutions have $81.4M invested in Franklin Limited Duration Income Trust in 2023 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 31 increasing their positions, 22 reducing their positions, and 14 closing their positions.
41% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 22
6% more capital inflows, than outflows
Capital inflows: $14.8M | Capital outflows: $13.9M
0.47% more ownership
Funds ownership: 57.77% → 58.24% (+0.47%)
0% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 14
1% less funds holding
Funds holding: 83 → 82 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$3.98M |
| 2 |
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$2.83M |
| 3 |
Shaker Financial Services
Arlington,
Virginia
|
+$1.73M |
| 4 |
GraniteShares Advisors
New York
|
+$1.45M |
| 5 |
Morgan Stanley
New York
|
+$1.22M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Sit Investment Associates
Minneapolis,
Minnesota
|
-$6.5M |
| 2 |
Rivernorth Capital Management
West Palm Beach,
Florida
|
-$5.15M |
| 3 |
Invesco
Atlanta,
Georgia
|
-$504K |
| 4 |
UBS Group
Zurich,
Switzerland
|
-$368K |
| 5 |
1607 Capital Partners
Richmond,
Virginia
|
-$325K |
FTF Hedge Fund Activity: Q1 2023 in Review
82 of the 6,289 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q1 2023, worth a combined $81.4M — up 0.9% from $80.6M a quarter earlier.
Fund positioning in FTF was balanced in Q1 2023: 14 funds opened new positions, 14 closed out, 31 added to existing stakes and 22 trimmed.
The largest buyer was Bank of America, adding an estimated $3.98M. The largest seller was Sit Investment Associates, cutting an estimated $6.5M.
- 82 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q1 2023, down from 83 in Q4 2022.
- Funds reported $81.4M of Franklin Limited Duration Income Trust stock for Q1 2023, up 0.9% quarter-over-quarter.
- 14 funds opened new Franklin Limited Duration Income Trust positions in Q1 2023 and 14 closed out, a net change of 0 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q1 2023 was Bank of America, an estimated $3.98M added.
- The largest Franklin Limited Duration Income Trust seller in Q1 2023 was Sit Investment Associates, an estimated $6.5M sold.
Based on aggregated 13F filings for Q1 2023.