FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

75 hedge funds and large institutions have $83.9M invested in Franklin Limited Duration Income Trust in 2023 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 27 increasing their positions, 25 reducing their positions, and 5 closing their positions.

Holders
75
Holders Change
+1
Holders Change %
+1.35%
% of All Funds
1.2%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
27
Reduced
25
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.4M
2
COLIM
2
City of London Investment Management
United Kingdom
$2.6M
3
API
3
Advisor Partners II
California
$1.34M
4
AA
4
AQR Arbitrage
Connecticut
$2.3M
5
SCM
5
Saba Capital Management
New York
$1.12M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$3.63M
2
OPS
2
Orion Portfolio Solutions
Nebraska
$2.78M
3
BCI
3
Brinker Capital Investments
Pennsylvania
$2.78M
4
WAM
4
Wolverine Asset Management
Illinois
$46.2K
5
SFS
5
Shaker Financial Services
Virginia
$1.82M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$12.3M – – –
Morgan Stanley
2
Morgan Stanley
New York
$10.4M +$3.58M +588,168 +53%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$6.1M -$266K -43,687 -4%
1CP
4
1607 Capital Partners
Virginia
$5.04M – – –
TJHA
5
Thomas J. Herzfeld Advisors
Florida
$4.92M +$385K +63,202 +8%
Osaic Holdings
6
Osaic Holdings
Arizona
$4.48M +$541K +88,769 +14%
Bank of America
7
Bank of America
North Carolina
$3.63M -$4.97M -815,316 -58%
Invesco
8
Invesco
Georgia
$3.25M -$755 -124 -0%
OPS
9
Orion Portfolio Solutions
Nebraska
$2.78M -$3.14M -515,556 -53%
BCI
10
Brinker Capital Investments
Pennsylvania
$2.78M -$3.14M -515,556 -53%
COLIM
11
City of London Investment Management
United Kingdom
$2.6M +$2.6M +427,113 New
AA
12
AQR Arbitrage
Connecticut
$2.3M +$591K +97,092 +35%
GC
13
Guggenheim Capital
Illinois
$2.15M -$334K -54,916 -13%
YCM
14
Yakira Capital Management
Connecticut
$1.82M – – –
SFS
15
Shaker Financial Services
Virginia
$1.82M -$604K -99,124 -25%
GA
16
GraniteShares Advisors
New York
$1.43M +$55K +9,028 +4%
API
17
Advisor Partners II
California
$1.34M +$1.34M +220,158 New
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$1.26M +$368K +60,373 +41%
SCM
19
Saba Capital Management
New York
$1.12M +$554K +90,894 +97%
UBS Group
20
UBS Group
Switzerland
$973K +$54.6K +8,958 +6%
MC
21
Matisse Capital
Oregon
$972K – – –
NA
22
NewEdge Advisors
Louisiana
$870K -$157K -25,800 -15%
BRWA
23
B. Riley Wealth Advisors
Florida
$853K +$305K +50,030 +56%
Lazard Asset Management
24
Lazard Asset Management
New York
$675K -$370K – –
Koshinski Asset Management
25
Koshinski Asset Management
Illinois
$585K +$225 +37 +0%
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