FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

72 hedge funds and large institutions have $95.4M invested in Franklin Limited Duration Income Trust in 2023 Q4 according to their latest regulatory filings, with 8 funds opening new positions, 31 increasing their positions, 18 reducing their positions, and 10 closing their positions.

Holders
72
Holders Change
-3
Holders Change %
-4%
% of All Funds
1.06%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
31
Reduced
18
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$14.2M
2
CCP
2
Clough Capital Partners
Massachusetts
$1.54M
3
Wells Fargo
3
Wells Fargo
California
$1.23M
4
COLIM
4
City of London Investment Management
United Kingdom
$3.4M
5
QL
5
Quarry LP
New York
$641K

Top Sellers

1
GA
1
GraniteShares Advisors
New York
$0
2
SCM
2
Saba Capital Management
New York
$0
3
Lazard Asset Management
3
Lazard Asset Management
New York
$0
4
Bank of America
4
Bank of America
North Carolina
$3.12M
5
Cetera Investment Advisers
5
Cetera Investment Advisers
Illinois
$5.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$14.2M 2,285,970 +578,903 +34%
SIA
2
Sit Investment Associates
Minnesota
$12.7M 2,046,441 +23,909 +1%
Cetera Investment Advisers
3
Cetera Investment Advisers
Illinois
$5.7M 916,158 -85,667 -9%
Pathstone Holdings
4
Pathstone Holdings
New Jersey
$5.56M 894,641 +894,641 New
1CP
5
1607 Capital Partners
Virginia
$5.52M 888,067 +59,700 +7%
TJHA
6
Thomas J. Herzfeld Advisors
Florida
$4.74M 762,008 -46,619 -6%
Osaic Holdings
7
Osaic Holdings
Arizona
$4.35M 699,024 -36,769 -5%
Invesco
8
Invesco
Georgia
$3.88M 623,436 +90,119 +17%
COLIM
9
City of London Investment Management
United Kingdom
$3.4M 547,113 +120,000 +28%
Bank of America
10
Bank of America
North Carolina
$3.12M 502,074 -94,626 -16%
BCI
11
Brinker Capital Investments
Pennsylvania
$2.98M 461,296 +4,198 +0.9%
OPS
12
Orion Portfolio Solutions
Nebraska
$2.98M 461,296 +4,198 +0.9%
AA
13
AQR Arbitrage
Connecticut
$2.62M 421,673 +44,687 +12%
GC
14
Guggenheim Capital
Illinois
$1.99M 320,280 -33,419 -9%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$1.86M 299,194 +92,363 +45%
YCM
16
Yakira Capital Management
Connecticut
$1.86M 299,123 – –
SFS
17
Shaker Financial Services
Virginia
$1.59M 254,920 -43,748 -15%
CCP
18
Clough Capital Partners
Massachusetts
$1.54M 246,900 +246,900 New
Wells Fargo
19
Wells Fargo
California
$1.23M 197,619 +161,618 +449%
UBS Group
20
UBS Group
Switzerland
$1.14M 183,614 +23,793 +15%
MC
21
Matisse Capital
Oregon
$993K 159,668 – –
Koshinski Asset Management
22
Koshinski Asset Management
Illinois
$968K 155,606 +59,491 +62%
NA
23
NewEdge Advisors
Louisiana
$966K 155,329 +12,499 +9%
BRWA
24
B. Riley Wealth Advisors
Florida
$871K 140,100 +31 +0%
RC
25
Rareview Capital
Nevada
$836K 134,466 +134,466 New
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