FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

77 hedge funds and large institutions have $84.3M invested in Franklin Limited Duration Income Trust in 2024 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 29 increasing their positions, 31 reducing their positions, and 6 closing their positions.

Holders
77
Holders Change
-2
Holders Change %
-2.53%
% of All Funds
1.12%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
7
Increased
29
Reduced
31
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Allspring Global Investments
1
Allspring Global Investments
North Carolina
$5.06M
2
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$9.24M
3
Morgan Stanley
3
Morgan Stanley
New York
$10.2M
4
GC
4
Guggenheim Capital
Illinois
$2.91M
5
AAM
5
Advisors Asset Management
Colorado
$602K

Top Sellers

1
COLIM
1
City of London Investment Management
United Kingdom
$602K
2
SIA
2
Sit Investment Associates
Minnesota
$8.68M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$1.39M
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
OPS
5
Orion Portfolio Solutions
Nebraska
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$10.2M 1,607,241 +372,553 +30%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$9.24M 1,458,197 +467,089 +47%
SIA
3
Sit Investment Associates
Minnesota
$8.68M 1,368,504 -567,783 -29%
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.63M 888,578 -51,020 -5%
Allspring Global Investments
5
Allspring Global Investments
North Carolina
$5.06M 798,761 +798,761 New
Invesco
6
Invesco
Georgia
$4.66M 735,362 +49,555 +7%
Wells Fargo
7
Wells Fargo
California
$3.64M 573,390 +44,864 +8%
1CP
8
1607 Capital Partners
Virginia
$3.54M 558,159 +31,892 +6%
SFS
9
Shaker Financial Services
Virginia
$3.23M 510,214 -8,569 -2%
Bank of America
10
Bank of America
North Carolina
$3.06M 482,064 -44,699 -8%
TJHA
11
Thomas J. Herzfeld Advisors
Florida
$2.98M 469,366 -80,533 -15%
GC
12
Guggenheim Capital
Illinois
$2.91M 458,860 +112,469 +32%
YCM
13
Yakira Capital Management
Connecticut
$1.83M 288,328 – –
AA
14
AQR Arbitrage
Connecticut
$1.42M 223,791 -141,904 -39%
MC
15
Matisse Capital
Oregon
$1.39M 219,397 – –
Osaic Holdings
16
Osaic Holdings
Arizona
$1.39M 218,515 -480,051 -69%
LCM
17
Landscape Capital Management
New Jersey
$1.23M 194,761 +26,659 +16%
UBS Group
18
UBS Group
Switzerland
$990K 156,176 -42,856 -22%
NA
19
NewEdge Advisors
Louisiana
$890K 140,429 -2,100 -1%
BRWA
20
B. Riley Wealth Advisors
Florida
$857K 135,167 -4,902 -3%
RC
21
Rareview Capital
Nevada
$810K 127,767 +1,286 +1%
RJA
22
Raymond James & Associates
Florida
$767K 120,931 +77,558 +179%
PAG
23
Private Advisor Group
New Jersey
$627K 98,903 +1,311 +1%
COLIM
24
City of London Investment Management
United Kingdom
$602K 95,000 -696,267 -88%
AAM
25
Advisors Asset Management
Colorado
$602K 94,993 +94,993 New
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