Franklin Limited Duration Income Trust
FTF
78 hedge funds and large institutions have $86.6M invested in Franklin Limited Duration Income Trust in 2024 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 12 closing their positions.
3% more capital invested
Capital invested by funds: $84.3M → $86.6M (+$2.28M)
0% more repeat investments, than reductions
Existing positions increased: 25 | Existing positions reduced: 25
0.78% less ownership
Funds ownership: 32.91% → 32.13% (-0.78%)
8% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 12
1% less funds holding
Funds holding: 79 → 78 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCM
Penserra Capital Management
Orinda,
California
|
+$7.57M |
| 2 |
Morgan Stanley
New York
|
+$2.3M |
| 3 |
Pathstone Holdings
Englewood,
New Jersey
|
+$1.98M |
| 4 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.28M |
| 5 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$572K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.87M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$2.16M |
| 3 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$1.87M |
| 4 |
Allspring Global Investments
Charlotte,
North Carolina
|
-$1.77M |
| 5 |
AA
AQR Arbitrage
Greenwich,
Connecticut
|
-$1.32M |
FTF Hedge Fund Activity: Q3 2024 in Review
78 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q3 2024, worth a combined $86.6M — up 2.7% from $84.3M a quarter earlier.
Sellers outnumbered buyers: 12 funds closed out of FTF and 11 opened new positions — a net loss of 1 holder — while 25 trimmed existing stakes and 25 added.
The largest buyer was Penserra Capital Management, opening a new position worth an estimated $7.57M. The largest seller was Sit Investment Associates, cutting an estimated $3.87M.
- 78 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q3 2024, down from 79 in Q2 2024.
- Funds reported $86.6M of Franklin Limited Duration Income Trust stock for Q3 2024, up 2.7% quarter-over-quarter.
- 11 funds opened new Franklin Limited Duration Income Trust positions in Q3 2024 and 12 closed out, a net change of -1 holder.
- The largest Franklin Limited Duration Income Trust buyer in Q3 2024 was Penserra Capital Management, an estimated $7.57M added.
- The largest Franklin Limited Duration Income Trust seller in Q3 2024 was Sit Investment Associates, an estimated $3.87M sold.
Based on aggregated 13F filings for Q3 2024.