FTF

Franklin Limited Duration Income Trust
FTF

Overview Fund Activity

76 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.

Holders
76
Holders Change
-1
Holders Change %
-1.3%
% of All Funds
1.1%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
11
Increased
25
Reduced
25
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCM
1
Penserra Capital Management
California
$7.65M
2
Morgan Stanley
2
Morgan Stanley
New York
$13M
3
Pathstone Holdings
3
Pathstone Holdings
New Jersey
$11.7M
4
AAM
4
Advisors Asset Management
Colorado
$1.93M
5
EMAM
5
Encompass More Asset Management
California
$577K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$5.22M
2
Bank of America
2
Bank of America
North Carolina
$1.03M
3
1CP
3
1607 Capital Partners
Virginia
$1.84M
4
Allspring Global Investments
4
Allspring Global Investments
North Carolina
$3.54M
5
AA
5
AQR Arbitrage
Connecticut
$161K
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$13M 1,955,511 +348,270 +22%
Pathstone Holdings
2
Pathstone Holdings
New Jersey
$11.7M 1,758,725 +300,528 +21%
PCM
3
Penserra Capital Management
California
$7.65M 1,146,405 +1,146,405 New
Cetera Investment Advisers
4
Cetera Investment Advisers
Illinois
$5.78M 866,910 -21,668 -2%
Invesco
5
Invesco
Georgia
$5.37M 804,925 +69,563 +9%
SIA
6
Sit Investment Associates
Minnesota
$5.22M 782,289 -586,215 -43%
Wells Fargo
7
Wells Fargo
California
$4.25M 637,803 +64,413 +11%
Allspring Global Investments
8
Allspring Global Investments
North Carolina
$3.54M 530,991 -267,770 -34%
GC
9
Guggenheim Capital
Illinois
$3.49M 522,557 +63,697 +14%
TJHA
10
Thomas J. Herzfeld Advisors
Florida
$2.75M 412,154 -57,212 -12%
SFS
11
Shaker Financial Services
Virginia
$2.63M 394,864 -115,350 -23%
AAM
12
Advisors Asset Management
Colorado
$1.93M 289,400 +194,407 +205%
1CP
13
1607 Capital Partners
Virginia
$1.84M 275,567 -282,592 -51%
Osaic Holdings
14
Osaic Holdings
Arizona
$1.23M 184,001 -34,514 -16%
RC
15
Rareview Capital
Nevada
$1.17M 175,144 +47,377 +37%
Bank of America
16
Bank of America
North Carolina
$1.03M 154,481 -327,583 -68%
UBS Group
17
UBS Group
Switzerland
$950K 142,475 -13,701 -9%
NA
18
NewEdge Advisors
Louisiana
$891K 133,554 -6,875 -5%
YCM
19
Yakira Capital Management
Connecticut
$886K 132,784 -155,544 -54%
MC
20
Matisse Capital
Oregon
$818K 122,579 -96,818 -44%
RJA
21
Raymond James & Associates
Florida
$775K 116,146 -4,785 -4%
PAG
22
Private Advisor Group
New Jersey
$618K 92,670 -6,233 -6%
Baird Financial Group
23
Baird Financial Group
Wisconsin
$593K 88,853 +4,064 +5%
COLIM
24
City of London Investment Management
United Kingdom
$584K 87,500 -7,500 -8%
EMAM
25
Encompass More Asset Management
California
$577K 86,576 +86,576 New
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