Franklin Limited Duration Income Trust
FTF
81 hedge funds and large institutions have $630M invested in Franklin Limited Duration Income Trust in 2024 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 27 increasing their positions, 24 reducing their positions, and 10 closing their positions.
627% more capital invested
Capital invested by funds: $86.6M → $630M (+$543M)
60% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 10
13% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 24
4% more funds holding
Funds holding: 78 → 81 (+3)
1.84% more ownership
Funds ownership: 32.13% → 33.97% (+1.8%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$5.35M |
| 2 |
Morgan Stanley
New York
|
+$2.66M |
| 3 |
GA
GraniteShares Advisors
New York
|
+$2.46M |
| 4 |
GC
Guggenheim Capital
Chicago,
Illinois
|
+$1.86M |
| 5 |
AAM
Advisors Asset Management
Monument,
Colorado
|
+$1.59M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Cetera Investment Advisers
Schaumburg,
Illinois
|
-$5.41M |
| 2 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
-$3.19M |
| 3 |
TJHA
Thomas J. Herzfeld Advisors
Miami Beach,
Florida
|
-$935K |
| 4 |
MC
Matisse Capital
Portland,
Oregon
|
-$818K |
| 5 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
-$548K |
FTF Hedge Fund Activity: Q4 2024 in Review
81 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Limited Duration Income Trust (FTF) for Q4 2024, worth a combined $630M — up 627% from $86.6M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new FTF positions and 10 closed out — a net gain of 6 holders — while 27 added to existing stakes and 24 trimmed.
The largest buyer was LPL Financial, adding an estimated $5.35M. The largest seller was Cetera Investment Advisers, cutting an estimated $5.41M.
- 81 institutional investors held Franklin Limited Duration Income Trust (FTF) as of Q4 2024, up from 78 in Q3 2024.
- Funds reported $630M of Franklin Limited Duration Income Trust stock for Q4 2024, up 627% quarter-over-quarter.
- 16 funds opened new Franklin Limited Duration Income Trust positions in Q4 2024 and 10 closed out, a net change of +6 holders.
- The largest Franklin Limited Duration Income Trust buyer in Q4 2024 was LPL Financial, an estimated $5.35M added.
- The largest Franklin Limited Duration Income Trust seller in Q4 2024 was Cetera Investment Advisers, an estimated $5.41M sold.
Based on aggregated 13F filings for Q4 2024.