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PPT

Franklin Premier Income Trust

94 hedge funds and large institutions have $141M invested in Franklin Premier Income Trust in 2026 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

79% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 19

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0.9% less ownership

Funds ownership: 42.3%41.41% (-0.9%)

2% less capital invested

Capital invested by funds: $144M → $141M (-$2.69M)

12% less funds holding

Funds holding: 10794 (-13)

56% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 16

Holders
94
Holders Change
-13
Holders Change %
-12.15%
% of All Funds
1.16%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
7
Increased
34
Reduced
19
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$100M -$405K -113,068 -0.4%
1CP
2
1607 Capital Partners
Virginia
$6.2M
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$4.85M +$9.56K +2,668 +0.2%
Morgan Stanley
4
Morgan Stanley
New York
$4.02M -$986K -275,380 -20%
Invesco
5
Invesco
Georgia
$3.18M -$864K -241,265 -21%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.75M +$243K +67,945 +10%
RP
7
Riverbridge Partners
Minnesota
$2.25M +$85K +23,733 +4%
Raymond James Financial
8
Raymond James Financial
Florida
$1.63M -$15.3K -4,285 -0.9%
AAM
9
Advisors Asset Management
Colorado
$1.18M +$364K +101,680 +44%
QCIG
10
Quad-Cities Investment Group
Iowa
$877K -$46.9K -13,094 -5%
Bank of America
11
Bank of America
North Carolina
$705K -$17.3K -4,838 -2%
Osaic Holdings
12
Osaic Holdings
Arizona
$688K -$55.2K -15,412 -7%
Baird Financial Group
13
Baird Financial Group
Wisconsin
$686K +$137K +38,249 +25%
Focus Partners Wealth
14
Focus Partners Wealth
Massachusetts
$667K +$38.3K +10,678 +6%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$622K +$45K +12,558 +7%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$600K -$58.6K -16,360 -9%
POIA
17
Pin Oak Investment Advisors
Texas
$577K -$4.84K -1,350 -0.8%
UBS Group
18
UBS Group
Switzerland
$533K +$76.6K +21,385 +17%
IA
19
Intellus Advisors
Florida
$516K +$4.18K +1,168 +0.8%
LPL Financial
20
LPL Financial
California
$462K +$44.1K +12,325 +10%
Cambridge Investment Research Advisors
21
Cambridge Investment Research Advisors
Iowa
$420K +$98.9K +27,611 +30%
SRC
22
Shufro Rose & Co
New York
$415K
IWC
23
Integrated Wealth Concepts
Massachusetts
$405K +$4.47K +1,247 +1%
MML Investors Services
24
MML Investors Services
Massachusetts
$367K -$35.6K -9,937 -9%
GWM
25
Gilpin Wealth Management
Colorado
$346K +$242K +67,635 +227%

PPT Hedge Fund Activity: Q1 2026 in Review

94 of the 8,126 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2026, worth a combined $141M — down 1.9% from $144M a quarter earlier.

Sellers outnumbered buyers: 16 funds closed out of PPT and 7 opened new positions — a net loss of 9 holders — while 19 trimmed existing stakes and 34 added.

The largest buyer was Advisors Asset Management, adding an estimated $364K. The largest seller was Morgan Stanley, cutting an estimated $986K.

  • 94 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2026, down from 107 in Q4 2025.
  • Funds reported $141M of Franklin Premier Income Trust stock for Q1 2026, down 1.9% quarter-over-quarter.
  • 7 funds opened new Franklin Premier Income Trust positions in Q1 2026 and 16 closed out, a net change of -9 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2026 was Advisors Asset Management, an estimated $364K added.
  • The largest Franklin Premier Income Trust seller in Q1 2026 was Morgan Stanley, an estimated $986K sold.

Based on aggregated 13F filings for Q1 2026.