PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $204M invested in Putnam Premier Income Trust in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
24
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$36.5M
2
EVM
2
Eaton Vance Management
Massachusetts
$7.06M
3
RVP
3
Relative Value Partners
Illinois
$31.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.32M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$30.9M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.2M
3
RCM
3
Rivernorth Capital Management
Florida
$12.9M
4
Bank of America
4
Bank of America
North Carolina
$1.65M
5
RC
5
Roundview Capital
New Jersey
$491K
Name Holding Trade Value Shares
Change 		Shares
Change %
GEM
26
Global Endowment Management
North Carolina
$630K – – –
RJA
27
Raymond James & Associates
Florida
$615K +$615K +117,076 New
SFS
28
Shaker Financial Services
Virginia
$592K +$592K +112,765 New
IAMOG
29
Investors Asset Management of Georgia
Georgia
$541K +$541K +103,038 New
CHAM
30
Clear Harbor Asset Management
Connecticut
$536K +$124K +23,685 +30%
PIA
31
Peachtree Investment Advisors
Georgia
$494K – – –
RC
32
Roundview Capital
New Jersey
$491K -$513K -97,702 -51%
CIA
33
Capital Investment Advisors
Georgia
$476K +$10.8K +2,060 +2%
SMC
34
Smith, Moore & Co
Missouri
$472K -$9.44K -1,800 -2%
PVWM
35
Point View Wealth Management
New Jersey
$436K +$2.95K +562 +0.7%
LCM
36
Landscape Capital Management
New Jersey
$393K +$164K +31,276 +72%
MFS
37
MSI Financial Services
Massachusetts
$388K +$26.2K +4,987 +7%
SFM
38
Signet Financial Management
New Jersey
$372K +$372K +70,942 New
GHAM
39
Gilman Hill Asset Management
Connecticut
$340K -$1.31K -250 -0.4%
PAM
40
Peak Asset Management
Colorado
$272K +$272K +51,750 New
ICAS
41
Investors Capital Advisory Services
Massachusetts
$212K +$460 +88 +0.2%
FAAS
42
First Allied Advisory Services
California
$204K -$20.3K -3,850 -9%
DA
43
Doliver Advisors
Texas
$186K +$95.7K +18,248 +106%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$175K +$60.5K +11,503 +53%
RJT
45
Raymond James Trust
Florida
$153K +$31.5K +6,000 +26%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$139K -$231 -44 -0.2%
US Bancorp
47
US Bancorp
Minnesota
$139K – – –
CS
48
Credit Suisse
Switzerland
$131K – – –
GC
49
Guggenheim Capital
Illinois
$124K -$233K -44,447 -65%
Goldman Sachs
50
Goldman Sachs
New York
$122K -$114K -21,606 -48%
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