PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

106 hedge funds and large institutions have $90.4M invested in Putnam Premier Income Trust in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
2.41%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
29
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
$24.6M
2
UBS Group
UBS Group
Switzerland
$3.13M
3
Wells Fargo
Wells Fargo
California
$11.3M
4
SRC
Shufro Rose & Co
New York
$849K
5
Bank of America
Bank of America
North Carolina
$4.85M

Top Sellers

1
LCM
Laurion Capital Management
New York
$0
2
Invesco
Invesco
Georgia
$4.5M
3
MML Investors Services
MML Investors Services
Massachusetts
$1.27M
4
VF
Virtu Financial
New York
$0
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
DA
26
Doliver Advisors
Texas
$351K -$151K -28,282 -30%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$331K -$971 -182 -0.3%
LPL Financial
28
LPL Financial
California
$323K +$85.3K +16,007 +36%
Squarepoint
29
Squarepoint
New York
$310K +$310K +58,187 New
Deutsche Bank
30
Deutsche Bank
Germany
$309K – – –
HK
31
Horizon Kinetics
New York
$288K -$281K -52,601 -49%
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$273K – – –
HighTower Advisors
33
HighTower Advisors
Illinois
$263K +$2.57K +486 +1%
BA
34
Ballew Advisors
Mississippi
$263K +$263K +49,304 New
BRWA
35
B. Riley Wealth Advisors
Florida
$261K +$56.1K +10,529 +27%
WAM
36
Weiss Asset Management
Massachusetts
$261K +$261K +48,929 New
PPA
37
Parametric Portfolio Associates
Washington
$260K +$169K +31,813 +187%
BWM
38
BerganKDV Wealth Management
Minnesota
$246K +$145K +27,169 +143%
OIA
39
OneDigital Investment Advisors
Kansas
$245K +$245K +46,000 New
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$244K +$244K +45,769 New
RJT
41
Raymond James Trust
Florida
$224K -$4.8K -900 -2%
SMH
42
Sanders Morris Harris
Texas
$213K – – –
DWM
43
Doyle Wealth Management
Florida
$213K +$3.1K +582 +1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$210K +$6.91K +1,299 +3%
LCM
45
Landscape Capital Management
New Jersey
$201K +$201K +37,753 New
BF
46
BOK Financial
Oklahoma
$194K +$194K +36,310 New
FAAS
47
First Allied Advisory Services
California
$190K +$670 +127 +0.4%
PA
48
Pinnacle Associates
New York
$174K +$40K +7,500 +30%
WS
49
Wedbush Securities
California
$157K +$5.36K +1,005 +4%
WC
50
Whitney & Co
New York
$153K -$60.1K -11,300 -28%
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