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PPT

Franklin Premier Income Trust

106 hedge funds and large institutions have $90.4M invested in Franklin 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

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

20% more funds holding

Funds holding: 88106 (+18)

11% more capital invested

Capital invested by funds: $81.7M → $90.4M (+$8.76M)

1.47% more ownership

Funds ownership: 12.52%13.99% (+1.5%)

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
2.4%
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
Name Holding Trade Value Shares
Change
Change in
Stake
DA
26
Doliver Advisors
Texas
$351K -$149K -28,282 -30%
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$331K -$959 -182 -0.3%
LPL Financial
28
LPL Financial
California
$323K +$84.4K +16,007 +36%
Squarepoint
29
Squarepoint
New York
$310K +$307K +58,187 New
Deutsche Bank
30
Deutsche Bank
Germany
$309K
HK
31
Horizon Kinetics
New York
$288K -$277K -52,601 -49%
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$273K
HighTower Advisors
33
HighTower Advisors
Illinois
$263K +$2.56K +486 +1%
BA
34
Ballew Advisors
Mississippi
$263K +$260K +49,304 New
BRWA
35
B. Riley Wealth Advisors
Florida
$261K +$55.5K +10,529 +27%
WAM
36
Weiss Asset Management
Massachusetts
$261K +$258K +48,929 New
PPA
37
Parametric Portfolio Associates
Washington
$260K +$168K +31,813 +187%
BWM
38
BerganKDV Wealth Management
Minnesota
$246K +$143K +27,169 +143%
OIA
39
OneDigital Investment Advisors
Kansas
$245K +$243K +46,000 New
TJHA
40
Thomas J. Herzfeld Advisors
Florida
$244K +$241K +45,769 New
RJT
41
Raymond James Trust
Florida
$224K -$4.75K -900 -2%
SMH
42
Sanders Morris Harris
Texas
$213K
DWM
43
Doyle Wealth Management
Florida
$213K +$3.07K +582 +1%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$210K +$6.85K +1,299 +3%
LCM
45
Landscape Capital Management
New Jersey
$201K +$199K +37,753 New
BF
46
BOK Financial
Oklahoma
$194K +$191K +36,310 New
FAAS
47
First Allied Advisory Services
California
$190K +$670 +127 +0.4%
PA
48
Pinnacle Associates
New York
$174K +$39.5K +7,500 +30%
WS
49
Wedbush Securities
California
$157K +$5.3K +1,005 +4%
WC
50
Whitney & Co
New York
$153K -$59.6K -11,300 -28%

PPT Hedge Fund Activity: Q4 2017 in Review

106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q4 2017, worth a combined $90.4M — up 11% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PPT positions and 11 closed out — a net gain of 18 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $6.5M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.55M sold.

  • 106 institutional investors held Franklin Premier Income Trust (PPT) as of Q4 2017, up from 88 in Q3 2017.
  • Funds reported $90.4M of Franklin Premier Income Trust stock for Q4 2017, up 11% quarter-over-quarter.
  • 29 funds opened new Franklin Premier Income Trust positions in Q4 2017 and 11 closed out, a net change of +18 holders.
  • The largest Franklin Premier Income Trust buyer in Q4 2017 was Sit Investment Associates, an estimated $6.5M added.
  • The largest Franklin Premier Income Trust seller in Q4 2017 was Laurion Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2017.