PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

106 hedge funds and large institutions have $111M invested in Putnam Premier Income Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
30
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EVM
Eaton Vance Management
Massachusetts
+$11M
2
ACM
Arlington Capital Management
Illinois
+$4.26M
3
SIA
Sit Investment Associates
Minnesota
+$4.23M
4
UBS Group
UBS Group
Switzerland
+$1.3M
5
Invesco
Invesco
Georgia
+$1.26M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.4M
2
SRC
Shufro Rose & Co
New York
-$849K
3
Ameriprise
Ameriprise
Minnesota
-$674K
4
BTS
BB&T Securities
Virginia
-$572K
5
Morgan Stanley
Morgan Stanley
New York
-$496K
Name Holding Trade Value Shares
Change 		Shares
Change %
CIBC Private Wealth Group
26
CIBC Private Wealth Group
Georgia
$342K -$342K -65,365 -50%
LPL Financial
27
LPL Financial
California
$335K +$17.7K +3,388 +6%
LTFS
28
Ladenburg Thalmann Financial Services
Florida
$319K +$191K +36,480 +149%
CFA
29
Cahill Financial Advisors
Minnesota
$317K +$317K +60,507 New
Bank of Montreal
30
Bank of Montreal
Ontario, Canada
$315K -$9.55K -1,826 -3%
SBIA
31
Sheaff Brock Investment Advisors
Indiana
$268K – – –
AG
32
Advisor Group
Arizona
$263K -$101K -19,403 -28%
BA
33
Ballew Advisors
Mississippi
$261K +$3.31K +633 +1%
PPA
34
Parametric Portfolio Associates
Washington
$261K +$5.87K +1,123 +2%
HighTower Advisors
35
HighTower Advisors
Illinois
$254K -$4.05K -779 -2%
BWM
36
BerganKDV Wealth Management
Minnesota
$249K +$8.23K +1,576 +3%
TJHA
37
Thomas J. Herzfeld Advisors
Florida
$249K +$10K +1,918 +4%
BRWA
38
B. Riley Wealth Advisors
Florida
$242K -$15.1K -2,877 -6%
OIA
39
OneDigital Investment Advisors
Kansas
$241K – – –
PA
40
Pinnacle Associates
New York
$235K +$64.9K +12,425 +38%
RJT
41
Raymond James Trust
Florida
$220K – – –
Stifel Financial
42
Stifel Financial
Missouri
$220K +$220K +42,176 New
DWM
43
Doyle Wealth Management
Florida
$212K +$3.15K +603 +2%
FWIA
44
Fort Washington Investment Advisors
Ohio
$209K +$78.4K +15,000 +60%
SMH
45
Sanders Morris Harris
Texas
$208K – – –
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$203K -$3.09K -591 -1%
BF
47
BOK Financial
Oklahoma
$203K +$13.1K +2,500 +7%
FAAS
48
First Allied Advisory Services
California
$187K – – –
LCM
49
Landscape Capital Management
New Jersey
$184K -$13.7K -2,608 -7%
HK
50
Horizon Kinetics
New York
$180K -$102K -19,560 -36%
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