PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

99 hedge funds and large institutions have $101M invested in Putnam Premier Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
30
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.15M
2
Morgan Stanley
Morgan Stanley
New York
+$840K
3
RJA
Raymond James & Associates
Florida
+$761K
4
NMC
Nine Masts Capital
Hong Kong
+$543K
5
CAN
Cetera Advisor Networks
California
+$482K

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$11M
2
SIA
Sit Investment Associates
Minnesota
-$3.76M
3
SRC
Shufro Rose & Co
New York
-$906K
4
PPA
Parametric Portfolio Associates
Washington
-$261K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$249K
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
26
Advisornet Financial
Minnesota
$413K +$15.7K +3,000 +4%
AG
27
Advisor Group
Arizona
$403K +$139K +26,631 +53%
CFA
28
Cahill Financial Advisors
Minnesota
$388K +$70.8K +13,510 +22%
LPL Financial
29
LPL Financial
California
$376K +$40.9K +7,820 +12%
CIA
30
Capital Investment Advisors
Georgia
$356K -$3.96K -758 -1%
IAMOG
31
Investors Asset Management of Georgia
Georgia
$345K +$1.31K +250 +0.4%
CIBC Private Wealth Group
32
CIBC Private Wealth Group
Georgia
$345K +$3.56K +680 +1%
LTFS
33
Ladenburg Thalmann Financial Services
Florida
$319K – – –
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$302K -$13.3K -2,549 -4%
HighTower Advisors
35
HighTower Advisors
Illinois
$302K +$48.8K +9,413 +19%
Stifel Financial
36
Stifel Financial
Missouri
$302K +$81.3K +15,530 +37%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$268K – – –
BWM
38
BerganKDV Wealth Management
Minnesota
$246K -$3.75K -716 -2%
OIA
39
OneDigital Investment Advisors
Kansas
$241K – – –
BA
40
Ballew Advisors
Mississippi
$235K -$25.6K -4,912 -10%
PA
41
Pinnacle Associates
New York
$235K – – –
RJT
42
Raymond James Trust
Florida
$220K – – –
DWM
43
Doyle Wealth Management
Florida
$216K +$3.13K +597 +1%
FWIA
44
Fort Washington Investment Advisors
Ohio
$215K +$6.26K +1,200 +3%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$213K +$9.17K +1,750 +4%
SMH
46
Sanders Morris Harris
Texas
$208K – – –
BF
47
BOK Financial
Oklahoma
$206K +$2.88K +550 +1%
SWM
48
SeaCrest Wealth Management
New York
$188K +$60.1K +11,530 +47%
FAAS
49
First Allied Advisory Services
California
$187K -$661 -127 -0.4%
BRWA
50
B. Riley Wealth Advisors
Florida
$180K -$60.5K -11,600 -25%
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