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PPT

Franklin Premier Income Trust
PPT

95 hedge funds and large institutions have $91M invested in Franklin Premier Income Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $94.9M → $91M (-$3.9M)

1.81% less ownership

Funds ownership: 18.93% → 17.12% (-1.8%)

10% less funds holding

Funds holding: 105 → 95 (-10)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
30
Reduced
24
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.13M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.16M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$619K
4
Invesco
Invesco
Georgia
+$426K
5
Morgan Stanley
Morgan Stanley
New York
+$414K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$7.93M
2
AWM
Arbor Wealth Management
Florida
-$3.5M
3
1CP
1607 Capital Partners
Virginia
-$2.37M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$801K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
SB
26
Suntrust Banks
Georgia
$354K +$49K +9,819 +17%
BCWM
27
Bartlett & Co Wealth Management
Ohio
$346K -$33.5K -6,720 -9%
BC
28
Bartlett & Co
Ohio
$344K -$33.5K -6,720 -9%
HighTower Advisors
29
HighTower Advisors
Illinois
$335K +$12.2K +2,445 +4%
IAMOG
30
Investors Asset Management of Georgia
Georgia
$330K – – –
BWM
31
BerganKDV Wealth Management
Minnesota
$268K +$4.17K +835 +2%
OWD
32
Osborn Williams & Donohoe
Ohio
$267K +$255K +51,200 New
SBIA
33
Sheaff Brock Investment Advisors
Indiana
$264K – – –
RJT
34
Raymond James Trust
Florida
$244K – – –
OIA
35
OneDigital Investment Advisors
Kansas
$241K – – –
BA
36
Ballew Advisors
Mississippi
$224K -$8.69K -1,742 -4%
PA
37
Pinnacle Associates
New York
$207K -$11K -2,200 -5%
BF
38
BOK Financial
Oklahoma
$203K – – –
SFS
39
Shaker Financial Services
Virginia
$184K -$112K -22,409 -39%
FAAS
40
First Allied Advisory Services
California
$174K -$11.2K -2,250 -6%
SWM
41
SeaCrest Wealth Management
New York
$166K +$5.21K +1,045 +3%
PAG
42
Private Advisor Group
New Jersey
$155K +$2.12K +424 +1%
WS
43
Wedbush Securities
California
$154K +$60K +12,029 +68%
Creative Planning
44
Creative Planning
Kansas
$133K -$29.8K -5,975 -19%
LA
45
LexAurum Advisors
Kansas
$131K +$1.67K +334 +1%
Cambridge Investment Research Advisors
46
Cambridge Investment Research Advisors
Iowa
$115K -$6.83K -1,368 -6%
PNC Financial Services Group
47
PNC Financial Services Group
Pennsylvania
$104K – – –
LTFS
48
Ladenburg Thalmann Financial Services
Florida
$96K -$31K -6,213 -25%
CIBC Private Wealth Group
49
CIBC Private Wealth Group
Georgia
$94K -$14.2K -2,855 -14%
APA
50
American Portfolios Advisors
New York
$85.5K -$4.99K -1,000 -6%
1
2
3 4 5

PPT Hedge Fund Activity: Q1 2019 in Review

95 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2019, worth a combined $91M — down 4.1% from $94.9M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PPT and 8 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Stifel Financial, adding an estimated $2.13M. The largest seller was Sit Investment Associates, cutting an estimated $7.93M.

  • 95 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2019, down from 105 in Q4 2018.
  • Funds reported $91M of Franklin Premier Income Trust stock for Q1 2019, down 4.1% quarter-over-quarter.
  • 8 funds opened new Franklin Premier Income Trust positions in Q1 2019 and 18 closed out, a net change of -10 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2019 was Stifel Financial, an estimated $2.13M added.
  • The largest Franklin Premier Income Trust seller in Q1 2019 was Sit Investment Associates, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2019.