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PPT

Franklin Premier Income Trust
PPT

102 hedge funds and large institutions have $78.3M invested in Franklin Premier Income Trust in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

89% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 9

7% more funds holding

Funds holding: 95 → 102 (+7)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

2.33% less ownership

Funds ownership: 17.12% → 14.79% (-2.3%)

14% less capital invested

Capital invested by funds: $91M → $78.3M (-$12.7M)

29% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 31

Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
22
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$880K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$412K
3
BRWA
B. Riley Wealth Advisors
Florida
+$353K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$272K
5
CFG
Citizens Financial Group
Rhode Island
+$245K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$9.13M
2
SIA
Sit Investment Associates
Minnesota
-$2.94M
3
Invesco
Invesco
Georgia
-$769K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$609K
5
Bank of America
Bank of America
North Carolina
-$355K
Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
26
Capital Investment Advisors
Georgia
$353K – – –
BRWA
27
B. Riley Wealth Advisors
Florida
$352K +$353K +68,606 New
SB
28
Suntrust Banks
Georgia
$351K -$1.62K -315 -0.5%
AF
29
Advisornet Financial
Minnesota
$332K -$20.6K -4,000 -6%
BCWM
30
Bartlett & Co Wealth Management
Ohio
$329K -$15.4K -3,000 -4%
BC
31
Bartlett & Co
Ohio
$327K -$15.4K -3,000 -4%
IAMOG
32
Investors Asset Management of Georgia
Georgia
$326K -$2.57K -500 -0.8%
BWM
33
BerganKDV Wealth Management
Minnesota
$275K +$8.44K +1,641 +3%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$263K – – –
CFG
35
Citizens Financial Group
Rhode Island
$245K +$245K +47,713 New
RJT
36
Raymond James Trust
Florida
$244K – – –
BA
37
Ballew Advisors
Mississippi
$227K +$679 +132 +0.3%
PA
38
Pinnacle Associates
New York
$203K -$3.73K -725 -2%
BF
39
BOK Financial
Oklahoma
$181K -$21.1K -4,100 -10%
FAAS
40
First Allied Advisory Services
California
$173K – – –
SWM
41
SeaCrest Wealth Management
New York
$170K +$5.37K +1,044 +3%
Millennium Management
42
Millennium Management
New York
$160K +$161K +31,228 New
PAG
43
Private Advisor Group
New Jersey
$154K -$334 -65 -0.2%
SFS
44
Shaker Financial Services
Virginia
$140K -$43.6K -8,477 -24%
PHS
45
Pekin Hardy Strauss
Illinois
$140K +$70K +13,625 +100%
Citigroup
46
Citigroup
New York
$138K +$83.1K +16,169 +152%
LA
47
LexAurum Advisors
Kansas
$132K +$1.69K +329 +1%
WS
48
Wedbush Securities
California
$124K -$28.9K -5,621 -19%
TRCT
49
Tower Research Capital (TRC)
New York
$105K +$105K +20,393 New
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$103K -$11.2K -2,186 -10%
1
2
3 4 5

PPT Hedge Fund Activity: Q2 2019 in Review

102 of the 4,605 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q2 2019, worth a combined $78.3M — down 14% from $91M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new PPT positions and 9 closed out — a net gain of 8 holders — while 22 added to existing stakes and 31 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $880K. The largest seller was Morgan Stanley, cutting an estimated $9.13M.

  • 102 institutional investors held Franklin Premier Income Trust (PPT) as of Q2 2019, up from 95 in Q1 2019.
  • Funds reported $78.3M of Franklin Premier Income Trust stock for Q2 2019, down 14% quarter-over-quarter.
  • 17 funds opened new Franklin Premier Income Trust positions in Q2 2019 and 9 closed out, a net change of +8 holders.
  • The largest Franklin Premier Income Trust buyer in Q2 2019 was Raymond James & Associates, an estimated $880K added.
  • The largest Franklin Premier Income Trust seller in Q2 2019 was Morgan Stanley, an estimated $9.13M sold.

Based on aggregated 13F filings for Q2 2019.