PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

98 hedge funds and large institutions have $76.4M invested in Putnam Premier Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
23
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.89M
2
SCM
Sterneck Capital Management
Missouri
+$901K
3
SIA
Sit Investment Associates
Minnesota
+$789K
4
Invesco
Invesco
Georgia
+$593K
5
HWM
Howard Wealth Management
Connecticut
+$484K

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$557K
2
MML Investors Services
MML Investors Services
Massachusetts
-$499K
3
BRWA
B. Riley Wealth Advisors
Florida
-$389K
4
IAMOG
Investors Asset Management of Georgia
Georgia
-$334K
5
Bank of America
Bank of America
North Carolina
-$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
26
OneDigital Investment Advisors
Kansas
$333K +$121K +26,235 +57%
CIA
27
Capital Investment Advisors
Georgia
$311K – – –
CAM
28
Cresset Asset Management
Illinois
$307K +$307K +67,000 New
PVWM
29
Point View Wealth Management
New Jersey
$295K -$40.2K -8,833 -12%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$294K +$145K +32,000 +98%
BWM
31
BerganKDV Wealth Management
Minnesota
$290K +$75.5K +16,656 +35%
AF
32
Advisornet Financial
Minnesota
$285K – – –
PA
33
Pinnacle Associates
New York
$260K -$3.18K -700 -1%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$232K – – –
CCP
35
Clough Capital Partners
Massachusetts
$219K +$219K +48,221 New
CFG
36
Citizens Financial Group
Rhode Island
$217K – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$214K -$108K -23,865 -34%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$210K -$49.3K -10,885 -19%
OPS
39
Orion Portfolio Solutions
Nebraska
$209K +$209K +46,000 New
SFS
40
Shaker Financial Services
Virginia
$207K +$207K +45,660 New
RJT
41
Raymond James Trust
Florida
$200K – – –
BA
42
Ballew Advisors
Mississippi
$200K – – –
LCM
43
Landscape Capital Management
New Jersey
$186K +$186K +40,869 New
IAIM
44
International Assets Investment Management
Florida
$178K +$178K +39,143 New
BS
45
Boenning & Scattergood
Pennsylvania
$148K -$9.11K -2,000 -6%
PAG
46
Private Advisor Group
New Jersey
$142K +$1.88K +413 +1%
Stifel Financial
47
Stifel Financial
Missouri
$136K -$38K -8,262 -22%
FIA
48
FNY Investment Advisers
New York
$136K +$131K +28,921 +2,648%
GC
49
Guggenheim Capital
Illinois
$133K +$33.7K +7,424 +34%
WS
50
Wedbush Securities
California
$131K -$7.16K -1,576 -5%
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