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PPT

Franklin Premier Income Trust
PPT

99 hedge funds and large institutions have $76.5M invested in Franklin Premier Income Trust in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

4% more funds holding

Funds holding: 95 → 99 (+4)

1.24% more ownership

Funds ownership: 15.23% → 16.46% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less capital invested

Capital invested by funds: $85.2M → $76.5M (-$8.65M)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
23
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.27M
2
SCM
Sterneck Capital Management
Missouri
+$1.02M
3
SIA
Sit Investment Associates
Minnesota
+$893K
4
Invesco
Invesco
Georgia
+$671K
5
HWM
Howard Wealth Management
Connecticut
+$548K

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$564K
2
AAS
Avantax Advisory Services
Texas
-$557K
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
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$333K +$135K +26,235 +57%
CIA
27
Capital Investment Advisors
Georgia
$311K – – –
CAM
28
Cresset Asset Management
Illinois
$307K +$344K +67,000 New
PVWM
29
Point View Wealth Management
New Jersey
$295K -$45.4K -8,833 -12%
MAFM
30
Mid Atlantic Financial Management
Pennsylvania
$294K +$164K +32,000 +98%
BWM
31
BerganKDV Wealth Management
Minnesota
$290K +$85.5K +16,656 +35%
AF
32
Advisornet Financial
Minnesota
$285K – – –
PA
33
Pinnacle Associates
New York
$260K -$3.6K -700 -1%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$232K – – –
CCP
35
Clough Capital Partners
Massachusetts
$219K +$248K +48,221 New
CFG
36
Citizens Financial Group
Rhode Island
$217K – – –
HighTower Advisors
37
HighTower Advisors
Illinois
$214K -$123K -23,865 -34%
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$210K -$55.9K -10,885 -19%
OPS
39
Orion Portfolio Solutions
Nebraska
$209K +$236K +46,000 New
SFS
40
Shaker Financial Services
Virginia
$207K +$234K +45,660 New
BA
41
Ballew Advisors
Mississippi
$200K – – –
RJT
42
Raymond James Trust
Florida
$200K – – –
LCM
43
Landscape Capital Management
New Jersey
$186K +$210K +40,869 New
IAIM
44
International Assets Investment Management
Florida
$178K +$201K +39,143 New
BS
45
Boenning & Scattergood
Pennsylvania
$148K -$10.3K -2,000 -6%
IFG
46
Independent Financial Group
California
$143K +$162K +31,600 New
PAG
47
Private Advisor Group
New Jersey
$142K +$2.12K +413 +1%
Stifel Financial
48
Stifel Financial
Missouri
$136K -$42.4K -8,262 -22%
FIA
49
FNY Investment Advisers
New York
$136K +$149K +28,921 +2,648%
GC
50
Guggenheim Capital
Illinois
$133K +$38.1K +7,424 +34%
1
2
3 4 5

PPT Hedge Fund Activity: Q1 2020 in Review

99 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2020, worth a combined $76.5M — down 10% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PPT positions and 11 closed out — a net gain of 7 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.27M. The largest seller was MML Investors Services, cutting an estimated $564K.

  • 99 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2020, up from 95 in Q4 2019.
  • Funds reported $76.5M of Franklin Premier Income Trust stock for Q1 2020, down 10% quarter-over-quarter.
  • 18 funds opened new Franklin Premier Income Trust positions in Q1 2020 and 11 closed out, a net change of +7 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2020 was Morgan Stanley, an estimated $3.27M added.
  • The largest Franklin Premier Income Trust seller in Q1 2020 was MML Investors Services, an estimated $564K sold.

Based on aggregated 13F filings for Q1 2020.