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PPT

Franklin Premier Income Trust
PPT

91 hedge funds and large institutions have $90.6M invested in Franklin Premier Income Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

18% more capital invested

Capital invested by funds: $76.5M → $90.6M (+$14M)

2.05% more ownership

Funds ownership: 16.46% → 18.51% (+2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

8% less funds holding

Funds holding: 99 → 91 (-8)

44% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 18

55% less repeat investments, than reductions

Existing positions increased: 14 | Existing positions reduced: 31

Holders
91
Holders Change
-8
Holders Change %
-8.08%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
14
Reduced
31
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$17.6M
2
OFG
OTA Financial Group
New York
+$730K
3
AWM
Apollon Wealth Management
South Carolina
+$523K
4
DJSG
D.J. St. Germain
Massachusetts
+$235K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$128K

Top Sellers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
-$2.61M
2
Invesco
Invesco
Georgia
-$1.26M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.13M
4
CWP
Capital Wealth Planning
Florida
-$481K
5
Wells Fargo
Wells Fargo
California
-$390K
Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
26
OneDigital Investment Advisors
Kansas
$341K +$1.97K +418 +0.6%
LPL Financial
27
LPL Financial
California
$330K -$17.4K -3,688 -5%
CIA
28
Capital Investment Advisors
Georgia
$323K -$1.55K -330 -0.5%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$316K +$8.95K +1,900 +3%
PVWM
30
Point View Wealth Management
New Jersey
$308K – – –
BWM
31
BerganKDV Wealth Management
Minnesota
$303K -$292 -62 -0.1%
PA
32
Pinnacle Associates
New York
$272K – – –
AF
33
Advisornet Financial
Minnesota
$261K -$36.3K -7,700 -12%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$243K – – –
DJSG
35
D.J. St. Germain
Massachusetts
$237K +$235K +50,000 New
CFG
36
Citizens Financial Group
Rhode Island
$226K – – –
OPS
37
Orion Portfolio Solutions
Nebraska
$218K – – –
Northwestern Mutual Wealth Management
38
Northwestern Mutual Wealth Management
Wisconsin
$215K -$4.3K -913 -2%
BA
39
Ballew Advisors
Mississippi
$211K – – –
HighTower Advisors
40
HighTower Advisors
Illinois
$210K -$15.8K -3,353 -7%
IAIM
41
International Assets Investment Management
Florida
$186K – – –
BS
42
Boenning & Scattergood
Pennsylvania
$164K +$9.42K +2,000 +6%
GC
43
Guggenheim Capital
Illinois
$162K +$23.1K +4,906 +17%
PAG
44
Private Advisor Group
New Jersey
$141K -$7.13K -1,513 -5%
IF
45
Intrua Financial
Texas
$137K +$135K +28,761 New
WS
46
Wedbush Securities
California
$136K -$490 -104 -0.4%
PIA
47
Powell Investment Advisors
Florida
$125K +$669 +142 +0.5%
RJT
48
Raymond James Trust
Florida
$121K -$87.4K -18,550 -42%
SWM
49
SeaCrest Wealth Management
New York
$104K +$254 +54 +0.2%
SPIA
50
Steward Partners Investment Advisory
New York
$100K +$54.8K +11,640 +122%
1
2
3 4 5

PPT Hedge Fund Activity: Q2 2020 in Review

91 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q2 2020, worth a combined $90.6M — up 18% from $76.5M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PPT and 10 opened new positions — a net loss of 8 holders — while 31 trimmed existing stakes and 14 added.

The largest buyer was Sit Investment Associates, adding an estimated $17.6M. The largest seller was Raymond James & Associates, cutting an estimated $2.61M.

  • 91 institutional investors held Franklin Premier Income Trust (PPT) as of Q2 2020, down from 99 in Q1 2020.
  • Funds reported $90.6M of Franklin Premier Income Trust stock for Q2 2020, up 18% quarter-over-quarter.
  • 10 funds opened new Franklin Premier Income Trust positions in Q2 2020 and 18 closed out, a net change of -8 holders.
  • The largest Franklin Premier Income Trust buyer in Q2 2020 was Sit Investment Associates, an estimated $17.6M added.
  • The largest Franklin Premier Income Trust seller in Q2 2020 was Raymond James & Associates, an estimated $2.61M sold.

Based on aggregated 13F filings for Q2 2020.