PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

112 hedge funds and large institutions have $114M invested in Putnam Premier Income Trust in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 17 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
17
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.97M
2
AFS
Access Financial Services
Minnesota
+$1.18M
3
LCM
Landscape Capital Management
New Jersey
+$1.14M
4
SFS
Shaker Financial Services
Virginia
+$1.07M
5
Citigroup
Citigroup
New York
+$814K

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$1.07M
2
Wells Fargo
Wells Fargo
California
-$927K
3
AWM
Arbor Wealth Management
Florida
-$855K
4
HWM
Howard Wealth Management
Connecticut
-$473K
5
ACA
Ascension Capital Advisors
Texas
-$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$545K -$24.8K -5,329 -4%
Millennium Management
27
Millennium Management
New York
$510K +$510K +109,584 New
PPA
28
Parametric Portfolio Associates
Washington
$501K +$409K +87,957 +445%
MAFM
29
Mid Atlantic Financial Management
Pennsylvania
$466K +$60.4K +13,000 +15%
CFA
30
Cahill Financial Advisors
Minnesota
$389K +$604 +130 +0.2%
Northwestern Mutual Wealth Management
31
Northwestern Mutual Wealth Management
Wisconsin
$365K +$48K +10,311 +15%
LFF
32
Level Four Financial
Texas
$339K +$339K +72,847 New
PA
33
Pinnacle Associates
New York
$326K +$8.6K +1,850 +3%
GC
34
Guggenheim Capital
Illinois
$312K -$4.98K -1,070 -2%
SLWA
35
San Luis Wealth Advisors
California
$306K +$306K +65,811 New
SKK
36
Shepherd Kaplan Krochuk
Massachusetts
$303K +$303K +65,160 New
CIA
37
Capital Investment Advisors
Georgia
$298K -$5.03K -1,082 -2%
PHS
38
Pekin Hardy Strauss
Illinois
$271K -$69.8K -15,000 -20%
Walleye Trading
39
Walleye Trading
New York
$270K +$270K +58,028 New
PVWM
40
Point View Wealth Management
New Jersey
$267K -$34.5K -7,427 -11%
BWM
41
BerganKDV Wealth Management
Minnesota
$264K -$45.7K -9,820 -15%
HighTower Advisors
42
HighTower Advisors
Illinois
$256K -$674 -144 -0.3%
SBIA
43
Sheaff Brock Investment Advisors
Indiana
$238K – – –
CFG
44
Citizens Financial Group
Rhode Island
$238K +$16.3K +3,500 +7%
OIM
45
Oder Investment Management
California
$237K +$237K +51,530 New
LPL Financial
46
LPL Financial
California
$235K -$64.7K -13,926 -22%
DJYG
47
David J. Yvars Group
Florida
$235K +$235K +50,622 New
DJSG
48
D.J. St. Germain
Massachusetts
$232K – – –
AF
49
Advisornet Financial
Minnesota
$231K -$14K -3,000 -6%
VBCG
50
Valley Brook Capital Group
Pennsylvania
$220K +$220K +47,450 New
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