PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

105 hedge funds and large institutions have $125M invested in Putnam Premier Income Trust in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
36
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$6.5M
2
SMH
2
Sanders Morris Harris
Texas
$692K
3
SFS
3
Shaker Financial Services
Virginia
$2.69M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$916K
2
Bank of America
2
Bank of America
North Carolina
$2.01M
3
SIA
3
Sit Investment Associates
Minnesota
$67.5M
4
AFS
4
Access Financial Services
Minnesota
$587K
5
Cohen & Steers
5
Cohen & Steers
New York
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$506K +$64.6K +13,852 +15%
Stifel Financial
27
Stifel Financial
Missouri
$433K +$4.49K +964 +1%
Osaic Holdings
28
Osaic Holdings
Arizona
$405K -$2.97K -638 -0.7%
CFA
29
Cahill Financial Advisors
Minnesota
$388K +$471 +101 +0.1%
LFF
30
Level Four Financial
Texas
$343K +$3.16K +677 +0.9%
PA
31
Pinnacle Associates
New York
$341K +$14K +3,000 +4%
CAM
32
Cresset Asset Management
Illinois
$314K -$2.04K -435 -0.6%
HighTower Advisors
33
HighTower Advisors
Illinois
$309K +$82.6K +17,749 +36%
Cohen & Steers
34
Cohen & Steers
New York
$287K -$792K -170,000 -73%
CIA
35
Capital Investment Advisors
Georgia
$286K -$336 -72 -0.1%
OIM
36
Oder Investment Management
California
$280K +$39.5K +8,494 +16%
PGFC
37
Peapack-Gladstone Financial Corp
New Jersey
$268K – – –
SBIA
38
Sheaff Brock Investment Advisors
Indiana
$238K – – –
GC
39
Guggenheim Capital
Illinois
$237K -$8.44K -1,810 -3%
DJSG
40
D.J. St. Germain
Massachusetts
$233K – – –
MCP
41
Mirador Capital Partners
California
$231K +$20.7K +4,446 +10%
LPL Financial
42
LPL Financial
California
$225K -$5.5K -1,180 -2%
AF
43
Advisornet Financial
Minnesota
$224K -$21K -4,500 -9%
CFG
44
Citizens Financial Group
Rhode Island
$222K -$16.3K -3,500 -7%
OC
45
Oppenheimer & Co
New York
$178K – – –
DJYG
46
David J. Yvars Group
Florida
$166K +$2.61K +562 +2%
CHAM
47
Clear Harbor Asset Management
Connecticut
$156K -$5.36K -1,150 -3%
VBCG
48
Valley Brook Capital Group
Pennsylvania
$146K – – –
OIA
49
OneDigital Investment Advisors
Kansas
$134K +$2.05K +439 +2%
BS
50
Boenning & Scattergood
Pennsylvania
$133K -$4.67K -1,000 -3%
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