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PPT

Franklin Premier Income Trust
PPT

100 hedge funds and large institutions have $121M invested in Franklin Premier Income Trust in 2021 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 35 increasing their positions, 21 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more repeat investments, than reductions

Existing positions increased: 35 | Existing positions reduced: 21

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.31% less ownership

Funds ownership: 26.23% → 25.91% (-0.31%)

3% less capital invested

Capital invested by funds: $125M → $121M (-$3.86M)

5% less funds holding

Funds holding: 105 → 100 (-5)

38% less first-time investments, than exits

New positions opened: 5 | Existing positions closed: 8

Holders
100
Holders Change
-5
Holders Change %
-4.76%
% of All Funds
1.75%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
5
Increased
35
Reduced
21
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$509K
2
PPA
Parametric Portfolio Associates
Washington
+$233K
3
RJFSA
Raymond James Financial Services Advisors
Florida
+$121K
4
SIA
Sit Investment Associates
Minnesota
+$119K
5
Osaic Holdings
Osaic Holdings
Arizona
+$102K

Top Sellers

Rank Fund Capital Flow
1
AFS
Access Financial Services
Minnesota
-$587K
2
PHS
Pekin Hardy Strauss
Illinois
-$538K
3
Bank of America
Bank of America
North Carolina
-$449K
4
SFS
Shaker Financial Services
Virginia
-$428K
5
Stifel Financial
Stifel Financial
Missouri
-$371K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
26
Cahill Financial Advisors
Minnesota
$381K +$484 +105 +0.1%
LFF
27
Level Four Financial
Texas
$336K – – –
PA
28
Pinnacle Associates
New York
$334K – – –
HighTower Advisors
29
HighTower Advisors
Illinois
$327K +$25K +5,437 +8%
CAM
30
Cresset Asset Management
Illinois
$308K – – –
OIM
31
Oder Investment Management
California
$292K +$17.7K +3,847 +6%
Cohen & Steers
32
Cohen & Steers
New York
$282K – – –
CIA
33
Capital Investment Advisors
Georgia
$280K -$166 -36 -0.1%
PGFC
34
Peapack-Gladstone Financial Corp
New Jersey
$263K – – –
SBIA
35
Sheaff Brock Investment Advisors
Indiana
$234K – – –
MCP
36
Mirador Capital Partners
California
$231K +$3.82K +830 +2%
DJSG
37
D.J. St. Germain
Massachusetts
$228K – – –
CFG
38
Citizens Financial Group
Rhode Island
$218K – – –
GC
39
Guggenheim Capital
Illinois
$210K -$21.8K -4,741 -9%
LPL Financial
40
LPL Financial
California
$210K -$10.3K -2,238 -5%
AF
41
Advisornet Financial
Minnesota
$188K -$32.2K -7,000 -15%
SPIA
42
Steward Partners Investment Advisory
New York
$168K +$63.1K +13,703 +59%
DJYG
43
David J. Yvars Group
Florida
$166K +$3.62K +785 +2%
CHAM
44
Clear Harbor Asset Management
Connecticut
$157K +$3.69K +800 +2%
VBCG
45
Valley Brook Capital Group
Pennsylvania
$149K +$5.76K +1,250 +4%
SLWA
46
San Luis Wealth Advisors
California
$144K +$145K +31,500 New
CCFM
47
Clear Creek Financial Management
Washington
$141K +$17K +3,700 +14%
Cetera Investment Advisers
48
Cetera Investment Advisers
Illinois
$134K +$36.2K +7,852 +37%
OIA
49
OneDigital Investment Advisors
Kansas
$132K +$1.36K +296 +1%
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
$129K +$62.7K +13,621 +93%
1
2
3 4 5

PPT Hedge Fund Activity: Q3 2021 in Review

100 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q3 2021, worth a combined $121M — down 3.1% from $125M a quarter earlier.

Sellers outnumbered buyers: 8 funds closed out of PPT and 5 opened new positions — a net loss of 3 holders — while 21 trimmed existing stakes and 35 added.

The largest buyer was Morgan Stanley, adding an estimated $509K. The largest seller was Access Financial Services, exiting entirely with an estimated $587K sold.

  • 100 institutional investors held Franklin Premier Income Trust (PPT) as of Q3 2021, down from 105 in Q2 2021.
  • Funds reported $121M of Franklin Premier Income Trust stock for Q3 2021, down 3.1% quarter-over-quarter.
  • 5 funds opened new Franklin Premier Income Trust positions in Q3 2021 and 8 closed out, a net change of -3 holders.
  • The largest Franklin Premier Income Trust buyer in Q3 2021 was Morgan Stanley, an estimated $509K added.
  • The largest Franklin Premier Income Trust seller in Q3 2021 was Access Financial Services, an estimated $587K sold.

Based on aggregated 13F filings for Q3 2021.