PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $115M invested in Putnam Premier Income Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
25
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$5.8M
2
1CP
2
1607 Capital Partners
Virginia
$2.84M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.4M
4
VCM
4
Vivaldi Capital Management
Illinois
$1.26M
5
Invesco
5
Invesco
Georgia
$5.08M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$57.3M
2
SFS
2
Shaker Financial Services
Virginia
$1.83M
3
RJA
3
Raymond James & Associates
Florida
$2.1M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
UBS Group
5
UBS Group
Switzerland
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$411K +$45K +11,295 +12%
UBS Group
27
UBS Group
Switzerland
$382K -$282K -70,672 -43%
LCM
28
Landscape Capital Management
New Jersey
$373K +$227K +57,038 +156%
Osaic Holdings
29
Osaic Holdings
Arizona
$347K -$36.9K -9,243 -10%
Wells Fargo
30
Wells Fargo
California
$333K -$71.6K -17,960 -18%
LFAS
31
Level Four Advisory Services
Texas
$291K – – –
HighTower Advisors
32
HighTower Advisors
Illinois
$279K -$15.7K -3,934 -5%
PA
33
Pinnacle Associates
New York
$268K -$18K -4,500 -6%
SPIA
34
Steward Partners Investment Advisory
New York
$252K +$50K +12,536 +25%
CFA
35
Cahill Financial Advisors
Minnesota
$248K -$6.56K -1,646 -3%
LPL Financial
36
LPL Financial
California
$239K +$86.2K +21,601 +56%
CIA
37
Capital Investment Advisors
Georgia
$229K -$15.2K -3,804 -6%
PGFC
38
Peapack-Gladstone Financial Corp
New Jersey
$222K -$7.22K -1,809 -3%
SBIA
39
Sheaff Brock Investment Advisors
Indiana
$204K – – –
VBCG
40
Valley Brook Capital Group
Pennsylvania
$183K +$55.6K +14,000 +44%
DJYG
41
David J. Yvars Group
Florida
$171K +$24.2K +6,077 +16%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$143K – – –
OIA
43
OneDigital Investment Advisors
Kansas
$140K +$23.9K +6,000 +21%
Stifel Financial
44
Stifel Financial
Missouri
$140K +$140K +35,017 New
LSC
45
Logan Stone Capital
Illinois
$139K +$139K +34,894 New
SLWA
46
San Luis Wealth Advisors
California
$135K +$135K +31,500 New
CHAM
47
Clear Harbor Asset Management
Connecticut
$125K -$10.8K -2,700 -8%
CCFM
48
Clear Creek Financial Management
Washington
$123K – – –
AWM
49
AE Wealth Management
Kansas
$107K -$4.75K -1,196 -4%
Cetera Investment Advisers
50
Cetera Investment Advisers
Illinois
$92K +$686 +172 +0.8%
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