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PPT

Franklin Premier Income Trust
PPT

91 hedge funds and large institutions have $110M invested in Franklin Premier Income Trust in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

0.91% more ownership

Funds ownership: 29.2% → 30.1% (+0.91%)

3% less capital invested

Capital invested by funds: $113M → $110M (-$3.21M)

2% less funds holding

Funds holding: 93 → 91 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
28
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.47M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.95M
3
VCM
Vivaldi Capital Management
Illinois
+$501K
4
1CP
1607 Capital Partners
Virginia
+$242K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$172K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.36M
2
Morgan Stanley
Morgan Stanley
New York
-$937K
3
PA
Pinnacle Associates
New York
-$232K
4
RJA
Raymond James & Associates
Florida
-$201K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
Wells Fargo
26
Wells Fargo
California
$263K +$6.1K +1,599 +2%
LFAS
27
Level Four Advisory Services
Texas
$261K – – –
SFS
28
Shaker Financial Services
Virginia
$259K +$31.4K +8,218 +13%
Osaic Holdings
29
Osaic Holdings
Arizona
$227K +$4.39K +1,151 +2%
CIA
30
Capital Investment Advisors
Georgia
$209K – – –
LPL Financial
31
LPL Financial
California
$207K +$5.43K +1,423 +3%
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
$200K +$172K +45,009 +415%
PGFC
33
Peapack-Gladstone Financial Corp
New Jersey
$193K -$6.91K -1,810 -3%
SBIA
34
Sheaff Brock Investment Advisors
Indiana
$183K – – –
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$180K +$81.9K +21,463 +75%
CAM
36
Cresset Asset Management
Illinois
$169K – – –
VBCG
37
Valley Brook Capital Group
Pennsylvania
$154K – – –
SPIA
38
Steward Partners Investment Advisory
New York
$151K -$94.2K -24,696 -37%
LCM
39
Landscape Capital Management
New Jersey
$142K -$56.3K -14,761 -27%
PNC Financial Services Group
40
PNC Financial Services Group
Pennsylvania
$137K +$9.12K +2,390 +7%
Allspring Global Investments
41
Allspring Global Investments
North Carolina
$137K +$146K +38,394 New
OIA
42
OneDigital Investment Advisors
Kansas
$128K +$1.06K +277 +0.8%
CCFM
43
Clear Creek Financial Management
Washington
$119K +$9.63K +2,525 +8%
AWM
44
AE Wealth Management
Kansas
$100K +$2.17K +568 +2%
IAIM
45
International Assets Investment Management
Florida
$96K +$21.9K +5,727 +27%
DJYG
46
David J. Yvars Group
Florida
$88K -$3.88K -1,016 -4%
BA
47
Ballew Advisors
Mississippi
$81K – – –
Mariner
48
Mariner
Kansas
$80K +$85.7K +22,459 New
IWC
49
Integrated Wealth Concepts
Massachusetts
$77K – – –
CAM
50
Columbia Asset Management
Michigan
$72K – – –
1
2
3 4 5

PPT Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q3 2022, worth a combined $110M — down 2.8% from $113M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PPT and 11 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 28 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.47M. The largest seller was Karpus Investment Management, cutting an estimated $2.36M.

  • 91 institutional investors held Franklin Premier Income Trust (PPT) as of Q3 2022, down from 93 in Q2 2022.
  • Funds reported $110M of Franklin Premier Income Trust stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 11 funds opened new Franklin Premier Income Trust positions in Q3 2022 and 13 closed out, a net change of -2 holders.
  • The largest Franklin Premier Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $4.47M added.
  • The largest Franklin Premier Income Trust seller in Q3 2022 was Karpus Investment Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2022.