PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

84 hedge funds and large institutions have $117M invested in Putnam Premier Income Trust in 2024 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
-7
Holders Change %
-7.69%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
9
Increased
23
Reduced
25
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$71.9M
2
SFS
2
Shaker Financial Services
Virginia
$1.21M
3
LCM
3
Landscape Capital Management
New Jersey
$605K
4
HF
4
HRT Financial
New York
$189K
5
Osaic Holdings
5
Osaic Holdings
Arizona
$306K

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$4.96M
2
1CP
2
1607 Capital Partners
Virginia
$3.9M
3
Invesco
3
Invesco
Georgia
$3.14M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$3.27M
5
RJA
5
Raymond James & Associates
Florida
$1.04M
Name Holding Trade Value Shares
Change 		Shares
Change %
SCM
26
Sterneck Capital Management
Missouri
$276K -$132K -37,398 -32%
Creative Planning
27
Creative Planning
Kansas
$273K -$51.7K -14,689 -16%
Stifel Financial
28
Stifel Financial
Missouri
$248K +$38.2K +10,856 +18%
VBCG
29
Valley Brook Capital Group
Pennsylvania
$234K +$93.3K +26,500 +66%
HF
30
HRT Financial
New York
$189K +$189K +53,825 New
IAIM
31
International Assets Investment Management
Florida
$186K – – –
SBIA
32
Sheaff Brock Investment Advisors
Indiana
$180K – – –
Cetera Investment Advisers
33
Cetera Investment Advisers
Illinois
$179K +$136K +38,760 +322%
CIA
34
Capital Investment Advisors
Georgia
$179K – – –
IWC
35
Integrated Wealth Concepts
Massachusetts
$178K -$922 -262 -0.5%
WCM
36
Whitener Capital Management
North Carolina
$165K -$1.48K -420 -0.9%
SPIA
37
Steward Partners Investment Advisory
New York
$152K +$3.3K +937 +2%
PGFC
38
Peapack-Gladstone Financial Corp
New Jersey
$145K -$20.7K -5,888 -13%
CFS
39
Commonwealth Financial Services
West Virginia
$143K – – –
CCFM
40
Clear Creek Financial Management
Washington
$136K +$4.93K +1,400 +4%
OIA
41
OneDigital Investment Advisors
Kansas
$133K +$1.17K +333 +0.9%
CAN
42
Cetera Advisor Networks
California
$131K +$11.9K +3,381 +10%
SMH
43
Sanders Morris Harris
Texas
$118K +$118K +33,490 New
Wells Fargo
44
Wells Fargo
California
$109K -$17.7K -5,028 -14%
SP
45
Stonebrook Private
Michigan
$108K -$30.1K -8,556 -22%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$103K +$21.2K +6,030 +26%
GP
47
Gridiron Partners
Pennsylvania
$102K – – –
Mariner
48
Mariner
Kansas
$102K -$757 -215 -0.7%
LCM
49
Lazari Capital Management
California
$99.3K -$35 -10 -0%
Jane Street
50
Jane Street
New York
$98K +$58.1K +16,493 +145%
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