Franklin Premier Income Trust
PPT
95 hedge funds and large institutions have $131M invested in Franklin Premier Income Trust in 2024 Q4 according to their latest regulatory filings, with 19 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 7 closing their positions.
171% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 7
9% more funds holding
Funds holding: 87 → 95 (+8)
3.27% more ownership
Funds ownership: 35.09% → 38.36% (+3.3%)
5% more capital invested
Capital invested by funds: $125M → $131M (+$6.21M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
8% less repeat investments, than reductions
Existing positions increased: 23 | Existing positions reduced: 25
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$6.08M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$3.42M |
| 3 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
+$816K |
| 4 |
TW
Transform Wealth
Greenwood Village,
Colorado
|
+$562K |
| 5 |
Pathstone Holdings
Englewood,
New Jersey
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$640K |
| 2 |
IAIM
International Assets Investment Management
Orlando,
Florida
|
-$522K |
| 3 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$213K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$169K |
| 5 |
LCM
Landscape Capital Management
Englewood,
New Jersey
|
-$110K |
PPT Hedge Fund Activity: Q4 2024 in Review
95 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q4 2024, worth a combined $131M — up 5% from $125M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new PPT positions and 7 closed out — a net gain of 12 holders — while 23 added to existing stakes and 25 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $6.08M. The largest seller was Shaker Financial Services, cutting an estimated $640K.
- 95 institutional investors held Franklin Premier Income Trust (PPT) as of Q4 2024, up from 87 in Q3 2024.
- Funds reported $131M of Franklin Premier Income Trust stock for Q4 2024, up 5% quarter-over-quarter.
- 19 funds opened new Franklin Premier Income Trust positions in Q4 2024 and 7 closed out, a net change of +12 holders.
- The largest Franklin Premier Income Trust buyer in Q4 2024 was Sit Investment Associates, an estimated $6.08M added.
- The largest Franklin Premier Income Trust seller in Q4 2024 was Shaker Financial Services, an estimated $640K sold.
Based on aggregated 13F filings for Q4 2024.