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PPT

Franklin Premier Income Trust
PPT

90 hedge funds and large institutions have $136M invested in Franklin Premier Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

1.18% more ownership

Funds ownership: 38.36% → 39.54% (+1.2%)

4% more capital invested

Capital invested by funds: $131M → $136M (+$4.93M)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

5% less funds holding

Funds holding: 95 → 90 (-5)

30% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 10

Holders
90
Holders Change
-5
Holders Change %
-5.26%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
7
Increased
30
Reduced
24
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$3.96M
2
1CP
1607 Capital Partners
Virginia
+$823K
3
RAM
Readystate Asset Management
Illinois
+$314K
4
Morgan Stanley
Morgan Stanley
New York
+$208K
5
PWAM
Papamarkou Wellner Asset Management
New York
+$179K

Top Sellers

Rank Fund Capital Flow
1
EP
Essential Planning
New Hampshire
-$817K
2
Pathstone Holdings
Pathstone Holdings
New Jersey
-$384K
3
SFS
Shaker Financial Services
Virginia
-$303K
4
KIM
Karpus Investment Management
New York
-$160K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$132K
Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
26
Readystate Asset Management
Illinois
$316K +$314K +87,501 New
NA
27
NewEdge Advisors
Louisiana
$305K -$94.4K -26,300 -24%
VBCG
28
Valley Brook Capital Group
Pennsylvania
$301K -$19.2K -5,346 -6%
Creative Planning
29
Creative Planning
Kansas
$284K – – –
MA
30
Mezzasalma Advisors
New Jersey
$260K +$7.31K +2,038 +3%
LFAS
31
Level Four Advisory Services
Texas
$259K +$851 +237 +0.3%
OIM
32
Oder Investment Management
California
$248K -$10.4K -2,894 -4%
UBS Group
33
UBS Group
Switzerland
$238K -$36.5K -10,181 -13%
SWP
34
Stratos Wealth Partners
Ohio
$224K -$847 -236 -0.4%
CCG
35
Catalina Capital Group
California
$208K – – –
CCFM
36
Clear Creek Financial Management
Washington
$185K +$45.2K +12,600 +33%
SBIA
37
Sheaff Brock Investment Advisors
Indiana
$185K – – –
CIA
38
Capital Investment Advisors
Georgia
$159K -$13.9K -3,884 -8%
Stifel Financial
39
Stifel Financial
Missouri
$151K +$1.79K +500 +1%
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$147K -$90K -25,079 -38%
CFS
41
Commonwealth Financial Services
West Virginia
$145K – – –
LCM
42
Landscape Capital Management
New Jersey
$143K -$57.8K -16,109 -29%
Wells Fargo
43
Wells Fargo
California
$140K +$24.2K +6,751 +21%
Cetera Investment Advisers
44
Cetera Investment Advisers
Illinois
$123K -$35K -9,752 -22%
DAS
45
Dynamic Advisor Solutions
Arizona
$115K +$7.19K +2,003 +7%
IAIM
46
International Assets Investment Management
Florida
$115K -$76.1K -21,200 -40%
GP
47
Gridiron Partners
Pennsylvania
$105K – – –
GHAM
48
Gilman Hill Asset Management
Connecticut
$103K – – –
EFG
49
Ethos Financial Group
Pennsylvania
$95.8K +$95.2K +26,526 New
UPS
50
UHLMANN PRICE SECURITIES
Illinois
$89K +$2.5K +696 +3%
1
2
3 4

PPT Hedge Fund Activity: Q1 2025 in Review

90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2025, worth a combined $136M — up 3.8% from $131M a quarter earlier.

Sellers outnumbered buyers: 10 funds closed out of PPT and 7 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Sit Investment Associates, adding an estimated $3.96M. The largest seller was Essential Planning, exiting entirely with an estimated $817K sold.

  • 90 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2025, down from 95 in Q4 2024.
  • Funds reported $136M of Franklin Premier Income Trust stock for Q1 2025, up 3.8% quarter-over-quarter.
  • 7 funds opened new Franklin Premier Income Trust positions in Q1 2025 and 10 closed out, a net change of -3 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $3.96M added.
  • The largest Franklin Premier Income Trust seller in Q1 2025 was Essential Planning, an estimated $817K sold.

Based on aggregated 13F filings for Q1 2025.