PPT

Putnam Premier Income Trust

85 hedge funds and large institutions have $144M invested in Putnam Premier Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

4% less funds holding

Funds holding: 8985 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20K

Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$20K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VBCG
26
Valley Brook Capital Group
Pennsylvania
$310K
Creative Planning
27
Creative Planning
Kansas
$288K
NA
28
NewEdge Advisors
Louisiana
$277K
MA
29
Mezzasalma Advisors
New Jersey
$270K
OIM
30
Oder Investment Management
California
$255K
Baird Financial Group
31
Baird Financial Group
Wisconsin
$243K
CCG
32
Catalina Capital Group
California
$212K
IAIM
33
International Assets Investment Management
Florida
$195K
CCFM
34
Clear Creek Financial Management
Washington
$192K
SWP
35
Stratos Wealth Partners
Ohio
$191K
AF
36
Allworth Financial
California
$188K
PWAM
37
Papamarkou Wellner Asset Management
New York
$184K
LFAS
38
Level Four Advisory Services
Texas
$176K
Wells Fargo
39
Wells Fargo
California
$170K
Jane Street
40
Jane Street
New York
$169K
Stifel Financial
41
Stifel Financial
Missouri
$163K
CIA
42
Capital Investment Advisors
Georgia
$152K
CFS
43
Commonwealth Financial Services
West Virginia
$147K
GHAM
44
Gilman Hill Asset Management
Connecticut
$128K
Cetera Investment Advisers
45
Cetera Investment Advisers
Illinois
$125K
DAS
46
Dynamic Advisor Solutions
Arizona
$114K
GP
47
Gridiron Partners
Pennsylvania
$106K
EFG
48
Ethos Financial Group
Pennsylvania
$97.3K
UPS
49
UHLMANN PRICE SECURITIES
Illinois
$92.4K
RFA
50
Register Financial Advisors
Georgia
$90.8K