PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

88 hedge funds and large institutions have $81.7M invested in Putnam Premier Income Trust in 2017 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 29 increasing their positions, 15 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
88
Holders Change
+10
Holders Change %
+12.82%
% of All Funds
2.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
21
Increased
29
Reduced
15
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
LCM
1
Laurion Capital Management
New York
$1.55M
2
CIBC Private Wealth Group
2
CIBC Private Wealth Group
Georgia
$1.07M
3
Bank of America
3
Bank of America
North Carolina
$4.1M
4
Wells Fargo
4
Wells Fargo
California
$10.5M
5
VF
5
Virtu Financial
New York
$555K

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$18M
2
SRC
2
Shufro Rose & Co
New York
$847K
3
Morgan Stanley
3
Morgan Stanley
New York
$14.8M
4
PPA
4
Parametric Portfolio Associates
Washington
$90K
5
OIA
5
OneDigital Investment Advisors
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Citigroup
51
Citigroup
New York
$100K +$20.7K +3,878 +26%
AFNAS
52
American Financial Network Advisory Services
California
$92K +$92K +17,227 New
PPA
53
Parametric Portfolio Associates
Washington
$90K -$523K -98,856 -85%
CHAM
54
Clear Harbor Asset Management
Connecticut
$87K – – –
AF
55
Allworth Financial
California
$80K – – –
PTC
56
Philadelphia Trust Company
Pennsylvania
$79K +$22.8K +4,284 +40%
CWM
57
Circle Wealth Management
New Jersey
$68K +$68K +12,700 New
Millennium Management
58
Millennium Management
New York
$65K +$65K +12,161 New
Bank of New York Mellon
59
Bank of New York Mellon
New York
$62K -$23.6K -4,403 -28%
M&T Bank
60
M&T Bank
New York
$62K -$1.78K -337 -3%
IA
61
IFP Advisors
Florida
$59K – – –
PAG
62
Private Advisor Group
New Jersey
$59K +$59K +11,129 New
BKA
63
Brick & Kyle Associates
Pennsylvania
$58K – – –
TSS
64
Two Sigma Securities
New York
$57K +$57K +10,729 New
William Blair & Company
65
William Blair & Company
Illinois
$53K – – –
BWL
66
Bogart Wealth LLC
Virginia
$49K +$49K +9,257 New
SIC
67
Salem Investment Counselors
North Carolina
$26K – – –
WAP
68
Wealthcare Advisory Partners
Pennsylvania
$22K +$22K +4,111 New
US Bancorp
69
US Bancorp
Minnesota
$21K -$11.9K -2,179 -36%
GWM
70
Geneos Wealth Management
Colorado
$18K – – –
TCM
71
Tradewinds Capital Management
Washington
$17K – – –
SPIA
72
Steward Partners Investment Advisory
New York
$16K -$3.05K -575 -16%
CCM
73
Cribstone Capital Management
Maine
$15K – – –
TRCT
74
Tower Research Capital (TRC)
New York
$15K +$15K +2,753 New
Fifth Third Bancorp
75
Fifth Third Bancorp
Ohio
$11K – – –
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3
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