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PPT

Franklin Premier Income Trust

106 hedge funds and large institutions have $111M invested in Franklin Premier Income Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $90.4M → $111M (+$20.1M)

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

5.61% more ownership

Funds ownership: 13.99%19.6% (+5.6%)

0% more funds holding

Funds holding: 106106 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

Holders
106
Holders Change
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
30
Reduced
27
Closed
16
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Janney Montgomery Scott
51
Janney Montgomery Scott
Pennsylvania
$158K +$8.73K +1,670 +6%
WS
52
Wedbush Securities
California
$152K -$1.54K -295 -1%
GHAM
53
Gilman Hill Asset Management
Connecticut
$135K
LA
54
LexAurum Advisors
Kansas
$135K +$784 +150 +0.6%
Creative Planning
55
Creative Planning
Kansas
$135K +$26.5K +5,080 +24%
SWM
56
SeaCrest Wealth Management
New York
$128K +$78.4K +15,010 +158%
DA
57
Doliver Advisors
Texas
$127K -$217K -41,465 -63%
CHAM
58
Clear Harbor Asset Management
Connecticut
$123K +$20.9K +3,995 +20%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$114K -$1.33K -255 -1%
Northwestern Mutual Wealth Management
60
Northwestern Mutual Wealth Management
Wisconsin
$111K +$105K +20,000 +1,538%
CAM
61
Columbia Asset Management
Michigan
$105K
APA
62
American Portfolios Advisors
New York
$96K
WC
63
Whitney & Co
New York
$90K -$60.2K -11,525 -40%
PAG
64
Pinnacle Advisory Group
Maryland
$81K -$496K -94,835 -86%
AF
65
Allworth Financial
California
$78K
CWS
66
Cypress Wealth Services
California
$78K
KIA
67
KCM Investment Advisors
California
$76K +$75.7K +14,479 New
Citigroup
68
Citigroup
New York
$71K +$125 +24 +0.2%
Susquehanna International Group
69
Susquehanna International Group
Pennsylvania
$64K -$12.8K -2,446 -17%
Goldman Sachs
70
Goldman Sachs
New York
$64K -$3.1K -593 -5%
UCFA
71
United Capital Financial Advisors
Texas
$60K
LWAC
72
Laurel Wealth Advisors (California)
California
$59K +$59.6K +11,400 New
SMC
73
Smith, Moore & Co
Missouri
$58K +$57.5K +11,000 New
BKA
74
Brick & Kyle Associates
Pennsylvania
$57K
IA
75
IFP Advisors
Florida
$53K

PPT Hedge Fund Activity: Q1 2018 in Review

106 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2018, worth a combined $111M — up 22% from $90.4M a quarter earlier.

Fund positioning in PPT was balanced in Q1 2018: 16 funds opened new positions, 16 closed out, 30 added to existing stakes and 27 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $10.9M. The largest seller was Wells Fargo, cutting an estimated $2.4M.

  • 106 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $111M of Franklin Premier Income Trust stock for Q1 2018, up 22% quarter-over-quarter.
  • 16 funds opened new Franklin Premier Income Trust positions in Q1 2018 and 16 closed out, a net change of 0 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2018 was Eaton Vance Management, an estimated $10.9M added.
  • The largest Franklin Premier Income Trust seller in Q1 2018 was Wells Fargo, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2018.