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PPT

Franklin Premier Income Trust
PPT

95 hedge funds and large institutions have $91M invested in Franklin Premier Income Trust in 2019 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less capital invested

Capital invested by funds: $94.9M → $91M (-$3.9M)

1.81% less ownership

Funds ownership: 18.93% → 17.12% (-1.8%)

10% less funds holding

Funds holding: 105 → 95 (-10)

56% less first-time investments, than exits

New positions opened: 8 | Existing positions closed: 18

Holders
95
Holders Change
-10
Holders Change %
-9.52%
% of All Funds
2.06%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
8
Increased
30
Reduced
24
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
+$2.13M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.16M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$619K
4
Invesco
Invesco
Georgia
+$426K
5
Morgan Stanley
Morgan Stanley
New York
+$414K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$7.93M
2
AWM
Arbor Wealth Management
Florida
-$3.5M
3
1CP
1607 Capital Partners
Virginia
-$2.37M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$801K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$762K
Name Holding Trade Value Shares
Change 		Change in
Stake
LPL Financial
51
LPL Financial
California
$84K +$6.74K +1,350 +9%
OC
52
Oppenheimer & Co
New York
$84K +$23.8K +4,761 +41%
PAG
53
Pinnacle Advisory Group
Maryland
$78K – – –
AF
54
Allworth Financial
California
$78K +$1.04K +209 +1%
CWS
55
Cypress Wealth Services
California
$77K – – –
UCFA
56
United Capital Financial Advisors
Texas
$77K +$17.2K +3,450 +30%
BTS
57
BB&T Securities
Virginia
$71K -$572K -114,736 -89%
PHS
58
Pekin Hardy Strauss
Illinois
$70K -$11.2K -2,250 -14%
CHAM
59
Clear Harbor Asset Management
Connecticut
$65K -$51.9K -10,400 -45%
LWAC
60
Laurel Wealth Advisors (California)
California
$62K +$564 +113 +1%
GIA
61
Gladstone Institutional Advisory
Florida
$57K – – –
SMC
62
Smith, Moore & Co
Missouri
$57K – – –
KIA
63
KCM Investment Advisors
California
$57K +$1.15K +231 +2%
GHAM
64
Gilman Hill Asset Management
Connecticut
$55K – – –
Citigroup
65
Citigroup
New York
$55K +$509 +102 +1%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$54K +$52.2K +10,470 New
SAM
67
Strategy Asset Managers
California
$49K +$47.4K +9,500 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$47K -$13.8K -2,761 -21%
WCM
69
Whitener Capital Management
North Carolina
$37K +$31.4K +6,300 +600%
OIA
70
Optimum Investment Advisors
Illinois
$31K – – –
SIC
71
Salem Investment Counselors
North Carolina
$25K +$24K +4,813 New
CAC
72
Certified Advisory Corp
Florida
$21K – – –
US Bancorp
73
US Bancorp
Minnesota
$18K – – –
TCM
74
Tradewinds Capital Management
Washington
$16K – – –
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$16K +$120 +24 +0.8%
1 2
3
4 5

PPT Hedge Fund Activity: Q1 2019 in Review

95 of the 4,621 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2019, worth a combined $91M — down 4.1% from $94.9M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PPT and 8 opened new positions — a net loss of 10 holders — while 24 trimmed existing stakes and 30 added.

The largest buyer was Stifel Financial, adding an estimated $2.13M. The largest seller was Sit Investment Associates, cutting an estimated $7.93M.

  • 95 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2019, down from 105 in Q4 2018.
  • Funds reported $91M of Franklin Premier Income Trust stock for Q1 2019, down 4.1% quarter-over-quarter.
  • 8 funds opened new Franklin Premier Income Trust positions in Q1 2019 and 18 closed out, a net change of -10 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2019 was Stifel Financial, an estimated $2.13M added.
  • The largest Franklin Premier Income Trust seller in Q1 2019 was Sit Investment Associates, an estimated $7.93M sold.

Based on aggregated 13F filings for Q1 2019.