PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $91M invested in Putnam 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
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

1
Stifel Financial
Stifel Financial
Missouri
+$2.2M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.2M
3
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$639K
4
Invesco
Invesco
Georgia
+$439K
5
Morgan Stanley
Morgan Stanley
New York
+$428K

Top Sellers

1
SIA
Sit Investment Associates
Minnesota
-$8.18M
2
AWM
Arbor Wealth Management
Florida
-$3.5M
3
1CP
1607 Capital Partners
Virginia
-$2.37M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$826K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$762K
Name Holding Trade Value Shares
Change 		Shares
Change %
LPL Financial
51
LPL Financial
California
$84K +$6.95K +1,350 +9%
OC
52
Oppenheimer & Co
New York
$84K +$24.6K +4,761 +41%
PAG
53
Pinnacle Advisory Group
Maryland
$78K – – –
AF
54
Allworth Financial
California
$78K +$1.08K +209 +1%
CWS
55
Cypress Wealth Services
California
$77K – – –
UCFA
56
United Capital Financial Advisors
Texas
$77K +$17.7K +3,450 +30%
BTS
57
BB&T Securities
Virginia
$71K -$587K -114,736 -89%
PHS
58
Pekin Hardy Strauss
Illinois
$70K -$11.6K -2,250 -14%
CHAM
59
Clear Harbor Asset Management
Connecticut
$65K -$53.3K -10,400 -45%
LWAC
60
Laurel Wealth Advisors (California)
California
$62K +$583 +113 +1%
GIA
61
Gladstone Institutional Advisory
Florida
$57K – – –
SMC
62
Smith, Moore & Co
Missouri
$57K – – –
KIA
63
KCM Investment Advisors
California
$57K +$1.2K +231 +2%
GHAM
64
Gilman Hill Asset Management
Connecticut
$55K – – –
Citigroup
65
Citigroup
New York
$55K +$527 +102 +1%
Mercer Global Advisors
66
Mercer Global Advisors
Colorado
$54K +$54K +10,470 New
SAM
67
Strategy Asset Managers
California
$49K +$49K +9,500 New
Carson Wealth (CWM LLC)
68
Carson Wealth (CWM LLC)
Nebraska
$47K -$12.8K -2,761 -21%
WCM
69
Whitener Capital Management
North Carolina
$37K +$31.7K +6,300 +600%
OIA
70
Optimum Investment Advisors
Illinois
$31K – – –
SIC
71
Salem Investment Counselors
North Carolina
$25K +$25K +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 +$123 +24 +0.8%
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3
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