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PPT

Franklin Premier Income Trust
PPT

99 hedge funds and large institutions have $76.5M invested in Franklin Premier Income Trust in 2020 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

4% more funds holding

Funds holding: 95 → 99 (+4)

1.24% more ownership

Funds ownership: 15.23% → 16.46% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

10% less capital invested

Capital invested by funds: $85.2M → $76.5M (-$8.65M)

18% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 28

Holders
99
Holders Change
+4
Holders Change %
+4.21%
% of All Funds
2.18%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
18
Increased
23
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$3.27M
2
SCM
Sterneck Capital Management
Missouri
+$1.02M
3
SIA
Sit Investment Associates
Minnesota
+$893K
4
Invesco
Invesco
Georgia
+$671K
5
HWM
Howard Wealth Management
Connecticut
+$548K

Top Sellers

Rank Fund Capital Flow
1
MML Investors Services
MML Investors Services
Massachusetts
-$564K
2
AAS
Avantax Advisory Services
Texas
-$557K
3
BRWA
B. Riley Wealth Advisors
Florida
-$389K
4
IAMOG
Investors Asset Management of Georgia
Georgia
-$334K
5
Bank of America
Bank of America
North Carolina
-$242K
Name Holding Trade Value Shares
Change 		Change in
Stake
WS
51
Wedbush Securities
California
$131K -$8.09K -1,576 -5%
Citadel Advisors
52
Citadel Advisors
Florida
$126K +$143K +27,856 New
PIA
53
Powell Investment Advisors
Florida
$119K +$596 +116 +0.4%
BCWM
54
Bartlett & Co Wealth Management
Ohio
$112K -$46.2K -9,000 -27%
BC
55
Bartlett & Co
Ohio
$111K +$126K +24,557 New
SWM
56
SeaCrest Wealth Management
New York
$99K -$46K -8,955 -29%
Cambridge Investment Research Advisors
57
Cambridge Investment Research Advisors
Iowa
$91K -$1.18K -229 -1%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$90K – – –
CCFM
59
Clear Creek Financial Management
Washington
$83K – – –
AC
60
Avestar Capital
New York
$82K +$41.1K +8,000 +80%
APA
61
American Portfolios Advisors
New York
$75.4K – – –
DAS
62
Dynamic Advisor Solutions
Arizona
$75K -$1.11K -216 -1%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$72K -$14.1K -2,747 -15%
AF
64
Allworth Financial
California
$71K – – –
CWS
65
Cypress Wealth Services
California
$68K – – –
CHAM
66
Clear Harbor Asset Management
Connecticut
$60K +$5.13K +1,000 +8%
Creative Planning
67
Creative Planning
Kansas
$58K -$2.34K -455 -3%
SMC
68
Smith, Moore & Co
Missouri
$54K +$5.13K +1,000 +9%
RFC
69
Regions Financial Corp
Alabama
$54K +$61.1K +11,900 New
HR
70
Hayden Royal
North Carolina
$52.2K +$58.5K +11,400 New
FAAS
71
First Allied Advisory Services
California
$52K -$114K -22,276 -66%
LA
72
LexAurum Advisors
Kansas
$51K -$77.6K -15,110 -57%
MWM
73
Merriman Wealth Management
Washington
$48K +$54.4K +10,600 New
Carson Wealth (CWM LLC)
74
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
SPIA
75
Steward Partners Investment Advisory
New York
$43K +$12.9K +2,520 +36%
1 2
3
4 5

PPT Hedge Fund Activity: Q1 2020 in Review

99 of the 4,539 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2020, worth a combined $76.5M — down 10% from $85.2M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new PPT positions and 11 closed out — a net gain of 7 holders — while 23 added to existing stakes and 28 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $3.27M. The largest seller was MML Investors Services, cutting an estimated $564K.

  • 99 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2020, up from 95 in Q4 2019.
  • Funds reported $76.5M of Franklin Premier Income Trust stock for Q1 2020, down 10% quarter-over-quarter.
  • 18 funds opened new Franklin Premier Income Trust positions in Q1 2020 and 11 closed out, a net change of +7 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2020 was Morgan Stanley, an estimated $3.27M added.
  • The largest Franklin Premier Income Trust seller in Q1 2020 was MML Investors Services, an estimated $564K sold.

Based on aggregated 13F filings for Q1 2020.