PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $90.6M invested in Putnam Premier Income Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
14
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$34.9M
2
OFG
2
OTA Financial Group
New York
$734K
3
AWM
3
Apollon Wealth Management
South Carolina
$526K
4
DJSG
4
D.J. St. Germain
Massachusetts
$237K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$802K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.97M
2
Invesco
2
Invesco
Georgia
$4.52M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$609K
4
CWP
4
Capital Wealth Planning
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$7.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$94K – – –
Cambridge Investment Research Advisors
52
Cambridge Investment Research Advisors
Iowa
$91K -$3.41K -720 -4%
Jane Street
53
Jane Street
New York
$90K +$90K +18,909 New
CCFM
54
Clear Creek Financial Management
Washington
$87K – – –
BCWM
55
Bartlett & Co Wealth Management
Ohio
$86.7K -$31.5K -6,550 -27%
AC
56
Avestar Capital
New York
$86K – – –
BC
57
Bartlett & Co
Ohio
$85K -$30.9K -6,550 -27%
HF
58
HRT Financial
New York
$81K +$81K +17,255 New
APA
59
American Portfolios Advisors
New York
$78.7K – – –
AF
60
Allworth Financial
California
$74K – – –
CWS
61
Cypress Wealth Services
California
$71K – – –
CHAM
62
Clear Harbor Asset Management
Connecticut
$63K – – –
DAS
63
Dynamic Advisor Solutions
Arizona
$60K -$18.9K -3,965 -24%
Creative Planning
64
Creative Planning
Kansas
$60K – – –
Stifel Financial
65
Stifel Financial
Missouri
$59K -$80K -17,030 -58%
RFC
66
Regions Financial Corp
Alabama
$56K – – –
HR
67
Hayden Royal
North Carolina
$54.4K – – –
FAAS
68
First Allied Advisory Services
California
$54K – – –
LA
69
LexAurum Advisors
Kansas
$54K +$407 +86 +0.8%
SMC
70
Smith, Moore & Co
Missouri
$52K -$4.73K -1,000 -8%
EP
71
Eudaimonia Partners
Tennessee
$52K +$52K +10,925 New
G
72
GenTrust
Florida
$48K +$48K +10,000 New
Carson Wealth (CWM LLC)
73
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
Citigroup
74
Citigroup
New York
$39K +$368 +78 +1%
OIA
75
Optimum Investment Advisors
Illinois
$29K – – –
1 2
3
4 5