PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

94 hedge funds and large institutions have $96.1M invested in Putnam Premier Income Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
25
Reduced
21
Closed
11
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$10.8M
2
SFS
Shaker Financial Services
Virginia
+$2.29M
3
Morgan Stanley
Morgan Stanley
New York
+$890K
4
SMH
Sanders Morris Harris
Texas
+$661K
5
AWM
Apollon Wealth Management
South Carolina
+$572K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.94M
2
RJA
Raymond James & Associates
Florida
-$1.07M
3
OFG
OTA Financial Group
New York
-$734K
4
Bank of America
Bank of America
North Carolina
-$140K
5
IF
Intrua Financial
Texas
-$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
1SB
51
1ST Source Bank
Indiana
$90K +$90K +20,143 New
CAM
52
Columbia Asset Management
Michigan
$89K +$89K +20,000 New
PPA
53
Parametric Portfolio Associates
Washington
$88K +$88K +19,767 New
SWM
54
SeaCrest Wealth Management
New York
$87K -$10.6K -2,380 -11%
BCWM
55
Bartlett & Co Wealth Management
Ohio
$80.8K – – –
BC
56
Bartlett & Co
Ohio
$80K – – –
AC
57
Avestar Capital
New York
$79K – – –
APA
58
American Portfolios Advisors
New York
$73.9K – – –
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$73K +$73K +16,337 New
AF
60
Allworth Financial
California
$70K – – –
WS
61
Wedbush Securities
California
$60K -$68K -15,250 -53%
Stifel Financial
62
Stifel Financial
Missouri
$60K +$4.58K +1,036 +8%
CHAM
63
Clear Harbor Asset Management
Connecticut
$59.3K – – –
DAS
64
Dynamic Advisor Solutions
Arizona
$56K – – –
LA
65
LexAurum Advisors
Kansas
$56K +$4.87K +1,086 +10%
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$55K -$30.4K -6,844 -36%
Creative Planning
67
Creative Planning
Kansas
$55K -$1.57K -351 -3%
RFC
68
Regions Financial Corp
Alabama
$53K – – –
HR
69
Hayden Royal
North Carolina
$51K – – –
FAAS
70
First Allied Advisory Services
California
$51K – – –
Carson Wealth (CWM LLC)
71
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
SMC
72
Smith, Moore & Co
Missouri
$45K -$4.5K -1,000 -9%
Citigroup
73
Citigroup
New York
$38K +$1.75K +400 +5%
OIA
74
Optimum Investment Advisors
Illinois
$27K – – –
PFS
75
Prospera Financial Services
Texas
$22K +$22K +5,000 New
1 2
3
4 5