PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

112 hedge funds and large institutions have $114M invested in Putnam Premier Income Trust in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 17 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
17
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.97M
2
AFS
Access Financial Services
Minnesota
+$1.18M
3
LCM
Landscape Capital Management
New Jersey
+$1.14M
4
SFS
Shaker Financial Services
Virginia
+$1.07M
5
Citigroup
Citigroup
New York
+$814K

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$1.07M
2
Wells Fargo
Wells Fargo
California
-$927K
3
AWM
Arbor Wealth Management
Florida
-$855K
4
HWM
Howard Wealth Management
Connecticut
-$473K
5
ACA
Ascension Capital Advisors
Texas
-$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
BA
51
Ballew Advisors
Mississippi
$201K -$3.32K -717 -2%
MCP
52
Mirador Capital Partners
California
$181K +$181K +38,961 New
IAIM
53
International Assets Investment Management
Florida
$179K -$18.6K -3,996 -9%
OC
54
Oppenheimer & Co
New York
$178K +$178K +38,200 New
BS
55
Boenning & Scattergood
Pennsylvania
$137K – – –
SB
56
Simmons Bank
Arkansas
$131K +$131K +28,232 New
OIA
57
OneDigital Investment Advisors
Kansas
$129K -$211K -45,405 -62%
CCFM
58
Clear Creek Financial Management
Washington
$115K +$115K +24,944 New
1SB
59
1ST Source Bank
Indiana
$94K – – –
PNC Financial Services Group
60
PNC Financial Services Group
Pennsylvania
$94K – – –
CAM
61
Columbia Asset Management
Michigan
$93K – – –
SPIA
62
Steward Partners Investment Advisory
New York
$91K -$6.94K -1,500 -7%
H
63
HoyleCohen
California
$83K +$83K +17,900 New
PAG
64
Private Advisor Group
New Jersey
$82K -$39.7K -8,527 -33%
RJT
65
Raymond James Trust
Florida
$75K -$67.5K -14,500 -47%
CIBC Private Wealth Group
66
CIBC Private Wealth Group
Georgia
$75K -$1.01K -216 -1%
AF
67
Allworth Financial
California
$73K – – –
Susquehanna International Group
68
Susquehanna International Group
Pennsylvania
$73K +$73K +15,781 New
SWM
69
SeaCrest Wealth Management
New York
$72K -$18.6K -4,000 -21%
CWS
70
Cypress Wealth Services
California
$70K +$70K +15,000 New
Cetera Investment Advisers
71
Cetera Investment Advisers
Illinois
$66K +$66K +14,218 New
CPWA
72
Cerro Pacific Wealth Advisors
California
$65K +$65K +14,017 New
CHAM
73
Clear Harbor Asset Management
Connecticut
$60K -$2.22K -475 -4%
DAS
74
Dynamic Advisor Solutions
Arizona
$59K – – –
Creative Planning
75
Creative Planning
Kansas
$57K – – –
1 2
3
4 5