PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

105 hedge funds and large institutions have $125M invested in Putnam Premier Income Trust in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
36
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$6.5M
2
SMH
2
Sanders Morris Harris
Texas
$692K
3
SFS
3
Shaker Financial Services
Virginia
$2.69M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$916K
2
Bank of America
2
Bank of America
North Carolina
$2.01M
3
SIA
3
Sit Investment Associates
Minnesota
$67.5M
4
AFS
4
Access Financial Services
Minnesota
$587K
5
Cohen & Steers
5
Cohen & Steers
New York
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
SB
51
Simmons Bank
Arkansas
$132K – – –
IAIM
52
International Assets Investment Management
Florida
$129K -$180K -38,790 -58%
CCFM
53
Clear Creek Financial Management
Washington
$126K +$126K +27,094 New
AWM
54
AE Wealth Management
Kansas
$124K +$124K +26,649 New
SPIA
55
Steward Partners Investment Advisory
New York
$107K +$15.7K +3,391 +17%
BA
56
Ballew Advisors
Mississippi
$103K -$111K -23,437 -52%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$101K +$6.61K +1,400 +7%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$100K +$30.4K +6,494 +44%
PFS
59
Prospera Financial Services
Texas
$99K +$99K +21,131 New
PWA
60
Pinnacle Wealth Advisors
Tennessee
$84K +$84K +17,970 New
PFP
61
Pinnacle Financial Partners
Tennessee
$84K +$84K +17,970 New
PAG
62
Private Advisor Group
New Jersey
$82K +$3.39K +724 +4%
CIBC Private Wealth Group
63
CIBC Private Wealth Group
Georgia
$76K +$429 +92 +0.6%
AF
64
Allworth Financial
California
$73K – – –
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$69K +$69K +14,708 New
RJT
66
Raymond James Trust
Florida
$68K +$68K +14,523 New
Bank of New York Mellon
67
Bank of New York Mellon
New York
$65K +$65K +13,941 New
HI
68
Harbour Investments
Wisconsin
$64K +$983 +212 +2%
CPWA
69
Cerro Pacific Wealth Advisors
California
$64K +$64K +13,800 New
Creative Planning
70
Creative Planning
Kansas
$61K -$6.02K -1,285 -9%
DBT
71
Dubuque Bank & Trust
Iowa
$57K – – –
OIA
72
Optimum Investment Advisors
Illinois
$56K +$28K +6,000 +100%
RFC
73
Regions Financial Corp
Alabama
$55K – – –
HR
74
Hayden Royal
North Carolina
$53K – – –
SWM
75
SeaCrest Wealth Management
New York
$51K – – –
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3
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