Franklin Premier Income Trust
PPT
100 hedge funds and large institutions have $119M invested in Franklin Premier Income Trust in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 16 closing their positions.
13% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 16
1.33% more ownership
Funds ownership: 25.91% → 27.25% (+1.3%)
0% more funds holding
Funds holding: 100 → 100 (0)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2% less capital invested
Capital invested by funds: $121M → $119M (-$2.15M)
45% less repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 29
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$9.71M |
| 2 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
+$1M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$573K |
| 4 |
LFAS
Level Four Advisory Services
Dallas,
Texas
|
+$321K |
| 5 |
WAM
Weiss Asset Management
Boston,
Massachusetts
|
+$296K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Invesco
Atlanta,
Georgia
|
-$1.08M |
| 2 |
HWM
Howard Wealth Management
Madison,
Connecticut
|
-$744K |
| 3 |
QCIG
Quad-Cities Investment Group
Davenport,
Iowa
|
-$547K |
| 4 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
-$321K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$312K |
PPT Hedge Fund Activity: Q4 2021 in Review
100 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q4 2021, worth a combined $119M — down 1.8% from $121M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new PPT positions and 16 closed out — a net gain of 2 holders — while 16 added to existing stakes and 29 trimmed.
The largest buyer was Sit Investment Associates, adding an estimated $9.71M. The largest seller was Invesco, cutting an estimated $1.08M.
- 100 institutional investors held Franklin Premier Income Trust (PPT) as of Q4 2021, unchanged from Q3 2021.
- Funds reported $119M of Franklin Premier Income Trust stock for Q4 2021, down 1.8% quarter-over-quarter.
- 18 funds opened new Franklin Premier Income Trust positions in Q4 2021 and 16 closed out, a net change of +2 holders.
- The largest Franklin Premier Income Trust buyer in Q4 2021 was Sit Investment Associates, an estimated $9.71M added.
- The largest Franklin Premier Income Trust seller in Q4 2021 was Invesco, an estimated $1.08M sold.
Based on aggregated 13F filings for Q4 2021.