PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $115M invested in Putnam Premier Income Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 18 closing their positions.

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
25
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$5.8M
2
1CP
2
1607 Capital Partners
Virginia
$2.84M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.4M
4
VCM
4
Vivaldi Capital Management
Illinois
$1.26M
5
Invesco
5
Invesco
Georgia
$5.08M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$57.3M
2
SFS
2
Shaker Financial Services
Virginia
$1.83M
3
RJA
3
Raymond James & Associates
Florida
$2.1M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
UBS Group
5
UBS Group
Switzerland
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAIM
51
International Assets Investment Management
Florida
$85K -$26.3K -6,558 -24%
BA
52
Ballew Advisors
Mississippi
$85K – – –
PFS
53
Prospera Financial Services
Texas
$78K -$8.52K -2,131 -10%
OC
54
Oppenheimer & Co
New York
$74K -$4.77K -1,200 -6%
FAG
55
Fortitude Advisory Group
Washington
$73K +$9.97K +2,512 +16%
Carson Wealth (CWM LLC)
56
Carson Wealth (CWM LLC)
Nebraska
$72K – – –
MCP
57
Mirador Capital Partners
California
$69K +$1.28K +321 +2%
AF
58
Allworth Financial
California
$63K – – –
Creative Planning
59
Creative Planning
Kansas
$52K – – –
PAS
60
Park Avenue Securities
New York
$50K +$50K +12,557 New
DBT
61
Dubuque Bank & Trust
Iowa
$49K – – –
OIA
62
Optimum Investment Advisors
Illinois
$48K – – –
JF
63
Jump Financial
Illinois
$48K +$48K +11,900 New
RFC
64
Regions Financial Corp
Alabama
$47K – – –
CIBC Private Wealth Group
65
CIBC Private Wealth Group
Georgia
$43K +$438 +111 +1%
HA
66
HFG Advisors
Ohio
$42K – – –
PWPS
67
Pinnacle Wealth Planning Services
Ohio
$42K +$42K +10,429 New
BWM
68
Birchcreek Wealth Management
Ohio
$41K – – –
SMC
69
Smith, Moore & Co
Missouri
$40K – – –
BS
70
Boenning & Scattergood
Pennsylvania
$40K – – –
Citadel Advisors
71
Citadel Advisors
Florida
$40K +$40K +10,105 New
GLLW
72
Graves Light Lenhart Wealth
Virginia
$38K – – –
APA
73
American Portfolios Advisors
New York
$32.3K – – –
BLC
74
Brown, Lisle/Cummings
Rhode Island
$29.9K – – –
GWM
75
Geneos Wealth Management
Colorado
$28K +$19.2K +4,827 +218%
1 2
3
4 5