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PPT

Franklin Premier Income Trust
PPT

91 hedge funds and large institutions have $110M invested in Franklin Premier Income Trust in 2022 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 28 increasing their positions, 20 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 20

0.91% more ownership

Funds ownership: 29.2% → 30.1% (+0.91%)

3% less capital invested

Capital invested by funds: $113M → $110M (-$3.21M)

2% less funds holding

Funds holding: 93 → 91 (-2)

15% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 13

50% less funds holding in top 10

Funds holding in top 10: 2 → 1 (-1)

Holders
91
Holders Change
-2
Holders Change %
-2.15%
% of All Funds
1.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
11
Increased
28
Reduced
20
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$4.47M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$1.95M
3
VCM
Vivaldi Capital Management
Illinois
+$501K
4
1CP
1607 Capital Partners
Virginia
+$242K
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$172K

Top Sellers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
-$2.36M
2
Morgan Stanley
Morgan Stanley
New York
-$937K
3
PA
Pinnacle Associates
New York
-$232K
4
RJA
Raymond James & Associates
Florida
-$201K
5
SKK
Shepherd Kaplan Krochuk
Massachusetts
-$159K
Name Holding Trade Value Shares
Change 		Change in
Stake
OC
51
Oppenheimer & Co
New York
$67K – – –
FAG
52
Fortitude Advisory Group
Washington
$66K – – –
Stifel Financial
53
Stifel Financial
Missouri
$63K -$4.26K -1,116 -6%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$63K +$7.84K +2,056 +13%
CFA
55
Cahill Financial Advisors
Minnesota
$60K -$54.3K -14,234 -46%
FFA
56
First Foundation Advisors
California
$60K – – –
AF
57
Allworth Financial
California
$56K – – –
MCP
58
Mirador Capital Partners
California
$54K +$591 +155 +1%
PAS
59
Park Avenue Securities
New York
$47K -$1.39K -363 -3%
BRWA
60
B. Riley Wealth Advisors
Florida
$46K +$48K +12,591 New
Citadel Advisors
61
Citadel Advisors
Florida
$46K +$49.3K +12,923 New
Creative Planning
62
Creative Planning
Kansas
$44K -$3.01K -790 -6%
DBT
63
Dubuque Bank & Trust
Iowa
$44K – – –
RFC
64
Regions Financial Corp
Alabama
$43K – – –
WP
65
WealthSource Partners
California
$41K +$43.4K +11,385 New
PWPS
66
Pinnacle Wealth Planning Services
Ohio
$40K – – –
CIBC Private Wealth Group
67
CIBC Private Wealth Group
Georgia
$40K +$469 +123 +1%
HI
68
Harbour Investments
Wisconsin
$39K – – –
SMC
69
Smith, Moore & Co
Missouri
$39K +$41.6K +10,900 New
BWM
70
Birchcreek Wealth Management
Ohio
$37K – – –
HA
71
HFG Advisors
Ohio
$37K – – –
KAS
72
Kestra Advisory Services
Texas
$37K +$39.2K +10,270 New
APA
73
American Portfolios Advisors
New York
$29.3K +$279 +73 +0.9%
IAMOG
74
Investors Asset Management of Georgia
Georgia
$29K – – –
IA
75
IFP Advisors
Florida
$29K +$324 +85 +1%
1 2
3
4 5

PPT Hedge Fund Activity: Q3 2022 in Review

91 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q3 2022, worth a combined $110M — down 2.8% from $113M a quarter earlier.

Sellers outnumbered buyers: 13 funds closed out of PPT and 11 opened new positions — a net loss of 2 holders — while 20 trimmed existing stakes and 28 added.

The largest buyer was Sit Investment Associates, adding an estimated $4.47M. The largest seller was Karpus Investment Management, cutting an estimated $2.36M.

  • 91 institutional investors held Franklin Premier Income Trust (PPT) as of Q3 2022, down from 93 in Q2 2022.
  • Funds reported $110M of Franklin Premier Income Trust stock for Q3 2022, down 2.8% quarter-over-quarter.
  • 11 funds opened new Franklin Premier Income Trust positions in Q3 2022 and 13 closed out, a net change of -2 holders.
  • The largest Franklin Premier Income Trust buyer in Q3 2022 was Sit Investment Associates, an estimated $4.47M added.
  • The largest Franklin Premier Income Trust seller in Q3 2022 was Karpus Investment Management, an estimated $2.36M sold.

Based on aggregated 13F filings for Q3 2022.