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PPT

Franklin Premier Income Trust
PPT

88 hedge funds and large institutions have $114M invested in Franklin Premier Income Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 31.68% → 31.56% (-0.13%)

3% less capital invested

Capital invested by funds: $118M → $114M (-$3.96M)

10% less funds holding

Funds holding: 98 → 88 (-10)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
88
Holders Change
-10
Holders Change %
-10.2%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
32
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
+$1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$669K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$443K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$415K
5
SMH
Sanders Morris Harris
Texas
+$379K

Top Sellers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
-$1.45M
2
Morgan Stanley
Morgan Stanley
New York
-$752K
3
1CP
1607 Capital Partners
Virginia
-$559K
4
Walleye Capital
Walleye Capital
New York
-$407K
5
SIA
Sit Investment Associates
Minnesota
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
HF
51
HRT Financial
New York
$84K +$88K +23,770 New
Mariner
52
Mariner
Kansas
$66K -$1.26K -340 -2%
FAG
53
Fortitude Advisory Group
Washington
$65.5K – – –
FWM
54
Forza Wealth Management
Florida
$62K +$64.5K +17,410 New
FFA
55
First Foundation Advisors
California
$59.2K – – –
Creative Planning
56
Creative Planning
Kansas
$57.6K -$1.11K -300 -2%
AF
57
Allworth Financial
California
$51.9K -$4.04K -1,090 -7%
BRWA
58
B. Riley Wealth Advisors
Florida
$49.1K +$93 +25 +0.2%
SLWA
59
San Luis Wealth Advisors
California
$44K +$45.5K +12,301 New
DBT
60
Dubuque Bank & Trust
Iowa
$43.3K – – –
RRA
61
Round Rock Advisors
Connecticut
$42.7K – – –
RFC
62
Regions Financial Corp
Alabama
$42K – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$41.4K -$18.5K -5,000 -30%
CIBC Private Wealth Group
64
CIBC Private Wealth Group
Georgia
$40.6K +$492 +133 +1%
SMC
65
Smith, Moore & Co
Missouri
$38.8K – – –
PFS
66
Prospera Financial Services
Texas
$38.6K +$822 +222 +2%
PHS
67
Pekin Hardy Strauss
Illinois
$37.6K -$4.57K -1,235 -10%
HA
68
HFG Advisors
Ohio
$37.2K – – –
HI
69
Harbour Investments
Wisconsin
$32K – – –
IA
70
IFP Advisors
Florida
$27.6K -$1.46K -393 -7%
BLC
71
Brown, Lisle/Cummings
Rhode Island
$26.7K – – –
BC
72
Barrett & Company
Rhode Island
$25.8K – – –
GRP
73
Global Retirement Partners
California
$19K – – –
SIC
74
Salem Investment Counselors
North Carolina
$17.3K -$96 -26 -0.5%
BCWM
75
Bartlett & Co Wealth Management
Ohio
$16.1K – – –
1 2
3
4 5

PPT Hedge Fund Activity: Q1 2023 in Review

88 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2023, worth a combined $114M — down 3.4% from $118M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PPT and 7 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 32 added.

The largest buyer was Transform Wealth, opening a new position worth an estimated $1M. The largest seller was Vivaldi Capital Management, cutting an estimated $1.45M.

  • 88 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $114M of Franklin Premier Income Trust stock for Q1 2023, down 3.4% quarter-over-quarter.
  • 7 funds opened new Franklin Premier Income Trust positions in Q1 2023 and 15 closed out, a net change of -8 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2023 was Transform Wealth, an estimated $1M added.
  • The largest Franklin Premier Income Trust seller in Q1 2023 was Vivaldi Capital Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2023.