PPT

Putnam Premier Income Trust

85 hedge funds and large institutions have $144M invested in Putnam Premier Income Trust in 2025 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 28 increasing their positions, 23 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

9% less first-time investments, than exits

New positions opened: 10 | Existing positions closed: 11

4% less funds holding

Funds holding: 8985 (-4)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $20K

Holders
85
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
$20K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OIA
51
OneDigital Investment Advisors
Kansas
$89.8K
LCM
52
Lazari Capital Management
California
$82.3K
IA
53
IFP Advisors
Florida
$73.3K
EC
54
Elequin Capital
New York
$67.5K
FAG
55
Fortitude Advisory Group
Washington
$65.6K
Mariner
56
Mariner
Kansas
$63K
SMH
57
Sanders Morris Harris
Texas
$56.8K
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$45.2K
CIBC Private Wealth Group
59
CIBC Private Wealth Group
Georgia
$40.2K
MFG
60
Merit Financial Group
Georgia
$37.7K
SPF
61
South Plains Financial
Texas
$32.1K
SPIA
62
Steward Partners Investment Advisory
New York
$23.9K
FFWM
63
Future Financial Wealth Management
Ohio
$18.4K
BC
64
Barrett & Company
Rhode Island
$18.4K
MCM
65
MAI Capital Management
Ohio
$18.4K
BCWM
66
Bartlett & Co Wealth Management
Ohio
$16.5K
US Bancorp
67
US Bancorp
Minnesota
$12.8K
GWM
68
Geneos Wealth Management
Colorado
$12.3K
PNC Financial Services Group
69
PNC Financial Services Group
Pennsylvania
$11.7K
SIC
70
Salem Investment Counselors
North Carolina
$11.3K
CFD
71
Creative Financial Designs
Indiana
$10.2K
JPMorgan Chase & Co
72
JPMorgan Chase & Co
New York
$9.63K
KB
73
Kimelman & Baird
New York
$9.28K
WA
74
WPG Advisers
Maryland
$5.23K
AAS
75
Ameritas Advisory Services
Nebraska
$5.11K