PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $204M invested in Putnam Premier Income Trust in 2014 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 24 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+12
Holders Change %
+15.19%
% of All Funds
2.43%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
21
Increased
24
Reduced
22
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$36.5M
2
EVM
2
Eaton Vance Management
Massachusetts
$7.06M
3
RVP
3
Relative Value Partners
Illinois
$31.3M
4
RJFSA
4
Raymond James Financial Services Advisors
Florida
$1.48M
5
UCFA
5
United Capital Financial Advisors
Texas
$1.32M

Top Sellers

1
SCM
1
Saba Capital Management
New York
$30.9M
2
TJHA
2
Thomas J. Herzfeld Advisors
Florida
$1.2M
3
RCM
3
Rivernorth Capital Management
Florida
$12.9M
4
Bank of America
4
Bank of America
North Carolina
$1.65M
5
RC
5
Roundview Capital
New Jersey
$491K
Name Holding Trade Value Shares
Change 		Shares
Change %
GWA
76
Genesis Wealth Advisors
Massachusetts
$38.4K +$38.4K +7,273 New
Fifth Third Bancorp
77
Fifth Third Bancorp
Ohio
$36K – – –
NFG
78
Next Financial Group
Texas
$25K +$7.96K +1,494 +47%
Creative Planning
79
Creative Planning
Kansas
$22K +$13.8K +2,650 +169%
TCM
80
Tradewinds Capital Management
Washington
$17K – – –
NPC
81
National Planning Corporation
California
$17K +$17K +3,256 New
CPIG
82
Chicago Partners Investment Group
Illinois
$15K +$15K +2,905 New
HCM
83
Highlander Capital Management
New Jersey
$14K – – –
Citigroup
84
Citigroup
New York
$12K -$19.1K -3,663 -61%
BAM
85
Barrett Asset Management
New York
$11K – – –
DAM
86
Delta Asset Management
Tennessee
$11K – – –
AAM
87
Advisors Asset Management
Colorado
$5K – – –
CG
88
Colony Group
Massachusetts
$5K – – –
AllianceBernstein
89
AllianceBernstein
Tennessee
$4K – – –
First Manhattan
90
First Manhattan
New York
$2K – – –
AIG
91
American International Group
New York
$788 – – –
BRWA
92
B. Riley Wealth Advisors
Florida
$21 +$21 +4,047 New
IAS
93
IMA Advisory Services
Colorado
– -$435K -79,375 Closed
PSI
94
Pinnacle Summer Investments
Virginia
– -$164K -30,000 Closed
PMFA
95
Plante Moran Financial Advisors
Michigan
– -$6K -1,019 Closed
LFR
96
Lehman Financial Resources
Pennsylvania
– -$3K -576 Closed
1 2 3
4