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PPT

Franklin Premier Income Trust
PPT

106 hedge funds and large institutions have $90.4M invested in Franklin Premier Income Trust in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

20% more funds holding

Funds holding: 88 → 106 (+18)

11% more capital invested

Capital invested by funds: $81.7M → $90.4M (+$8.76M)

1.47% more ownership

Funds ownership: 12.52% → 13.99% (+1.5%)

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
29
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$6.5M
2
UBS Group
UBS Group
Switzerland
+$950K
3
Wells Fargo
Wells Fargo
California
+$844K
4
SRC
Shufro Rose & Co
New York
+$840K
5
Bank of America
Bank of America
North Carolina
+$731K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$1.55M
2
Invesco
Invesco
Georgia
-$1.13M
3
MML Investors Services
MML Investors Services
Massachusetts
-$699K
4
VF
Virtu Financial
New York
-$555K
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$53K -$5.33K -1,011 -9%
SWM
77
SeaCrest Wealth Management
New York
$51K +$50.1K +9,500 New
BWL
78
Bogart Wealth LLC
Virginia
$49K – – –
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$29K +$6.93K +1,315 +32%
PA
80
Parallel Advisors
California
$27K +$26.4K +5,000 New
SIC
81
Salem Investment Counselors
North Carolina
$26K – – –
US Bancorp
82
US Bancorp
Minnesota
$21K – – –
CAC
83
Certified Advisory Corp
Florida
$21K +$21.8K +4,126 New
GWM
84
Geneos Wealth Management
Colorado
$18K – – –
TCM
85
Tradewinds Capital Management
Washington
$17K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$16K – – –
CCM
87
Cribstone Capital Management
Maine
$15K – – –
CA
88
Calton & Associates
Florida
$14K +$14.6K +2,778 New
SWP
89
Stratos Wealth Partners
Ohio
$12K +$12.1K +2,299 New
DAM
90
Delta Asset Management
Tennessee
$11K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$7K -$764 -145 -10%
MOS
92
MGO One Seven
Ohio
$7K +$7.39K +1,402 New
ASN
93
Advisory Services Network
Georgia
$6K – – –
DSC
94
Duncker Streett & Co
Missouri
$6K – – –
HCM
95
Highlander Capital Management
New Jersey
$6K – – –
AIM
96
Anchor Investment Management
South Carolina
$5.33K – – –
THWM
97
Taylor Hoffman Wealth Management
Virginia
$5K +$5.27K +1,000 New
MFW
98
Mosaic Family Wealth
Missouri
$4K – – –
ST
99
Smithfield Trust
Pennsylvania
$4K – – –
AWM
100
Avior Wealth Management
Nebraska
$4K +$3.64K +691 New
1 2 3
4
5

PPT Hedge Fund Activity: Q4 2017 in Review

106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q4 2017, worth a combined $90.4M — up 11% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PPT positions and 11 closed out — a net gain of 18 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $6.5M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.55M sold.

  • 106 institutional investors held Franklin Premier Income Trust (PPT) as of Q4 2017, up from 88 in Q3 2017.
  • Funds reported $90.4M of Franklin Premier Income Trust stock for Q4 2017, up 11% quarter-over-quarter.
  • 29 funds opened new Franklin Premier Income Trust positions in Q4 2017 and 11 closed out, a net change of +18 holders.
  • The largest Franklin Premier Income Trust buyer in Q4 2017 was Sit Investment Associates, an estimated $6.5M added.
  • The largest Franklin Premier Income Trust seller in Q4 2017 was Laurion Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2017.