PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

106 hedge funds and large institutions have $90.4M invested in Putnam 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
Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
2.41%
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

1
SIA
1
Sit Investment Associates
Minnesota
$24.6M
2
UBS Group
2
UBS Group
Switzerland
$3.13M
3
Wells Fargo
3
Wells Fargo
California
$11.3M
4
SRC
4
Shufro Rose & Co
New York
$849K
5
Bank of America
5
Bank of America
North Carolina
$4.85M

Top Sellers

1
LCM
1
Laurion Capital Management
New York
$0
2
Invesco
2
Invesco
Georgia
$4.5M
3
MML Investors Services
3
MML Investors Services
Massachusetts
$1.27M
4
VF
4
Virtu Financial
New York
$0
5
CIBC Private Wealth Group
5
CIBC Private Wealth Group
Georgia
$696K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$53K -$5.36K -1,011 -9%
SWM
77
SeaCrest Wealth Management
New York
$51K +$51K +9,500 New
BWL
78
Bogart Wealth LLC
Virginia
$49K – – –
WAP
79
Wealthcare Advisory Partners
Pennsylvania
$29K +$7.03K +1,315 +32%
PA
80
Parallel Advisors
California
$27K +$27K +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 +$21K +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 +$14K +2,778 New
SWP
89
Stratos Wealth Partners
Ohio
$12K +$12K +2,299 New
DAM
90
Delta Asset Management
Tennessee
$11K – – –
Northwestern Mutual Wealth Management
91
Northwestern Mutual Wealth Management
Wisconsin
$7K -$781 -145 -10%
MOS
92
MGO One Seven
Ohio
$7K +$7K +1,402 New
DSC
93
Duncker Streett & Co
Missouri
$6K – – –
HCM
94
Highlander Capital Management
New Jersey
$6K – – –
ASN
95
Advisory Services Network
Georgia
$6K – – –
AIM
96
Anchor Investment Management
South Carolina
$5.33K – – –
THWM
97
Taylor Hoffman Wealth Management
Virginia
$5K +$5K +1,000 New
ST
98
Smithfield Trust
Pennsylvania
$4K – – –
MFW
99
Mosaic Family Wealth
Missouri
$4K – – –
AWM
100
Avior Wealth Management
Nebraska
$4K +$4K +691 New
1 2 3
4
5