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PPT

Franklin Premier Income Trust
PPT

106 hedge funds and large institutions have $111M invested in Franklin Premier Income Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $90.4M → $111M (+$20.1M)

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

5.61% more ownership

Funds ownership: 13.99% → 19.6% (+5.6%)

0% more funds holding

Funds holding: 106 → 106 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
30
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$10.9M
2
ACM
Arlington Capital Management
Illinois
+$4.25M
3
SIA
Sit Investment Associates
Minnesota
+$4.22M
4
UBS Group
UBS Group
Switzerland
+$1.29M
5
Invesco
Invesco
Georgia
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.4M
2
SRC
Shufro Rose & Co
New York
-$832K
3
Ameriprise
Ameriprise
Minnesota
-$674K
4
BTS
BB&T Securities
Virginia
-$572K
5
PAG
Pinnacle Advisory Group
Maryland
-$496K
Name Holding Trade Value Shares
Change 		Change in
Stake
PHS
76
Pekin Hardy Strauss
Illinois
$53K +$53.4K +10,215 New
BWL
77
Bogart Wealth LLC
Virginia
$49K – – –
OIA
78
Optimum Investment Advisors
Illinois
$31K +$31.4K +6,000 New
SIC
79
Salem Investment Counselors
North Carolina
$25K – – –
CAC
80
Certified Advisory Corp
Florida
$21K – – –
US Bancorp
81
US Bancorp
Minnesota
$18K -$1.84K -353 -9%
GWM
82
Geneos Wealth Management
Colorado
$17K – – –
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$16K -$12.5K -2,385 -44%
TCM
84
Tradewinds Capital Management
Washington
$16K – – –
SFM
85
Signet Financial Management
New Jersey
$16K +$16.5K +3,153 New
SPIA
86
Steward Partners Investment Advisory
New York
$15K – – –
SWP
87
Stratos Wealth Partners
Ohio
$12K – – –
DAM
88
Delta Asset Management
Tennessee
$11K – – –
CTC
89
Central Trust Company
Missouri
$10K +$10.3K +1,975 New
MSFP
90
Mark Sheptoff Financial Planning
Connecticut
$8K +$8.49K +1,625 New
MOS
91
MGO One Seven
Ohio
$7K -$68 -13 -0.9%
ASN
92
Advisory Services Network
Georgia
$6K – – –
DSC
93
Duncker Streett & Co
Missouri
$6K – – –
HCM
94
Highlander Capital Management
New Jersey
$6K – – –
AIM
95
Anchor Investment Management
South Carolina
$5.23K – – –
THWM
96
Taylor Hoffman Wealth Management
Virginia
$5K – – –
AWM
97
Avior Wealth Management
Nebraska
$4K – – –
MFW
98
Mosaic Family Wealth
Missouri
$4K – – –
ST
99
Smithfield Trust
Pennsylvania
$4K – – –
SEI Investments
100
SEI Investments
Pennsylvania
$4K +$2.08K +398 +125%
1 2 3
4
5

PPT Hedge Fund Activity: Q1 2018 in Review

106 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2018, worth a combined $111M — up 22% from $90.4M a quarter earlier.

Fund positioning in PPT was balanced in Q1 2018: 16 funds opened new positions, 16 closed out, 30 added to existing stakes and 27 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $10.9M. The largest seller was Wells Fargo, cutting an estimated $2.4M.

  • 106 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $111M of Franklin Premier Income Trust stock for Q1 2018, up 22% quarter-over-quarter.
  • 16 funds opened new Franklin Premier Income Trust positions in Q1 2018 and 16 closed out, a net change of 0 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2018 was Eaton Vance Management, an estimated $10.9M added.
  • The largest Franklin Premier Income Trust seller in Q1 2018 was Wells Fargo, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2018.