PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

106 hedge funds and large institutions have $111M invested in Putnam 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
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

1
EVM
Eaton Vance Management
Massachusetts
+$11M
2
ACM
Arlington Capital Management
Illinois
+$4.26M
3
SIA
Sit Investment Associates
Minnesota
+$4.23M
4
UBS Group
UBS Group
Switzerland
+$1.3M
5
Invesco
Invesco
Georgia
+$1.26M

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$2.4M
2
SRC
Shufro Rose & Co
New York
-$849K
3
Ameriprise
Ameriprise
Minnesota
-$674K
4
BTS
BB&T Securities
Virginia
-$572K
5
Morgan Stanley
Morgan Stanley
New York
-$496K
Name Holding Trade Value Shares
Change 		Shares
Change %
PHS
76
Pekin Hardy Strauss
Illinois
$53K +$53K +10,215 New
BWL
77
Bogart Wealth LLC
Virginia
$49K – – –
OIA
78
Optimum Investment Advisors
Illinois
$31K +$31K +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 -$1.82K -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 +$16K +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 +$10K +1,975 New
MSFP
90
Mark Sheptoff Financial Planning
Connecticut
$8K +$8K +1,625 New
MOS
91
MGO One Seven
Ohio
$7K -$66 -13 -0.9%
DSC
92
Duncker Streett & Co
Missouri
$6K – – –
HCM
93
Highlander Capital Management
New Jersey
$6K – – –
ASN
94
Advisory Services Network
Georgia
$6K – – –
AIM
95
Anchor Investment Management
South Carolina
$5.23K – – –
THWM
96
Taylor Hoffman Wealth Management
Virginia
$5K – – –
ST
97
Smithfield Trust
Pennsylvania
$4K – – –
AWM
98
Avior Wealth Management
Nebraska
$4K – – –
MFW
99
Mosaic Family Wealth
Missouri
$4K – – –
SEI Investments
100
SEI Investments
Pennsylvania
$4K +$2.22K +398 +125%
1 2 3
4
5