PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

99 hedge funds and large institutions have $101M invested in Putnam Premier Income Trust in 2018 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 30 increasing their positions, 28 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
99
Holders Change
-7
Holders Change %
-6.6%
% of All Funds
2.27%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
9
Increased
30
Reduced
28
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$1.15M
2
Morgan Stanley
Morgan Stanley
New York
+$840K
3
RJA
Raymond James & Associates
Florida
+$761K
4
NMC
Nine Masts Capital
Hong Kong
+$543K
5
CAN
Cetera Advisor Networks
California
+$482K

Top Sellers

1
EVM
Eaton Vance Management
Massachusetts
-$11M
2
SIA
Sit Investment Associates
Minnesota
-$3.76M
3
SRC
Shufro Rose & Co
New York
-$906K
4
PPA
Parametric Portfolio Associates
Washington
-$261K
5
TJHA
Thomas J. Herzfeld Advisors
Florida
-$249K
Name Holding Trade Value Shares
Change 		Shares
Change %
William Blair & Company
76
William Blair & Company
Illinois
$52K +$52K +10,000 New
BWL
77
Bogart Wealth LLC
Virginia
$38K -$9.66K -1,876 -20%
OIA
78
Optimum Investment Advisors
Illinois
$31K – – –
RWA
79
River Wealth Advisors
Pennsylvania
$27K +$27K +5,220 New
SIC
80
Salem Investment Counselors
North Carolina
$25K – – –
CAC
81
Certified Advisory Corp
Florida
$22K – – –
US Bancorp
82
US Bancorp
Minnesota
$18K – – –
GWM
83
Geneos Wealth Management
Colorado
$17K – – –
TCM
84
Tradewinds Capital Management
Washington
$16K – – –
SFM
85
Signet Financial Management
New Jersey
$16K – – –
SPIA
86
Steward Partners Investment Advisory
New York
$16K – – –
WAP
87
Wealthcare Advisory Partners
Pennsylvania
$16K +$84 +16 +0.5%
DAM
88
Delta Asset Management
Tennessee
$11K – – –
HCM
89
Highlander Capital Management
New Jersey
$6K – – –
AIM
90
Anchor Investment Management
South Carolina
$5.23K – – –
THWM
91
Taylor Hoffman Wealth Management
Virginia
$5K – – –
DSC
92
Duncker Streett & Co
Missouri
$4K -$2K -379 -33%
ST
93
Smithfield Trust
Pennsylvania
$4K – – –
AWM
94
Avior Wealth Management
Nebraska
$4K – – –
MFW
95
Mosaic Family Wealth
Missouri
$4K – – –
CFA
96
Carroll Financial Associates
North Carolina
$3K – – –
SEI Investments
97
SEI Investments
Pennsylvania
$2K -$2.5K -398 -56%
ADL
98
Asset Dedication LLC
California
$2K +$30 +5 +2%
WT
99
Whittier Trust
California
$1K – – –
EVM
100
Eaton Vance Management
Massachusetts
– -$11M -2,080,537 Closed
1 2 3
4
5