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PPT

Franklin Premier Income Trust
PPT

98 hedge funds and large institutions have $99M invested in Franklin Premier Income Trust in 2018 Q3 according to their latest regulatory filings, with 11 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 24

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

0% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 11

0.26% less ownership

Funds ownership: 17.87% → 17.61% (-0.26%)

2% less capital invested

Capital invested by funds: $101M → $99M (-$1.81M)

1% less funds holding

Funds holding: 99 → 98 (-1)

Holders
98
Holders Change
-1
Holders Change %
-1.01%
% of All Funds
2.24%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.05%
New
11
Increased
30
Reduced
24
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SRC
Shufro Rose & Co
New York
+$906K
2
RJA
Raymond James & Associates
Florida
+$580K
3
MML Investors Services
MML Investors Services
Massachusetts
+$575K
4
CAN
Cetera Advisor Networks
California
+$478K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$413K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$3.1M
2
Goldman Sachs
Goldman Sachs
New York
-$488K
3
UBS Group
UBS Group
Switzerland
-$471K
4
NMC
Nine Masts Capital
Hong Kong
-$458K
5
Morgan Stanley
Morgan Stanley
New York
-$445K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
76
Salem Investment Counselors
North Carolina
$25K – – –
CAC
77
Certified Advisory Corp
Florida
$22K – – –
GWM
78
Geneos Wealth Management
Colorado
$18K – – –
US Bancorp
79
US Bancorp
Minnesota
$18K – – –
SFM
80
Signet Financial Management
New Jersey
$17K – – –
TCM
81
Tradewinds Capital Management
Washington
$17K – – –
SPIA
82
Steward Partners Investment Advisory
New York
$16K – – –
WAP
83
Wealthcare Advisory Partners
Pennsylvania
$16K +$84 +16 +0.5%
FHB
84
First Hawaiian Bank
Hawaii
$16K +$15.5K +2,951 New
SWP
85
Stratos Wealth Partners
Ohio
$12K +$12.1K +2,299 New
DAM
86
Delta Asset Management
Tennessee
$11K – – –
SF
87
Synovus Financial
Georgia
$8K +$8.39K +1,600 New
HCM
88
Highlander Capital Management
New Jersey
$6K – – –
AIM
89
Anchor Investment Management
South Carolina
$5.26K – – –
THWM
90
Taylor Hoffman Wealth Management
Virginia
$5K – – –
NFG
91
Next Financial Group
Texas
$5K +$5.25K +1,000 New
AWM
92
Avior Wealth Management
Nebraska
$4K – – –
DSC
93
Duncker Streett & Co
Missouri
$4K – – –
MFW
94
Mosaic Family Wealth
Missouri
$4K – – –
ADL
95
Asset Dedication LLC
California
$4K +$1.72K +327 +100%
CFA
96
Carroll Financial Associates
North Carolina
$3K – – –
SSB
97
Sandy Spring Bank
Maryland
$3K +$2.62K +500 New
WT
98
Whittier Trust
California
$1K – – –
Goldman Sachs
99
Goldman Sachs
New York
– -$488K -93,425 Closed
BRWA
100
B. Riley Wealth Advisors
Florida
– -$180K -34,495 Closed
1 2 3
4
5

PPT Hedge Fund Activity: Q3 2018 in Review

98 of the 4,375 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q3 2018, worth a combined $99M — down 1.8% from $101M a quarter earlier.

Fund positioning in PPT was balanced in Q3 2018: 11 funds opened new positions, 11 closed out, 30 added to existing stakes and 24 trimmed.

The largest buyer was Shufro Rose & Co, opening a new position worth an estimated $906K. The largest seller was Sit Investment Associates, cutting an estimated $3.1M.

  • 98 institutional investors held Franklin Premier Income Trust (PPT) as of Q3 2018, down from 99 in Q2 2018.
  • Funds reported $99M of Franklin Premier Income Trust stock for Q3 2018, down 1.8% quarter-over-quarter.
  • 11 funds opened new Franklin Premier Income Trust positions in Q3 2018 and 11 closed out, a net change of 0 holders.
  • The largest Franklin Premier Income Trust buyer in Q3 2018 was Shufro Rose & Co, an estimated $906K added.
  • The largest Franklin Premier Income Trust seller in Q3 2018 was Sit Investment Associates, an estimated $3.1M sold.

Based on aggregated 13F filings for Q3 2018.