PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

102 hedge funds and large institutions have $78.3M invested in Putnam Premier Income Trust in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
22
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$878K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$410K
3
BRWA
B. Riley Wealth Advisors
Florida
+$352K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$271K
5
CFG
Citizens Financial Group
Rhode Island
+$245K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.11M
2
SIA
Sit Investment Associates
Minnesota
-$2.94M
3
Invesco
Invesco
Georgia
-$768K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$607K
5
Bank of America
Bank of America
North Carolina
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
76
Salem Investment Counselors
North Carolina
$25K – – –
CAC
77
Certified Advisory Corp
Florida
$21K – – –
US Bancorp
78
US Bancorp
Minnesota
$18K – – –
TCM
79
Tradewinds Capital Management
Washington
$16K – – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$16K +$117 +23 +0.7%
CCM
81
Covington Capital Management
California
$15K +$7.13K +1,425 +90%
GWM
82
Geneos Wealth Management
Colorado
$12K – – –
DAM
83
Delta Asset Management
Tennessee
$11K – – –
PWP
84
Personal Wealth Partners
Minnesota
$11K +$11K +2,050 New
FBT
85
First Bank & Trust
South Dakota
$10K – – –
ESB
86
Essex Savings Bank
Connecticut
$10K +$5K +1,000 +100%
HCM
87
Highlander Capital Management
New Jersey
$6K – – –
AIM
88
Anchor Investment Management
South Carolina
$5.13K – – –
NFG
89
Next Financial Group
Texas
$5K – – –
THWM
90
Taylor Hoffman Wealth Management
Virginia
$5K – – –
SL
91
Salomon & Ludwin
Virginia
$5K +$5K +1,000 New
CTC
92
Central Trust Company
Missouri
$5K +$5K +1,000 New
AWM
93
Avior Wealth Management
Nebraska
$4K – – –
DSC
94
Duncker Streett & Co
Missouri
$4K – – –
FIA
95
FNY Investment Advisers
New York
$4K +$494 +120 +14%
CFGS
96
Concourse Financial Group Securities
Alabama
$3K – – –
CFA
97
Carroll Financial Associates
North Carolina
$3K – – –
ADL
98
Asset Dedication LLC
California
$2K – – –
WT
99
Whittier Trust
California
$1K – – –
RAM
100
Riggs Asset Management
Pennsylvania
$1K +$1K +145 New
1 2 3
4
5