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PPT

Franklin Premier Income Trust
PPT

95 hedge funds and large institutions have $85.2M invested in Franklin Premier Income Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

17% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 23

6% more capital invested

Capital invested by funds: $80.1M → $85.2M (+$5.13M)

8% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 12

0.48% more ownership

Funds ownership: 14.75% → 15.23% (+0.48%)

1% less funds holding

Funds holding: 96 → 95 (-1)

Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
27
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJA
Raymond James & Associates
Florida
+$1.53M
2
Wells Fargo
Wells Fargo
California
+$692K
3
AAS
Avantax Advisory Services
Texas
+$553K
4
MML Investors Services
MML Investors Services
Massachusetts
+$326K
5
Morgan Stanley
Morgan Stanley
New York
+$299K

Top Sellers

Rank Fund Capital Flow
1
Stifel Financial
Stifel Financial
Missouri
-$2.23M
2
SIA
Sit Investment Associates
Minnesota
-$1.32M
3
SCM
Sterneck Capital Management
Missouri
-$1M
4
Invesco
Invesco
Georgia
-$541K
5
SMH
Sanders Morris Harris
Texas
-$218K
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
76
Tower Research Capital (TRC)
New York
$15K +$15.2K +2,829 New
GWM
77
Geneos Wealth Management
Colorado
$12K – – –
DAM
78
Delta Asset Management
Tennessee
$11K – – –
FBT
79
First Bank & Trust
South Dakota
$11K – – –
PWP
80
Personal Wealth Partners
Minnesota
$11K – – –
SW
81
SVB Wealth
Massachusetts
$11K +$10.9K +2,021 New
HCM
82
Highlander Capital Management
New Jersey
$7K – – –
EWM
83
EPG Wealth Management
Georgia
$6K +$6.37K +1,185 New
AIM
84
Anchor Investment Management
South Carolina
$5.43K – – –
CCM
85
Covington Capital Management
California
$5K – – –
THWM
86
Taylor Hoffman Wealth Management
Virginia
$5K – – –
FIA
87
FNY Investment Advisers
New York
$5K +$323 +60 +6%
HR
88
Howe & Rusling
New York
$5K +$5.38K +1,000 New
CFA
89
Carroll Financial Associates
North Carolina
$4K – – –
DSC
90
Duncker Streett & Co
Missouri
$4K +$4.08K +758 New
AWM
91
Avior Wealth Management
Nebraska
$3K – – –
ADL
92
Asset Dedication LLC
California
$2K – – –
CAM
93
Columbia Asset Management
Michigan
$1.09K +$108K +20,000 New
WT
94
Whittier Trust
California
$1K – – –
BF
95
BOK Financial
Oklahoma
– -$185K -35,260 Closed
OC
96
Oppenheimer & Co
New York
– -$86K -16,261 Closed
CWP
97
Capital Wealth Planning
Florida
– -$55K -10,300 Closed
Susquehanna International Group
98
Susquehanna International Group
Pennsylvania
– -$53K -10,081 Closed
WCM
99
Whitener Capital Management
North Carolina
– -$40K -7,650 Closed
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
– -$32K -6,000 Closed
1 2 3
4
5

PPT Hedge Fund Activity: Q4 2019 in Review

95 of the 5,076 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q4 2019, worth a combined $85.2M — up 6.4% from $80.1M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PPT positions and 12 closed out — a net gain of 1 holder — while 27 added to existing stakes and 23 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $1.53M. The largest seller was Stifel Financial, cutting an estimated $2.23M.

  • 95 institutional investors held Franklin Premier Income Trust (PPT) as of Q4 2019, down from 96 in Q3 2019.
  • Funds reported $85.2M of Franklin Premier Income Trust stock for Q4 2019, up 6.4% quarter-over-quarter.
  • 13 funds opened new Franklin Premier Income Trust positions in Q4 2019 and 12 closed out, a net change of +1 holder.
  • The largest Franklin Premier Income Trust buyer in Q4 2019 was Raymond James & Associates, an estimated $1.53M added.
  • The largest Franklin Premier Income Trust seller in Q4 2019 was Stifel Financial, an estimated $2.23M sold.

Based on aggregated 13F filings for Q4 2019.