PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $85.2M invested in Putnam 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
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.88%
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

1
RJA
Raymond James & Associates
Florida
+$1.55M
2
Wells Fargo
Wells Fargo
California
+$699K
3
AAS
Avantax Advisory Services
Texas
+$557K
4
MML Investors Services
MML Investors Services
Massachusetts
+$329K
5
Morgan Stanley
Morgan Stanley
New York
+$302K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$2.25M
2
SIA
Sit Investment Associates
Minnesota
-$1.33M
3
SCM
Sterneck Capital Management
Missouri
-$1.02M
4
Invesco
Invesco
Georgia
-$546K
5
SMH
Sanders Morris Harris
Texas
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
76
Tower Research Capital (TRC)
New York
$15K +$15K +2,829 New
GWM
77
Geneos Wealth Management
Colorado
$12K – – –
PWP
78
Personal Wealth Partners
Minnesota
$11K – – –
DAM
79
Delta Asset Management
Tennessee
$11K – – –
FBT
80
First Bank & Trust
South Dakota
$11K – – –
SW
81
SVB Wealth
Massachusetts
$11K +$11K +2,021 New
HCM
82
Highlander Capital Management
New Jersey
$7K – – –
EWM
83
EPG Wealth Management
Georgia
$6K +$6K +1,185 New
AIM
84
Anchor Investment Management
South Carolina
$5.43K – – –
THWM
85
Taylor Hoffman Wealth Management
Virginia
$5K – – –
CCM
86
Covington Capital Management
California
$5K – – –
FIA
87
FNY Investment Advisers
New York
$5K +$275 +60 +6%
HR
88
Howe & Rusling
New York
$5K +$5K +1,000 New
CFA
89
Carroll Financial Associates
North Carolina
$4K – – –
DSC
90
Duncker Streett & Co
Missouri
$4K +$4K +758 New
AWM
91
Avior Wealth Management
Nebraska
$3K – – –
ADL
92
Asset Dedication LLC
California
$2K – – –
CAM
93
Columbia Asset Management
Michigan
$1.09K +$1.09K +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
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