PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

98 hedge funds and large institutions have $76.4M invested in Putnam Premier Income Trust in 2020 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 23 increasing their positions, 28 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
98
Holders Change
+3
Holders Change %
+3.16%
% of All Funds
2.16%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
17
Increased
23
Reduced
28
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$2.89M
2
SCM
Sterneck Capital Management
Missouri
+$901K
3
SIA
Sit Investment Associates
Minnesota
+$789K
4
Invesco
Invesco
Georgia
+$593K
5
HWM
Howard Wealth Management
Connecticut
+$484K

Top Sellers

1
AAS
Avantax Advisory Services
Texas
-$557K
2
MML Investors Services
MML Investors Services
Massachusetts
-$499K
3
BRWA
B. Riley Wealth Advisors
Florida
-$389K
4
IAMOG
Investors Asset Management of Georgia
Georgia
-$334K
5
Bank of America
Bank of America
North Carolina
-$214K
Name Holding Trade Value Shares
Change 		Shares
Change %
OIA
76
Optimum Investment Advisors
Illinois
$28K – – –
SIC
77
Salem Investment Counselors
North Carolina
$22K – – –
US Bancorp
78
US Bancorp
Minnesota
$16K – – –
TCM
79
Tradewinds Capital Management
Washington
$14K – – –
WAP
80
Wealthcare Advisory Partners
Pennsylvania
$9K -$5.42K -1,197 -38%
GWM
81
Geneos Wealth Management
Colorado
$9K -$435 -107 -5%
DAM
82
Delta Asset Management
Tennessee
$9K – – –
SW
83
SVB Wealth
Massachusetts
$9K – – –
FBT
84
First Bank & Trust
South Dakota
$9K – – –
FHA
85
First Horizon Advisors
Tennessee
$9K +$9K +2,000 New
CTC
86
Central Trust Company
Missouri
$6K +$6K +1,390 New
CCM
87
Covington Capital Management
California
$5K – – –
HCM
88
Highlander Capital Management
New Jersey
$5K – – –
EWM
89
EPG Wealth Management
Georgia
$5K – – –
AIM
90
Anchor Investment Management
South Carolina
$4.54K – – –
AIC
91
Ameritas Investment Company
Nebraska
$4K +$4K +1,000 New
CFA
92
Carroll Financial Associates
North Carolina
$3K – – –
AWM
93
Avior Wealth Management
Nebraska
$3K – – –
ADL
94
Asset Dedication LLC
California
$1K – – –
WT
95
Whittier Trust
California
$1K – – –
VFA
96
Valeo Financial Advisors
Indiana
$1K +$1K +200 New
SMH
97
Sanders Morris Harris
Texas
$1K +$310 +40,500 +45%
AAS
98
Avantax Advisory Services
Texas
– -$557K -102,911 Closed
BRWA
99
B. Riley Wealth Advisors
Florida
– -$389K -71,538 Closed
IAMOG
100
Investors Asset Management of Georgia
Georgia
– -$334K -61,538 Closed
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