PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

91 hedge funds and large institutions have $90.6M invested in Putnam Premier Income Trust in 2020 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 14 increasing their positions, 31 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
-7
Holders Change %
-7.14%
% of All Funds
1.87%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
10
Increased
14
Reduced
31
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$34.9M
2
OFG
2
OTA Financial Group
New York
$734K
3
AWM
3
Apollon Wealth Management
South Carolina
$526K
4
DJSG
4
D.J. St. Germain
Massachusetts
$237K
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$802K

Top Sellers

1
RJA
1
Raymond James & Associates
Florida
$3.97M
2
Invesco
2
Invesco
Georgia
$4.52M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$609K
4
CWP
4
Capital Wealth Planning
Florida
$0
5
Wells Fargo
5
Wells Fargo
California
$7.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
76
Salem Investment Counselors
North Carolina
$23K – – –
US Bancorp
77
US Bancorp
Minnesota
$17K – – –
GWM
78
Geneos Wealth Management
Colorado
$10K – – –
DAM
79
Delta Asset Management
Tennessee
$10K – – –
SW
80
SVB Wealth
Massachusetts
$9K – – –
FBT
81
First Bank & Trust
South Dakota
$7K -$2.35K -500 -25%
HCM
82
Highlander Capital Management
New Jersey
$6K – – –
CCM
83
Covington Capital Management
California
$5K – – –
THWM
84
Taylor Hoffman Wealth Management
Virginia
$5K +$5K +1,000 New
TFA
85
Toth Financial Advisory
Virginia
$4K +$4K +842 New
CFA
86
Carroll Financial Associates
North Carolina
$3K – – –
AWM
87
Avior Wealth Management
Nebraska
$3K – – –
ADL
88
Asset Dedication LLC
California
$2K – – –
VFA
89
Valeo Financial Advisors
Indiana
$1K – – –
WT
90
Whittier Trust
California
$1K – – –
SMH
91
Sanders Morris Harris
Texas
– -$1K -130,490 Closed
CWP
92
Capital Wealth Planning
Florida
– -$481K -105,920 Closed
CAM
93
Cresset Asset Management
Illinois
– -$307K -67,000 Closed
CCP
94
Clough Capital Partners
Massachusetts
– -$219K -48,221 Closed
SFS
95
Shaker Financial Services
Virginia
– -$207K -45,660 Closed
LCM
96
Landscape Capital Management
New Jersey
– -$186K -40,869 Closed
FIA
97
FNY Investment Advisers
New York
– -$136K -30,013 Closed
Citadel Advisors
98
Citadel Advisors
Florida
– -$126K -27,856 Closed
CIBC Private Wealth Group
99
CIBC Private Wealth Group
Georgia
– -$72K -15,761 Closed
MWM
100
Merriman Wealth Management
Washington
– -$48K -10,600 Closed
1 2 3
4
5