PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

94 hedge funds and large institutions have $96.1M invested in Putnam Premier Income Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
25
Reduced
21
Closed
11
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$10.8M
2
SFS
Shaker Financial Services
Virginia
+$2.29M
3
Morgan Stanley
Morgan Stanley
New York
+$890K
4
SMH
Sanders Morris Harris
Texas
+$661K
5
AWM
Apollon Wealth Management
South Carolina
+$572K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.94M
2
RJA
Raymond James & Associates
Florida
-$1.07M
3
OFG
OTA Financial Group
New York
-$734K
4
Bank of America
Bank of America
North Carolina
-$140K
5
IF
Intrua Financial
Texas
-$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIC
76
Salem Investment Counselors
North Carolina
$21K – – –
S
77
SignatureFD
Georgia
$20K +$20K +4,600 New
US Bancorp
78
US Bancorp
Minnesota
$16K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$13K +$13K +3,000 New
DAM
80
Delta Asset Management
Tennessee
$9K – – –
GWM
81
Geneos Wealth Management
Colorado
$9K – – –
SW
82
SVB Wealth
Massachusetts
$7K -$2.33K -505 -25%
HCM
83
Highlander Capital Management
New Jersey
$5K – – –
CCM
84
Covington Capital Management
California
$4K – – –
TFA
85
Toth Financial Advisory
Virginia
$4K – – –
FFA
86
Founders Financial Alliance
North Carolina
$4K +$4K +752 New
AWM
87
Avior Wealth Management
Nebraska
$3K – – –
CFA
88
Carroll Financial Associates
North Carolina
$3K – – –
JWM
89
Jeppson Wealth Management
California
$3K +$3K +700 New
ASN
90
Advisory Services Network
Georgia
$3K +$3K +777 New
VFA
91
Valeo Financial Advisors
Indiana
$1K – – –
ADL
92
Asset Dedication LLC
California
$1K – – –
WT
93
Whittier Trust
California
$1K – – –
OFG
94
OTA Financial Group
New York
– -$734K -155,032 Closed
IF
95
Intrua Financial
Texas
– -$137K -28,761 Closed
PIA
96
Powell Investment Advisors
Florida
– -$125K -26,236 Closed
Jane Street
97
Jane Street
New York
– -$90K -18,909 Closed
CCFM
98
Clear Creek Financial Management
Washington
– -$87K -18,419 Closed
HF
99
HRT Financial
New York
– -$81K -17,255 Closed
CWS
100
Cypress Wealth Services
California
– -$71K -15,000 Closed
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