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PPT

Franklin Premier Income Trust
PPT

94 hedge funds and large institutions have $96.1M invested in Franklin 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

27% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 11

19% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 21

6% more capital invested

Capital invested by funds: $90.6M → $96.1M (+$5.51M)

3% more funds holding

Funds holding: 91 → 94 (+3)

2.4% more ownership

Funds ownership: 18.51% → 20.91% (+2.4%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

100% less call options, than puts

Call options by funds: $0 | Put options by funds: $67K

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

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$11.2M
2
SFS
Shaker Financial Services
Virginia
+$2.38M
3
Morgan Stanley
Morgan Stanley
New York
+$928K
4
SMH
Sanders Morris Harris
Texas
+$689K
5
AWM
Apollon Wealth Management
South Carolina
+$597K

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$4.1M
2
RJA
Raymond James & Associates
Florida
-$1.12M
3
OFG
OTA Financial Group
New York
-$734K
4
Bank of America
Bank of America
North Carolina
-$146K
5
IF
Intrua Financial
Texas
-$137K
Name Holding Trade Value Shares
Change 		Change in
Stake
SIC
76
Salem Investment Counselors
North Carolina
$21K – – –
S
77
SignatureFD
Georgia
$20K +$21.3K +4,600 New
US Bancorp
78
US Bancorp
Minnesota
$16K – – –
Rockefeller Capital Management
79
Rockefeller Capital Management
New York
$13K +$13.9K +3,000 New
DAM
80
Delta Asset Management
Tennessee
$9K – – –
GWM
81
Geneos Wealth Management
Colorado
$9K – – –
SW
82
SVB Wealth
Massachusetts
$7K -$2.34K -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 +$3.49K +752 New
AWM
87
Avior Wealth Management
Nebraska
$3K – – –
CFA
88
Carroll Financial Associates
North Carolina
$3K – – –
JWM
89
Jeppson Wealth Management
California
$3K +$3.25K +700 New
ASN
90
Advisory Services Network
Georgia
$3K +$3.61K +777 New
ADL
91
Asset Dedication LLC
California
$1K – – –
VFA
92
Valeo Financial Advisors
Indiana
$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
– -$69.6K -15,000 Closed
1 2 3
4
5

PPT Hedge Fund Activity: Q3 2020 in Review

94 of the 4,957 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q3 2020, worth a combined $96.1M — up 6.1% from $90.6M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new PPT positions and 11 closed out — a net gain of 3 holders — while 25 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $11.2M. The largest seller was Wells Fargo, cutting an estimated $4.1M.

  • 94 institutional investors held Franklin Premier Income Trust (PPT) as of Q3 2020, up from 91 in Q2 2020.
  • Funds reported $96.1M of Franklin Premier Income Trust stock for Q3 2020, up 6.1% quarter-over-quarter.
  • 14 funds opened new Franklin Premier Income Trust positions in Q3 2020 and 11 closed out, a net change of +3 holders.
  • The largest Franklin Premier Income Trust buyer in Q3 2020 was Sit Investment Associates, an estimated $11.2M added.
  • The largest Franklin Premier Income Trust seller in Q3 2020 was Wells Fargo, an estimated $4.1M sold.

Based on aggregated 13F filings for Q3 2020.