PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

112 hedge funds and large institutions have $114M invested in Putnam Premier Income Trust in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 17 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
17
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.97M
2
AFS
Access Financial Services
Minnesota
+$1.18M
3
LCM
Landscape Capital Management
New Jersey
+$1.14M
4
SFS
Shaker Financial Services
Virginia
+$1.07M
5
Citigroup
Citigroup
New York
+$814K

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$1.07M
2
Wells Fargo
Wells Fargo
California
-$927K
3
AWM
Arbor Wealth Management
Florida
-$855K
4
HWM
Howard Wealth Management
Connecticut
-$473K
5
ACA
Ascension Capital Advisors
Texas
-$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
DBT
76
Dubuque Bank & Trust
Iowa
$57K +$57K +12,170 New
RFC
77
Regions Financial Corp
Alabama
$55K – – –
KAS
78
Kestra Advisory Services
Texas
$55K +$55K +11,828 New
HR
79
Hayden Royal
North Carolina
$53K – – –
Stifel Financial
80
Stifel Financial
Missouri
$52K -$10.9K -2,355 -17%
SMC
81
Smith, Moore & Co
Missouri
$47K – – –
Carson Wealth (CWM LLC)
82
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
G
83
GenTrust
Florida
$47K +$47K +10,000 New
BWM
84
Birchcreek Wealth Management
Ohio
$47K +$47K +10,271 New
GLLW
85
Graves Light Lenhart Wealth
Virginia
$44K +$44K +9,500 New
OIA
86
Optimum Investment Advisors
Illinois
$28K -$467 -100 -2%
BC
87
Bartlett & Co
Ohio
$24K -$61.5K -12,950 -72%
BCWM
88
Bartlett & Co Wealth Management
Ohio
$23.7K -$60.8K -12,950 -72%
SIC
89
Salem Investment Counselors
North Carolina
$22K – – –
APA
90
American Portfolios Advisors
New York
$21.4K -$55.8K -12,000 -72%
US Bancorp
91
US Bancorp
Minnesota
$16K – – –
Rockefeller Capital Management
92
Rockefeller Capital Management
New York
$13K – – –
PWPS
93
Pinnacle Wealth Planning Services
Ohio
$12K +$12K +2,648 New
DAM
94
Delta Asset Management
Tennessee
$10K – – –
GWM
95
Geneos Wealth Management
Colorado
$10K – – –
AWG
96
Altus Wealth Group
Colorado
$10K +$10K +2,146 New
AWA
97
Arkadios Wealth Advisors
Georgia
$10K +$10K +2,278 New
AIM
98
Anchor Investment Management
South Carolina
$7.16K +$7.16K +1,540 New
SW
99
SVB Wealth
Massachusetts
$7K – – –
HCM
100
Highlander Capital Management
New Jersey
$6K – – –
1 2 3
4
5