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PPT

Franklin Premier Income Trust
PPT

104 hedge funds and large institutions have $131M invested in Franklin Premier Income Trust in 2021 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 29 increasing their positions, 25 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 25

14% more capital invested

Capital invested by funds: $114M → $131M (+$16.5M)

2.34% more ownership

Funds ownership: 23.93% → 26.27% (+2.3%)

0% more funds holding in top 10

Funds holding in top 10: 2 → 2 (0)

7% less funds holding

Funds holding: 112 → 104 (-8)

26% less first-time investments, than exits

New positions opened: 14 | Existing positions closed: 19

Holders
104
Holders Change
-8
Holders Change %
-7.14%
% of All Funds
1.83%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
29
Reduced
25
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$14M
2
PPA
Parametric Portfolio Associates
Washington
+$4.85M
3
AWM
Apollon Wealth Management
South Carolina
+$1.11M
4
Invesco
Invesco
Georgia
+$918K
5
HWM
Howard Wealth Management
Connecticut
+$560K

Top Sellers

Rank Fund Capital Flow
1
AWM
Arbor Wealth Management
Florida
-$4.05M
2
Morgan Stanley
Morgan Stanley
New York
-$1.61M
3
SFS
Shaker Financial Services
Virginia
-$1.42M
4
Citigroup
Citigroup
New York
-$816K
5
SMH
Sanders Morris Harris
Texas
-$691K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
76
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
GLLW
77
Graves Light Lenhart Wealth
Virginia
$46K – – –
OIA
78
Optimum Investment Advisors
Illinois
$29K – – –
APA
79
American Portfolios Advisors
New York
$25.8K +$3.31K +700 +15%
BC
80
Bartlett & Co
Ohio
$25K – – –
Jones Financial Companies
81
Jones Financial Companies
Missouri
$25K +$24.1K +5,084 New
BCWM
82
Bartlett & Co Wealth Management
Ohio
$24.8K – – –
SIC
83
Salem Investment Counselors
North Carolina
$23K – – –
SFS
84
Sowell Financial Services
Arkansas
$20K +$19.3K +4,089 +5,242%
SWM
85
Spire Wealth Management
Virginia
$18K +$17.3K +3,660 New
US Bancorp
86
US Bancorp
Minnesota
$17K – – –
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$14K – – –
GI
88
Gradient Investments
Minnesota
$12K +$11.8K +2,500 New
AWA
89
Arkadios Wealth Advisors
Georgia
$11K +$47 +10 +0.4%
DAM
90
Delta Asset Management
Tennessee
$10K – – –
GWM
91
Geneos Wealth Management
Colorado
$10K – – –
RWM
92
RBA Wealth Management
California
$7.33K +$7.13K +1,506 New
SW
93
SVB Wealth
Massachusetts
$7K – – –
HCM
94
Highlander Capital Management
New Jersey
$6K – – –
CCM
95
Covington Capital Management
California
$5K – – –
CFA
96
Carroll Financial Associates
North Carolina
$3K – – –
ADL
97
Asset Dedication LLC
California
$2K – – –
WAP
98
Wealthcare Advisory Partners
Pennsylvania
$2K +$1.6K +338 New
EVM
99
Eaton Vance Management
Massachusetts
$2K +$1.69K +357 New
VFA
100
Valeo Financial Advisors
Indiana
$1K – – –
1 2 3
4
5

PPT Hedge Fund Activity: Q1 2021 in Review

104 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2021, worth a combined $131M — up 14% from $114M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of PPT and 14 opened new positions — a net loss of 5 holders — while 25 trimmed existing stakes and 29 added.

The largest buyer was Sit Investment Associates, adding an estimated $14M. The largest seller was Arbor Wealth Management, exiting entirely with an estimated $4.05M sold.

  • 104 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2021, down from 112 in Q4 2020.
  • Funds reported $131M of Franklin Premier Income Trust stock for Q1 2021, up 14% quarter-over-quarter.
  • 14 funds opened new Franklin Premier Income Trust positions in Q1 2021 and 19 closed out, a net change of -5 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2021 was Sit Investment Associates, an estimated $14M added.
  • The largest Franklin Premier Income Trust seller in Q1 2021 was Arbor Wealth Management, an estimated $4.05M sold.

Based on aggregated 13F filings for Q1 2021.