PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

105 hedge funds and large institutions have $125M invested in Putnam Premier Income Trust in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 36 increasing their positions, 24 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
105
Holders Change
+1
Holders Change %
+0.96%
% of All Funds
1.83%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.02%
New
16
Increased
36
Reduced
24
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PPA
1
Parametric Portfolio Associates
Washington
$6.5M
2
SMH
2
Sanders Morris Harris
Texas
$692K
3
SFS
3
Shaker Financial Services
Virginia
$2.69M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$2.01M
5
Morgan Stanley
5
Morgan Stanley
New York
$7.03M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$916K
2
Bank of America
2
Bank of America
North Carolina
$2.01M
3
SIA
3
Sit Investment Associates
Minnesota
$67.5M
4
AFS
4
Access Financial Services
Minnesota
$587K
5
Cohen & Steers
5
Cohen & Steers
New York
$287K
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
76
Birchcreek Wealth Management
Ohio
$48K – – –
Carson Wealth (CWM LLC)
77
Carson Wealth (CWM LLC)
Nebraska
$47K – – –
G
78
GenTrust
Florida
$47K – – –
SMC
79
Smith, Moore & Co
Missouri
$47K – – –
GLLW
80
Graves Light Lenhart Wealth
Virginia
$44K – – –
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$33K -$302K -65,432 -90%
Citigroup
82
Citigroup
New York
$32K -$21.1K -4,443 -40%
AWA
83
Arkadios Wealth Advisors
Georgia
$32K +$21.5K +4,696 +205%
APA
84
American Portfolios Advisors
New York
$30.8K +$6.06K +1,300 +25%
BC
85
Bartlett & Co
Ohio
$24K – – –
BCWM
86
Bartlett & Co Wealth Management
Ohio
$23.7K – – –
SIC
87
Salem Investment Counselors
North Carolina
$22K – – –
SWM
88
Spire Wealth Management
Virginia
$17K +$274 +60 +2%
US Bancorp
89
US Bancorp
Minnesota
$16K – – –
Rockefeller Capital Management
90
Rockefeller Capital Management
New York
$13K – – –
GWM
91
Geneos Wealth Management
Colorado
$10K – – –
DAM
92
Delta Asset Management
Tennessee
$10K – – –
PWP
93
Personal Wealth Partners
Minnesota
$10K +$10K +2,050 New
SW
94
SVB Wealth
Massachusetts
$7K – – –
HCM
95
Highlander Capital Management
New Jersey
$6K – – –
CCM
96
Covington Capital Management
California
$5K – – –
ASN
97
Advisory Services Network
Georgia
$4K +$4K +822 New
CFA
98
Carroll Financial Associates
North Carolina
$3K – – –
PSIWM
99
Paradigm Strategies in Wealth Management
Minnesota
$3K +$3K +666 New
ADL
100
Asset Dedication LLC
California
$2K – – –
1 2 3
4
5