PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

100 hedge funds and large institutions have $119M invested in Putnam Premier Income Trust in 2021 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 16 increasing their positions, 29 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
100
Holders Change
–
Holders Change %
0%
% of All Funds
1.54%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
18
Increased
16
Reduced
29
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
1
Sit Investment Associates
Minnesota
$71.4M
2
SFS
2
Shaker Financial Services
Virginia
$3.04M
3
NA
3
NewEdge Advisors
Louisiana
$555K
4
LFAS
4
Level Four Advisory Services
Texas
$311K
5
WAM
5
Weiss Asset Management
Massachusetts
$287K

Top Sellers

1
Invesco
1
Invesco
Georgia
$4.57M
2
HWM
2
Howard Wealth Management
Connecticut
$2.42M
3
QCIG
3
Quad-Cities Investment Group
Iowa
$1.49M
4
Janney Montgomery Scott
4
Janney Montgomery Scott
Pennsylvania
$1.54M
5
CAM
5
Cresset Asset Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GLLW
76
Graves Light Lenhart Wealth
Virginia
$41K – – –
CA
77
CoreCap Advisors
Michigan
$39K +$39K +9,125 New
APA
78
American Portfolios Advisors
New York
$34.6K – – –
BLC
79
Brown, Lisle/Cummings
Rhode Island
$32K +$32K +7,500 New
Northwestern Mutual Wealth Management
80
Northwestern Mutual Wealth Management
Wisconsin
$25K – – –
SIC
81
Salem Investment Counselors
North Carolina
$21K – – –
RI
82
Rinkey Investments
California
$19K +$19K +4,400 New
SWM
83
Spire Wealth Management
Virginia
$16K +$274 +66 +2%
US Bancorp
84
US Bancorp
Minnesota
$15K – – –
National Bank of Canada
85
National Bank of Canada
Quebec, Canada
$13K +$13K +3,000 New
SFM
86
Signet Financial Management
New Jersey
$13K +$13K +3,153 New
Rockefeller Capital Management
87
Rockefeller Capital Management
New York
$12K – – –
CFGS
88
Concourse Financial Group Securities
Alabama
$9K – – –
GWM
89
Geneos Wealth Management
Colorado
$9K – – –
DAM
90
Delta Asset Management
Tennessee
$9K – – –
HCM
91
Highlander Capital Management
New Jersey
$5K – – –
SW
92
SVB Wealth
Massachusetts
$4K -$2K -505 -33%
CCM
93
Covington Capital Management
California
$4K – – –
CFA
94
Carroll Financial Associates
North Carolina
$3K – – –
GC
95
Gould Capital
Washington
$3K +$3K +708 New
ACM
96
Antonetti Capital Management
Florida
$2K – – –
ADL
97
Asset Dedication LLC
California
$1K – – –
WT
98
Whittier Trust
California
$1K – – –
COCM
99
Charter Oak Capital Management
New Hampshire
$1K +$17 +3 +2%
CAM
100
Cresset Asset Management
Illinois
– -$308K -67,000 Closed
1 2 3
4
5