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PPT

Franklin Premier Income Trust
PPT

95 hedge funds and large institutions have $115M invested in Franklin Premier Income Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.92% more ownership

Funds ownership: 27.25% → 28.17% (+0.92%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

3% less capital invested

Capital invested by funds: $119M → $115M (-$4.1M)

8% less repeat investments, than reductions

Existing positions increased: 23 | Existing positions reduced: 25

5% less funds holding

Funds holding: 100 → 95 (-5)

17% less first-time investments, than exits

New positions opened: 15 | Existing positions closed: 18

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
25
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
KIM
Karpus Investment Management
New York
+$5.89M
2
1CP
1607 Capital Partners
Virginia
+$2.88M
3
PPA
Parametric Portfolio Associates
Washington
+$2.83M
4
VCM
Vivaldi Capital Management
Illinois
+$1.34M
5
Invesco
Invesco
Georgia
+$823K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$9.52M
2
SFS
Shaker Financial Services
Virginia
-$1.02M
3
RJA
Raymond James & Associates
Florida
-$301K
4
WAM
Weiss Asset Management
Massachusetts
-$287K
5
UBS Group
UBS Group
Switzerland
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
IA
76
IFP Advisors
Florida
$28K +$23.4K +5,786 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$24K – – –
GRP
78
Global Retirement Partners
California
$20K +$21.7K +5,367 New
BCWM
79
Bartlett & Co Wealth Management
Ohio
$19.1K +$19.3K +4,757 New
SIC
80
Salem Investment Counselors
North Carolina
$19K – – –
BC
81
Bartlett & Co
Ohio
$19K +$19.3K +4,757 New
SWM
82
Spire Wealth Management
Virginia
$16K +$300 +74 +2%
US Bancorp
83
US Bancorp
Minnesota
$14K – – –
National Bank of Canada
84
National Bank of Canada
Quebec, Canada
$12K – – –
Rockefeller Capital Management
85
Rockefeller Capital Management
New York
$11K – – –
CFGS
86
Concourse Financial Group Securities
Alabama
$8K – – –
HCM
87
Highlander Capital Management
New Jersey
$5K – – –
CCM
88
Covington Capital Management
California
$4K – – –
SW
89
SVB Wealth
Massachusetts
$4K – – –
TRCT
90
Tower Research Capital (TRC)
New York
$4K +$3.7K +914 New
GC
91
Gould Capital
Washington
$3K – – –
ACM
92
Antonetti Capital Management
Florida
$2K – – –
ADL
93
Asset Dedication LLC
California
$1K – – –
WT
94
Whittier Trust
California
$1K – – –
COCM
95
Charter Oak Capital Management
New Hampshire
$1K +$12 +3 +2%
WAM
96
Weiss Asset Management
Massachusetts
– -$287K -67,143 Closed
Cohen & Steers
97
Cohen & Steers
New York
– -$263K -61,600 Closed
CFG
98
Citizens Financial Group
Rhode Island
– -$204K -47,713 Closed
AF
99
Advisornet Financial
Minnesota
– -$158K -37,100 Closed
HF
100
HRT Financial
New York
– -$100K -23,586 Closed
1 2 3
4
5

PPT Hedge Fund Activity: Q1 2022 in Review

95 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2022, worth a combined $115M — down 3.4% from $119M a quarter earlier.

Sellers outnumbered buyers: 18 funds closed out of PPT and 15 opened new positions — a net loss of 3 holders — while 25 trimmed existing stakes and 23 added.

The largest buyer was Karpus Investment Management, opening a new position worth an estimated $5.89M. The largest seller was Sit Investment Associates, cutting an estimated $9.52M.

  • 95 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2022, down from 100 in Q4 2021.
  • Funds reported $115M of Franklin Premier Income Trust stock for Q1 2022, down 3.4% quarter-over-quarter.
  • 15 funds opened new Franklin Premier Income Trust positions in Q1 2022 and 18 closed out, a net change of -3 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2022 was Karpus Investment Management, an estimated $5.89M added.
  • The largest Franklin Premier Income Trust seller in Q1 2022 was Sit Investment Associates, an estimated $9.52M sold.

Based on aggregated 13F filings for Q1 2022.