PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $115M invested in Putnam 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.

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

1
KIM
1
Karpus Investment Management
New York
$5.8M
2
1CP
2
1607 Capital Partners
Virginia
$2.84M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.4M
4
VCM
4
Vivaldi Capital Management
Illinois
$1.26M
5
Invesco
5
Invesco
Georgia
$5.08M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$57.3M
2
SFS
2
Shaker Financial Services
Virginia
$1.83M
3
RJA
3
Raymond James & Associates
Florida
$2.1M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
UBS Group
5
UBS Group
Switzerland
$382K
Name Holding Trade Value Shares
Change 		Shares
Change %
IA
76
IFP Advisors
Florida
$28K +$28K +5,786 New
Northwestern Mutual Wealth Management
77
Northwestern Mutual Wealth Management
Wisconsin
$24K – – –
GRP
78
Global Retirement Partners
California
$20K +$20K +5,367 New
BCWM
79
Bartlett & Co Wealth Management
Ohio
$19.1K +$19.1K +4,757 New
SIC
80
Salem Investment Counselors
North Carolina
$19K – – –
BC
81
Bartlett & Co
Ohio
$19K +$19K +4,757 New
SWM
82
Spire Wealth Management
Virginia
$16K +$302 +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 – – –
SW
88
SVB Wealth
Massachusetts
$4K – – –
CCM
89
Covington Capital Management
California
$4K – – –
TRCT
90
Tower Research Capital (TRC)
New York
$4K +$4K +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 +$17 +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
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4
5