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PPT

Franklin Premier Income Trust
PPT

98 hedge funds and large institutions have $118M invested in Franklin Premier Income Trust in 2022 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 25 increasing their positions, 26 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 12

8% more funds holding

Funds holding: 91 → 98 (+7)

7% more capital invested

Capital invested by funds: $110M → $118M (+$7.47M)

1.58% more ownership

Funds ownership: 30.1% → 31.68% (+1.6%)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

4% less repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 26

Holders
98
Holders Change
+7
Holders Change %
+7.69%
% of All Funds
1.58%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
20
Increased
25
Reduced
26
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.21M
2
SIA
Sit Investment Associates
Minnesota
+$3.19M
3
KIM
Karpus Investment Management
New York
+$1M
4
SFS
Shaker Financial Services
Virginia
+$635K
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$542K

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$2.21M
2
HWM
Howard Wealth Management
Connecticut
-$1.62M
3
RJA
Raymond James & Associates
Florida
-$539K
4
SMH
Sanders Morris Harris
Texas
-$531K
5
Bank of America
Bank of America
North Carolina
-$217K
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
76
Harbour Investments
Wisconsin
$32.7K -$4.53K -1,246 -12%
IA
77
IFP Advisors
Florida
$29K +$313 +86 +1%
BLC
78
Brown, Lisle/Cummings
Rhode Island
$27.2K – – –
BC
79
Barrett & Company
Rhode Island
$26.3K – – –
Rockefeller Capital Management
80
Rockefeller Capital Management
New York
$26K +$331 +91 +1%
GRP
81
Global Retirement Partners
California
$19.5K – – –
SIC
82
Salem Investment Counselors
North Carolina
$17.7K +$95 +26 +0.5%
BC
83
Bartlett & Co
Ohio
$17K – – –
BCWM
84
Bartlett & Co Wealth Management
Ohio
$16.5K – – –
US Bancorp
85
US Bancorp
Minnesota
$12.7K – – –
National Bank of Canada
86
National Bank of Canada
Quebec, Canada
$10.9K – – –
DAM
87
Delta Asset Management
Tennessee
$7.44K +$7.46K +2,050 New
BAM
88
Belpointe Asset Management
Nevada
$7.37K +$7.39K +2,031 New
HCM
89
Highlander Capital Management
New Jersey
$4K – – –
MCC
90
Money Concepts Capital
Florida
$3.25K +$3.25K +895 New
ASN
91
Advisory Services Network
Georgia
$3.23K +$3.23K +889 New
GC
92
Gould Capital
Washington
$2.57K – – –
EWA
93
EverSource Wealth Advisors
Alabama
$1.41K – – –
ADL
94
Asset Dedication LLC
California
$1K – – –
WT
95
Whittier Trust
California
$508 – – –
CIBC Private Wealth Group
96
CIBC Private Wealth Group
Georgia
$41 +$484 +133 +1%
NECFA
97
New England Capital Financial Advisors
Connecticut
$13 +$15 +4 New
Fidelity Investments
98
Fidelity Investments
Massachusetts
$4 +$4 +1 New
SMH
99
Sanders Morris Harris
Texas
– -$531K -148,490 Closed
CAM
100
Cresset Asset Management
Illinois
– -$169K -47,000 Closed
1 2 3
4
5

PPT Hedge Fund Activity: Q4 2022 in Review

98 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q4 2022, worth a combined $118M — up 6.8% from $110M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new PPT positions and 12 closed out — a net gain of 8 holders — while 25 added to existing stakes and 26 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $4.21M. The largest seller was Morgan Stanley, cutting an estimated $2.21M.

  • 98 institutional investors held Franklin Premier Income Trust (PPT) as of Q4 2022, up from 91 in Q3 2022.
  • Funds reported $118M of Franklin Premier Income Trust stock for Q4 2022, up 6.8% quarter-over-quarter.
  • 20 funds opened new Franklin Premier Income Trust positions in Q4 2022 and 12 closed out, a net change of +8 holders.
  • The largest Franklin Premier Income Trust buyer in Q4 2022 was Allspring Global Investments, an estimated $4.21M added.
  • The largest Franklin Premier Income Trust seller in Q4 2022 was Morgan Stanley, an estimated $2.21M sold.

Based on aggregated 13F filings for Q4 2022.