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PPT

Franklin Premier Income Trust
PPT

88 hedge funds and large institutions have $114M invested in Franklin Premier Income Trust in 2023 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 32 increasing their positions, 22 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

45% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 22

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

0.13% less ownership

Funds ownership: 31.68% → 31.56% (-0.13%)

3% less capital invested

Capital invested by funds: $118M → $114M (-$3.96M)

10% less funds holding

Funds holding: 98 → 88 (-10)

53% less first-time investments, than exits

New positions opened: 7 | Existing positions closed: 15

Holders
88
Holders Change
-10
Holders Change %
-10.2%
% of All Funds
1.4%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
7
Increased
32
Reduced
22
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TW
Transform Wealth
Colorado
+$1M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
+$669K
3
Allspring Global Investments
Allspring Global Investments
North Carolina
+$443K
4
RJFSA
Raymond James Financial Services Advisors
Florida
+$415K
5
SMH
Sanders Morris Harris
Texas
+$379K

Top Sellers

Rank Fund Capital Flow
1
VCM
Vivaldi Capital Management
Illinois
-$1.45M
2
Morgan Stanley
Morgan Stanley
New York
-$752K
3
1CP
1607 Capital Partners
Virginia
-$559K
4
Walleye Capital
Walleye Capital
New York
-$407K
5
SIA
Sit Investment Associates
Minnesota
-$286K
Name Holding Trade Value Shares
Change 		Change in
Stake
BC
76
Bartlett & Co
Ohio
$16K – – –
US Bancorp
77
US Bancorp
Minnesota
$12.5K – – –
National Bank of Canada
78
National Bank of Canada
Quebec, Canada
$10.7K – – –
DAM
79
Delta Asset Management
Tennessee
$7.3K – – –
BAM
80
Belpointe Asset Management
Nevada
$7.23K – – –
HCM
81
Highlander Capital Management
New Jersey
$4K – – –
ASN
82
Advisory Services Network
Georgia
$3.23K +$70 +19 +2%
GC
83
Gould Capital
Washington
$2.52K – – –
EWA
84
EverSource Wealth Advisors
Alabama
$1.38K – – –
Commonwealth Equity Services
85
Commonwealth Equity Services
Massachusetts
$1.19K -$22.3K -6,016 -2%
ADL
86
Asset Dedication LLC
California
$1K – – –
WT
87
Whittier Trust
California
$497 – – –
NECFA
88
New England Capital Financial Advisors
Connecticut
$13 – – –
Walleye Capital
89
Walleye Capital
New York
– -$407K -112,213 Closed
LCM
90
Landscape Capital Management
New Jersey
– -$101K -27,803 Closed
LSC
91
Logan Stone Capital
Illinois
– -$69.1K -19,038 Closed
EWA
92
EP Wealth Advisors
California
– -$68.9K -18,974 Closed
OC
93
Oppenheimer & Co
New York
– -$60.3K -16,600 Closed
AC
94
Aristides Capital
Kentucky
– -$57.8K -15,910 Closed
Jane Street
95
Jane Street
New York
– -$54.3K -14,948 Closed
MCP
96
Mirador Capital Partners
California
– -$44.4K -12,240 Closed
Cambridge Investment Research Advisors
97
Cambridge Investment Research Advisors
Iowa
– -$42K -11,580 Closed
PAS
98
Park Avenue Securities
New York
– -$41K -11,269 Closed
BWM
99
Birchcreek Wealth Management
Ohio
– -$37.3K -10,271 Closed
THWM
100
Taylor Hoffman Wealth Management
Virginia
– -$36.3K -10,000 Closed
1 2 3
4
5

PPT Hedge Fund Activity: Q1 2023 in Review

88 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2023, worth a combined $114M — down 3.4% from $118M a quarter earlier.

Sellers outnumbered buyers: 15 funds closed out of PPT and 7 opened new positions — a net loss of 8 holders — while 22 trimmed existing stakes and 32 added.

The largest buyer was Transform Wealth, opening a new position worth an estimated $1M. The largest seller was Vivaldi Capital Management, cutting an estimated $1.45M.

  • 88 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2023, down from 98 in Q4 2022.
  • Funds reported $114M of Franklin Premier Income Trust stock for Q1 2023, down 3.4% quarter-over-quarter.
  • 7 funds opened new Franklin Premier Income Trust positions in Q1 2023 and 15 closed out, a net change of -8 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2023 was Transform Wealth, an estimated $1M added.
  • The largest Franklin Premier Income Trust seller in Q1 2023 was Vivaldi Capital Management, an estimated $1.45M sold.

Based on aggregated 13F filings for Q1 2023.