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PPT

Franklin Premier Income Trust
PPT

84 hedge funds and large institutions have $119M invested in Franklin Premier Income Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $117M → $119M (+$2.31M)

0.07% more ownership

Funds ownership: 34.47% → 34.55% (+0.07%)

0% more funds holding

Funds holding: 84 → 84 (0)

0% more funds holding in top 10

Funds holding in top 10: 1 → 1 (0)

21% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 28

Holders
84
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
10
Increased
22
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Allspring Global Investments
Allspring Global Investments
North Carolina
+$4.4M
2
Invesco
Invesco
Georgia
+$595K
3
RP
Riverbridge Partners
Minnesota
+$429K
4
RJA
Raymond James & Associates
Florida
+$336K
5
LCM
Landscape Capital Management
New Jersey
+$305K

Top Sellers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
-$4.91M
2
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
-$558K
3
1CP
1607 Capital Partners
Virginia
-$331K
4
HF
HRT Financial
New York
-$189K
5
UBS Group
UBS Group
Switzerland
-$120K
Name Holding Trade Value Shares
Change 		Change in
Stake
GJWM
76
Gilliland Jeter Wealth Management
Arkansas
$9.48K -$1.51K -433 -14%
KB
77
Kimelman & Baird
New York
$9.05K +$8.82K +2,529 New
NS
78
NBC Securities
Alabama
$3K – – –
GC
79
Gould Capital
Washington
$2.54K – – –
HI
80
Harbour Investments
Wisconsin
$2.51K – – –
CA
81
Continuum Advisory
Idaho
$2.49K – – –
RIL
82
Rothschild Investment LLC
Illinois
$1.98K – – –
PCMC
83
Planning Capital Management Corporation
Pennsylvania
$1.08K – – –
Comerica Bank
84
Comerica Bank
Texas
$892 +$234 +67 +37%
BHWM
85
Beaird Harris Wealth Management
Texas
$639 +$618 +177 New
HF
86
HRT Financial
New York
– -$189K -53,825 Closed
SP
87
Stonebrook Private
Michigan
– -$108K -30,742 Closed
RRA
88
Round Rock Advisors
Connecticut
– -$42.2K -12,000 Closed
LFAS
89
Level Four Advisory Services
Texas
– -$42.7K -11,958 Closed
HA
90
HFG Advisors
Ohio
– -$36.8K -10,461 Closed
CA
91
CoreCap Advisors
Michigan
– -$32.1K -9,125 Closed
TRCT
92
Tower Research Capital (TRC)
New York
– -$3.39K -962 Closed
FIA
93
FNY Investment Advisers
New York
– -$1 -500 Closed
1 2 3
4

PPT Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q2 2024, worth a combined $119M — up 2% from $117M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PPT positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 28 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $4.4M. The largest seller was Sit Investment Associates, cutting an estimated $4.91M.

  • 84 institutional investors held Franklin Premier Income Trust (PPT) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $119M of Franklin Premier Income Trust stock for Q2 2024, up 2% quarter-over-quarter.
  • 10 funds opened new Franklin Premier Income Trust positions in Q2 2024 and 8 closed out, a net change of +2 holders.
  • The largest Franklin Premier Income Trust buyer in Q2 2024 was Allspring Global Investments, an estimated $4.4M added.
  • The largest Franklin Premier Income Trust seller in Q2 2024 was Sit Investment Associates, an estimated $4.91M sold.

Based on aggregated 13F filings for Q2 2024.