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PPT

Franklin Premier Income Trust
PPT

106 hedge funds and large institutions have $90.4M invested in Franklin Premier Income Trust in 2017 Q4 according to their latest regulatory filings, with 29 funds opening new positions, 29 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

164% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 11

38% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 21

20% more funds holding

Funds holding: 88 → 106 (+18)

11% more capital invested

Capital invested by funds: $81.7M → $90.4M (+$8.76M)

1.47% more ownership

Funds ownership: 12.52% → 13.99% (+1.5%)

Holders
106
Holders Change
+18
Holders Change %
+20.45%
% of All Funds
2.4%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
29
Increased
29
Reduced
21
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SIA
Sit Investment Associates
Minnesota
+$6.5M
2
UBS Group
UBS Group
Switzerland
+$950K
3
Wells Fargo
Wells Fargo
California
+$844K
4
SRC
Shufro Rose & Co
New York
+$840K
5
Bank of America
Bank of America
North Carolina
+$731K

Top Sellers

Rank Fund Capital Flow
1
LCM
Laurion Capital Management
New York
-$1.55M
2
Invesco
Invesco
Georgia
-$1.13M
3
MML Investors Services
MML Investors Services
Massachusetts
-$699K
4
VF
Virtu Financial
New York
-$555K
5
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
-$369K
Name Holding Trade Value Shares
Change 		Change in
Stake
CFA
101
Carroll Financial Associates
North Carolina
$3K – – –
SWP
102
Strategic Wealth Partners
Ohio
$3K +$2.11K +400 New
SEI Investments
103
SEI Investments
Pennsylvania
$2K – – –
ADL
104
Asset Dedication LLC
California
$2K +$21 +4 +1%
WT
105
Whittier Trust
California
$1K – – –
AF
106
Advisornet Financial
Minnesota
$1K +$891 +169 New
LCM
107
Laurion Capital Management
New York
– -$1.55M -292,144 Closed
VF
108
Virtu Financial
New York
– -$555K -104,417 Closed
CWM
109
Circle Wealth Management
New Jersey
– -$68K -12,700 Closed
Millennium Management
110
Millennium Management
New York
– -$65K -12,161 Closed
Bank of New York Mellon
111
Bank of New York Mellon
New York
– -$62K -11,569 Closed
TSS
112
Two Sigma Securities
New York
– -$57K -10,729 Closed
William Blair & Company
113
William Blair & Company
Illinois
– -$53K -10,000 Closed
TRCT
114
Tower Research Capital (TRC)
New York
– -$15K -2,753 Closed
Fifth Third Bancorp
115
Fifth Third Bancorp
Ohio
– -$11K -1,995 Closed
JCM
116
Jacobi Capital Management
Pennsylvania
– -$6.09K -1,156 Closed
NFG
117
Next Financial Group
Texas
– -$5K -1,000 Closed
1 2 3 4
5

PPT Hedge Fund Activity: Q4 2017 in Review

106 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q4 2017, worth a combined $90.4M — up 11% from $81.7M a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new PPT positions and 11 closed out — a net gain of 18 holders — while 29 added to existing stakes and 21 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $6.5M. The largest seller was Laurion Capital Management, exiting entirely with an estimated $1.55M sold.

  • 106 institutional investors held Franklin Premier Income Trust (PPT) as of Q4 2017, up from 88 in Q3 2017.
  • Funds reported $90.4M of Franklin Premier Income Trust stock for Q4 2017, up 11% quarter-over-quarter.
  • 29 funds opened new Franklin Premier Income Trust positions in Q4 2017 and 11 closed out, a net change of +18 holders.
  • The largest Franklin Premier Income Trust buyer in Q4 2017 was Sit Investment Associates, an estimated $6.5M added.
  • The largest Franklin Premier Income Trust seller in Q4 2017 was Laurion Capital Management, an estimated $1.55M sold.

Based on aggregated 13F filings for Q4 2017.