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PPT

Franklin Premier Income Trust
PPT

106 hedge funds and large institutions have $111M invested in Franklin Premier Income Trust in 2018 Q1 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 27 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed

22% more capital invested

Capital invested by funds: $90.4M → $111M (+$20.1M)

11% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 27

5.61% more ownership

Funds ownership: 13.99% → 19.6% (+5.6%)

0% more funds holding

Funds holding: 106 → 106 (0)

0% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 16

Holders
106
Holders Change
–
Holders Change %
0%
% of All Funds
2.43%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
30
Reduced
27
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EVM
Eaton Vance Management
Massachusetts
+$10.9M
2
ACM
Arlington Capital Management
Illinois
+$4.25M
3
SIA
Sit Investment Associates
Minnesota
+$4.22M
4
UBS Group
UBS Group
Switzerland
+$1.29M
5
Invesco
Invesco
Georgia
+$1.26M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$2.4M
2
SRC
Shufro Rose & Co
New York
-$832K
3
Ameriprise
Ameriprise
Minnesota
-$674K
4
BTS
BB&T Securities
Virginia
-$572K
5
PAG
Pinnacle Advisory Group
Maryland
-$496K
Name Holding Trade Value Shares
Change 		Change in
Stake
APP
101
Avantax Planning Partners
Iowa
$4K +$3.69K +707 New
CFA
102
Carroll Financial Associates
North Carolina
$3K – – –
DWM
103
Destination Wealth Management
California
$3K +$2.61K +500 New
SWP
104
Strategic Wealth Partners
Ohio
$2K – – –
ADL
105
Asset Dedication LLC
California
$2K +$26 +5 +2%
CAL
106
Capital Analysts LLC
Pennsylvania
$2K +$1.8K +345 New
WT
107
Whittier Trust
California
$1K – – –
Ameriprise
108
Ameriprise
Minnesota
– -$674K -126,417 Closed
Squarepoint
109
Squarepoint
New York
– -$310K -58,187 Closed
Deutsche Bank
110
Deutsche Bank
Germany
– -$309K -58,000 Closed
WAM
111
Weiss Asset Management
Massachusetts
– -$261K -48,929 Closed
CAN
112
Cetera Advisor Networks
California
– -$141K -26,113 Closed
AFNAS
113
American Financial Network Advisory Services
California
– -$138K -25,916 Closed
Citadel Advisors
114
Citadel Advisors
Florida
– -$119K -22,353 Closed
AGM
115
Alpine Global Management
New York
– -$102K -19,047 Closed
Baird Financial Group
116
Baird Financial Group
Wisconsin
– -$84K -15,838 Closed
PTC
117
Philadelphia Trust Company
Pennsylvania
– -$79K -14,874 Closed
PAG
118
Private Advisor Group
New Jersey
– -$68K -12,671 Closed
M&T Bank
119
M&T Bank
New York
– -$63K -11,797 Closed
PA
120
Parallel Advisors
California
– -$27K -5,000 Closed
CCM
121
Cribstone Capital Management
Maine
– -$15K -2,846 Closed
CA
122
Calton & Associates
Florida
– -$14K -2,778 Closed
1 2 3 4
5

PPT Hedge Fund Activity: Q1 2018 in Review

106 of the 4,364 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2018, worth a combined $111M — up 22% from $90.4M a quarter earlier.

Fund positioning in PPT was balanced in Q1 2018: 16 funds opened new positions, 16 closed out, 30 added to existing stakes and 27 trimmed.

The largest buyer was Eaton Vance Management, opening a new position worth an estimated $10.9M. The largest seller was Wells Fargo, cutting an estimated $2.4M.

  • 106 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2018, unchanged from Q4 2017.
  • Funds reported $111M of Franklin Premier Income Trust stock for Q1 2018, up 22% quarter-over-quarter.
  • 16 funds opened new Franklin Premier Income Trust positions in Q1 2018 and 16 closed out, a net change of 0 holders.
  • The largest Franklin Premier Income Trust buyer in Q1 2018 was Eaton Vance Management, an estimated $10.9M added.
  • The largest Franklin Premier Income Trust seller in Q1 2018 was Wells Fargo, an estimated $2.4M sold.

Based on aggregated 13F filings for Q1 2018.