PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

112 hedge funds and large institutions have $114M invested in Putnam Premier Income Trust in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 17 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
17
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.97M
2
AFS
Access Financial Services
Minnesota
+$1.18M
3
LCM
Landscape Capital Management
New Jersey
+$1.14M
4
SFS
Shaker Financial Services
Virginia
+$1.07M
5
Citigroup
Citigroup
New York
+$814K

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$1.07M
2
Wells Fargo
Wells Fargo
California
-$927K
3
AWM
Arbor Wealth Management
Florida
-$855K
4
HWM
Howard Wealth Management
Connecticut
-$473K
5
ACA
Ascension Capital Advisors
Texas
-$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
101
Covington Capital Management
California
$5K – – –
ASN
102
Advisory Services Network
Georgia
$4K +$91 +18 +2%
CFA
103
Carroll Financial Associates
North Carolina
$3K – – –
ADL
104
Asset Dedication LLC
California
$2K – – –
CA
105
Crewe Advisors
Utah
$2K +$2K +500 New
VFA
106
Valeo Financial Advisors
Indiana
$1K – – –
WT
107
Whittier Trust
California
$1K – – –
COCM
108
Charter Oak Capital Management
New Hampshire
$1K +$1K +163 New
Walleye Capital
109
Walleye Capital
New York
$577 +$577 +124,061 New
AWM
110
Apollon Wealth Management
South Carolina
– -$1.07M -239,569 Closed
ACA
111
Ascension Capital Advisors
Texas
– -$347K -78,076 Closed
AAS
112
Avantax Advisory Services
Texas
– -$222K -50,011 Closed
OPS
113
Orion Portfolio Solutions
Nebraska
– -$205K -46,000 Closed
CRC
114
Curi RMB Capital
Illinois
– -$127K -28,632 Closed
AC
115
Avestar Capital
New York
– -$79K -18,000 Closed
WS
116
Wedbush Securities
California
– -$60K -13,463 Closed
LA
117
LexAurum Advisors
Kansas
– -$56K -12,489 Closed
Cambridge Investment Research Advisors
118
Cambridge Investment Research Advisors
Iowa
– -$55K -12,400 Closed
PFS
119
Prospera Financial Services
Texas
– -$22K -5,000 Closed
S
120
SignatureFD
Georgia
– -$20K -4,600 Closed
TFA
121
Toth Financial Advisory
Virginia
– -$4K -842 Closed
FFA
122
Founders Financial Alliance
North Carolina
– -$4K -752 Closed
JWM
123
Jeppson Wealth Management
California
– -$3K -700 Closed
AWM
124
Avior Wealth Management
Nebraska
– -$3K -691 Closed
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