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PPT

Franklin Premier Income Trust
PPT

71 hedge funds and large institutions have $105M invested in Franklin Premier Income Trust in 2013 Q2 according to their latest regulatory filings, with 71 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

13.66% more ownership

Funds ownership: 0% → 13.66% (+14%)

Holders
71
Holders Change
+71
Holders Change %
–
% of All Funds
2.32%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
71
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
NCM
1
Newgate Capital Management
Connecticut
$15.4M +$15.7M +2,872,708 New
RVP
2
Relative Value Partners
Illinois
$13.2M +$13.4M +2,462,277 New
RCM
3
Rivernorth Capital Management
Florida
$10.4M +$10.6M +1,949,064 New
SIA
4
Sit Investment Associates
Minnesota
$9M +$9.16M +1,681,689 New
Invesco
5
Invesco
Georgia
$7.64M +$7.78M +1,428,480 New
Morgan Stanley
6
Morgan Stanley
New York
$6.01M +$6.12M +1,123,269 New
U
7
UBS
Switzerland
$5.13M +$5.23M +959,404 New
GC
8
Guggenheim Capital
Illinois
$4.16M +$4.24M +778,035 New
1CP
9
1607 Capital Partners
Virginia
$3.9M +$3.98M +729,824 New
PAIM
10
Punch & Associates Investment Management
Minnesota
$3.84M +$3.91M +717,373 New
PPA
11
Parametric Portfolio Associates
Washington
$3.75M +$3.82M +701,621 New
BC
12
Bartlett & Co
Ohio
$2.11M +$2.15M +393,862 New
CA
13
Cornerstone Advisors
North Carolina
$1.95M +$1.98M +364,171 New
SCM
14
Sterneck Capital Management
Missouri
$1.93M +$1.97M +360,925 New
Cohen & Steers
15
Cohen & Steers
New York
$1.86M +$1.89M +347,600 New
Bank of America
16
Bank of America
North Carolina
$1.5M +$1.53M +280,088 New
TJHA
17
Thomas J. Herzfeld Advisors
Florida
$1.27M +$1.29M +236,602 New
FAAS
18
First Allied Advisory Services
California
$1.23M +$1.25M +230,065 New
LPL Financial
19
LPL Financial
California
$1.04M +$1.06M +194,962 New
WAM
20
Wolverine Asset Management
Illinois
$957K +$975K +178,950 New
Geode Capital Management
21
Geode Capital Management
Massachusetts
$945K – – –
DA
22
Doliver Advisors
Texas
$817K +$832K +152,617 New
GEM
23
Global Endowment Management
North Carolina
$642K +$654K +120,000 New
SRC
24
Shufro Rose & Co
New York
$620K +$632K +115,925 New
Wells Fargo
25
Wells Fargo
California
$607K +$618K +113,473 New
1
2 3

PPT Hedge Fund Activity: Q2 2013 in Review

71 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q2 2013, worth a combined $105M.

Buyers outnumbered sellers: 71 funds opened new PPT positions and 0 closed out — a net gain of 71 holders — while 0 added to existing stakes and 0 trimmed.

  • 71 institutional investors held Franklin Premier Income Trust (PPT) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $105M of Franklin Premier Income Trust stock for Q2 2013.
  • 71 funds opened new Franklin Premier Income Trust positions in Q2 2013 and 0 closed out, a net change of +71 holders.

Based on aggregated 13F filings for Q2 2013.