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PPT

Franklin Premier Income Trust

77 hedge funds and large institutions have $164M invested in Franklin Premier Income Trust in 2016 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 21 increasing their positions, 21 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more repeat investments, than reductions

Existing positions increased: 21 | Existing positions reduced: 21

0% less capital invested

Capital invested by funds: $165M → $164M (-$542K)

1.23% less ownership

Funds ownership: 28.78%27.55% (-1.2%)

7% less funds holding

Funds holding: 8377 (-6)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

71% less first-time investments, than exits

New positions opened: 2 | Existing positions closed: 7

Holders
77
Holders Change
-6
Holders Change %
-7.23%
% of All Funds
2.05%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.03%
New
2
Increased
21
Reduced
21
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$53.4M -$2.76M -572,400 -5%
1CP
2
1607 Capital Partners
Virginia
$24.8M -$210K -43,502 -0.9%
SCM
3
Saba Capital Management
New York
$22M -$3.59M -745,053 -14%
EVM
4
Eaton Vance Management
Massachusetts
$10.5M
RCM
5
Rivernorth Capital Management
Florida
$9.07M +$7.88M +1,635,619 +748%
PAIM
6
Punch & Associates Investment Management
Minnesota
$7.56M +$23.8K +4,938 +0.3%
Morgan Stanley
7
Morgan Stanley
New York
$7.06M +$5.21M +1,081,007 +299%
Invesco
8
Invesco
Georgia
$6.49M +$735K +152,538 +13%
Wells Fargo
9
Wells Fargo
California
$2.94M -$9.81M -2,035,033 -77%
Cohen & Steers
10
Cohen & Steers
New York
$2.19M
Bank of America
11
Bank of America
North Carolina
$2.19M +$80.9K +16,787 +4%
UBS Group
12
UBS Group
Switzerland
$1.74M -$240K -49,722 -12%
SCM
13
Sterneck Capital Management
Missouri
$1.61M -$104K -21,650 -6%
TAM
14
Trust Asset Management
Texas
$1.47M +$649K +134,728 +82%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$1.17M +$56.6K +11,739 +5%
BC
16
Bartlett & Co
Ohio
$1.14M -$49.3K -10,225 -4%
LCM
17
Landscape Capital Management
New Jersey
$1.02M -$676K -140,183 -40%
SRC
18
Shufro Rose & Co
New York
$778K
RJA
19
Raymond James & Associates
Florida
$703K +$40.9K +8,486 +6%
GEM
20
Global Endowment Management
North Carolina
$587K
LPL Financial
21
LPL Financial
California
$504K +$110K +22,752 +28%
PVWM
22
Point View Wealth Management
New Jersey
$464K +$80.2K +16,629 +21%
MFS
23
MSI Financial Services
Massachusetts
$443K +$15K +3,103 +4%
IAMOG
24
Investors Asset Management of Georgia
Georgia
$400K -$8.44K -1,750 -2%
CIA
25
Capital Investment Advisors
Georgia
$380K

PPT Hedge Fund Activity: Q3 2016 in Review

77 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q3 2016, worth a combined $164M — down 0.33% from $165M a quarter earlier.

Sellers outnumbered buyers: 7 funds closed out of PPT and 2 opened new positions — a net loss of 5 holders — while 21 trimmed existing stakes and 21 added.

The largest buyer was Rivernorth Capital Management, adding an estimated $7.88M. The largest seller was Wells Fargo, cutting an estimated $9.81M.

  • 77 institutional investors held Franklin Premier Income Trust (PPT) as of Q3 2016, down from 83 in Q2 2016.
  • Funds reported $164M of Franklin Premier Income Trust stock for Q3 2016, down 0.33% quarter-over-quarter.
  • 2 funds opened new Franklin Premier Income Trust positions in Q3 2016 and 7 closed out, a net change of -5 holders.
  • The largest Franklin Premier Income Trust buyer in Q3 2016 was Rivernorth Capital Management, an estimated $7.88M added.
  • The largest Franklin Premier Income Trust seller in Q3 2016 was Wells Fargo, an estimated $9.81M sold.

Based on aggregated 13F filings for Q3 2016.