PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

102 hedge funds and large institutions have $78.3M invested in Putnam Premier Income Trust in 2019 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 22 increasing their positions, 31 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
102
Holders Change
+7
Holders Change %
+7.37%
% of All Funds
2.22%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
17
Increased
22
Reduced
31
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$878K
2
CIBC Private Wealth Group
CIBC Private Wealth Group
Georgia
+$410K
3
BRWA
B. Riley Wealth Advisors
Florida
+$352K
4
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
+$271K
5
CFG
Citizens Financial Group
Rhode Island
+$245K

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$9.11M
2
SIA
Sit Investment Associates
Minnesota
-$2.94M
3
Invesco
Invesco
Georgia
-$768K
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
-$607K
5
Bank of America
Bank of America
North Carolina
-$355K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$22.5M -$2.94M -572,587 -12%
Wells Fargo
2
Wells Fargo
California
$6.79M -$323K -62,902 -5%
Invesco
3
Invesco
Georgia
$6.34M -$768K -149,651 -11%
RJA
4
Raymond James & Associates
Florida
$5.3M +$878K +171,159 +20%
Bank of America
5
Bank of America
North Carolina
$4.7M -$355K -69,123 -7%
Morgan Stanley
6
Morgan Stanley
New York
$4.28M -$9.11M -1,775,409 -68%
Royal Bank of Canada
7
Royal Bank of Canada
Ontario, Canada
$2.64M -$143K -27,935 -5%
Stifel Financial
8
Stifel Financial
Missouri
$2.38M -$3.4K -662 -0.1%
QCIG
9
Quad-Cities Investment Group
Iowa
$2.27M +$92.9K +18,132 +4%
Cohen & Steers
10
Cohen & Steers
New York
$1.91M – – –
SCM
11
Sterneck Capital Management
Missouri
$1.54M -$3.51K -684 -0.2%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.29M +$131K +25,467 +11%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.26M -$24.3K -4,748 -2%
UBS Group
14
UBS Group
Switzerland
$1.23M -$88.5K -17,244 -7%
Northwestern Mutual Wealth Management
15
Northwestern Mutual Wealth Management
Wisconsin
$1M +$271K +52,889 +37%
CAN
16
Cetera Advisor Networks
California
$839K +$2.63K +512 +0.3%
SRC
17
Shufro Rose & Co
New York
$794K -$15.4K -3,000 -2%
MML Investors Services
18
MML Investors Services
Massachusetts
$780K -$334K -65,063 -30%
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$529K -$607K -118,467 -53%
CIBC Private Wealth Group
20
CIBC Private Wealth Group
Georgia
$504K +$410K +80,065 +439%
SMH
21
Sanders Morris Harris
Texas
$462K – – –
AG
22
Advisor Group
Arizona
$447K +$54.8K +10,678 +14%
CFA
23
Cahill Financial Advisors
Minnesota
$424K +$65.3K +12,718 +18%
PVWM
24
Point View Wealth Management
New Jersey
$391K -$5.01K -975 -1%
HighTower Advisors
25
HighTower Advisors
Illinois
$357K +$20.5K +3,968 +6%
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