PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $85.2M invested in Putnam Premier Income Trust in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 23 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
95
Holders Change
-1
Holders Change %
-1.04%
% of All Funds
1.88%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
13
Increased
27
Reduced
23
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
RJA
Raymond James & Associates
Florida
+$1.55M
2
Wells Fargo
Wells Fargo
California
+$699K
3
AAS
Avantax Advisory Services
Texas
+$557K
4
MML Investors Services
MML Investors Services
Massachusetts
+$329K
5
Morgan Stanley
Morgan Stanley
New York
+$302K

Top Sellers

1
Stifel Financial
Stifel Financial
Missouri
-$2.25M
2
SIA
Sit Investment Associates
Minnesota
-$1.33M
3
SCM
Sterneck Capital Management
Missouri
-$1.02M
4
Invesco
Invesco
Georgia
-$546K
5
SMH
Sanders Morris Harris
Texas
-$209K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$18.8M -$1.33M -245,788 -7%
Wells Fargo
2
Wells Fargo
California
$8.53M +$699K +128,697 +9%
RJA
3
Raymond James & Associates
Florida
$7.78M +$1.55M +285,194 +25%
AWM
4
Arbor Wealth Management
Florida
$6.18M +$51.3K +9,449 +0.8%
Invesco
5
Invesco
Georgia
$5.92M -$546K -100,632 -8%
Morgan Stanley
6
Morgan Stanley
New York
$4.41M +$302K +55,589 +7%
Bank of America
7
Bank of America
North Carolina
$3.84M +$33.4K +6,151 +0.9%
HWM
8
Howard Wealth Management
Connecticut
$3.41M +$3.41M +627,072 New
QCIG
9
Quad-Cities Investment Group
Iowa
$2.68M +$81.1K +14,961 +3%
Royal Bank of Canada
10
Royal Bank of Canada
Ontario, Canada
$2.12M -$78.4K -14,423 -4%
Cohen & Steers
11
Cohen & Steers
New York
$2.02M – – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.54M -$440 -81 -0%
UBS Group
13
UBS Group
Switzerland
$1.4M +$55.5K +10,217 +4%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.38M -$2.23K -410 -0.2%
MML Investors Services
15
MML Investors Services
Massachusetts
$1.24M +$329K +60,652 +36%
CAN
16
Cetera Advisor Networks
California
$878K +$20.3K +3,747 +2%
SRC
17
Shufro Rose & Co
New York
$811K -$16.3K -3,000 -2%
AG
18
Advisor Group
Arizona
$710K +$158K +29,043 +29%
AAS
19
Avantax Advisory Services
Texas
$557K +$557K +102,911 New
Commonwealth Equity Services
20
Commonwealth Equity Services
Massachusetts
$511K +$48.1K +8,867 +10%
SMH
21
Sanders Morris Harris
Texas
$464K -$209K -40,500 -31%
CFA
22
Cahill Financial Advisors
Minnesota
$453K +$391 +72 +0.1%
LPL Financial
23
LPL Financial
California
$441K +$208K +38,364 +89%
ACA
24
Ascension Capital Advisors
Texas
$424K +$424K +78,076 New
PVWM
25
Point View Wealth Management
New Jersey
$400K – – –
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