PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

94 hedge funds and large institutions have $96.1M invested in Putnam Premier Income Trust in 2020 Q3 according to their latest regulatory filings, with 14 funds opening new positions, 25 increasing their positions, 21 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
94
Holders Change
+3
Holders Change %
+3.3%
% of All Funds
1.9%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
14
Increased
25
Reduced
21
Closed
11
Calls
–
Puts
$67K
Net Calls
-$67K
Net Calls Change
-$67K

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$10.8M
2
SFS
Shaker Financial Services
Virginia
+$2.29M
3
Morgan Stanley
Morgan Stanley
New York
+$890K
4
SMH
Sanders Morris Harris
Texas
+$661K
5
AWM
Apollon Wealth Management
South Carolina
+$572K

Top Sellers

1
Wells Fargo
Wells Fargo
California
-$3.94M
2
RJA
Raymond James & Associates
Florida
-$1.07M
3
OFG
OTA Financial Group
New York
-$734K
4
Bank of America
Bank of America
North Carolina
-$140K
5
IF
Intrua Financial
Texas
-$137K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$43.6M +$10.8M +2,423,458 +33%
Morgan Stanley
2
Morgan Stanley
New York
$7.21M +$890K +199,955 +14%
Invesco
3
Invesco
Georgia
$4.72M +$482K +108,277 +11%
AWM
4
Arbor Wealth Management
Florida
$4.69M -$64.8K -14,568 -1%
HWM
5
Howard Wealth Management
Connecticut
$3M -$98.3K -22,085 -3%
Wells Fargo
6
Wells Fargo
California
$2.88M -$3.94M -884,506 -58%
RJA
7
Raymond James & Associates
Florida
$2.66M -$1.07M -241,309 -29%
Bank of America
8
Bank of America
North Carolina
$2.46M -$140K -31,390 -5%
QCIG
9
Quad-Cities Investment Group
Iowa
$2.34M +$97.6K +21,940 +4%
SFS
10
Shaker Financial Services
Virginia
$2.29M +$2.29M +513,435 New
Cohen & Steers
11
Cohen & Steers
New York
$1.65M – – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.36M +$228K +51,137 +20%
Janney Montgomery Scott
13
Janney Montgomery Scott
Pennsylvania
$1.22M +$154K +34,678 +15%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.16M +$410K +92,096 +54%
AWM
15
Apollon Wealth Management
South Carolina
$1.07M +$572K +128,614 +116%
UBS Group
16
UBS Group
Switzerland
$1M +$19.1K +4,284 +2%
SCM
17
Sterneck Capital Management
Missouri
$945K -$2.23K -500 -0.2%
Osaic Holdings
18
Osaic Holdings
Arizona
$698K -$16K -3,588 -2%
SMH
19
Sanders Morris Harris
Texas
$661K +$661K +148,490 New
SRC
20
Shufro Rose & Co
New York
$651K +$17.8K +4,000 +3%
CAN
21
Cetera Advisor Networks
California
$632K -$17.8K -4,006 -3%
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$545K -$26.1K -5,859 -5%
MML Investors Services
23
MML Investors Services
Massachusetts
$482K +$118K +26,411 +32%
MAFM
24
Mid Atlantic Financial Management
Pennsylvania
$402K +$95K +20,600 +31%
CFA
25
Cahill Financial Advisors
Minnesota
$372K +$187 +42 +0.1%
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