PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

112 hedge funds and large institutions have $114M invested in Putnam Premier Income Trust in 2020 Q4 according to their latest regulatory filings, with 34 funds opening new positions, 17 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
112
Holders Change
+18
Holders Change %
+19.15%
% of All Funds
1.99%
Holding in Top 10
2
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.04%
New
34
Increased
17
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SIA
Sit Investment Associates
Minnesota
+$8.97M
2
AFS
Access Financial Services
Minnesota
+$1.18M
3
LCM
Landscape Capital Management
New Jersey
+$1.14M
4
SFS
Shaker Financial Services
Virginia
+$1.07M
5
Citigroup
Citigroup
New York
+$814K

Top Sellers

1
AWM
Apollon Wealth Management
South Carolina
-$1.07M
2
Wells Fargo
Wells Fargo
California
-$927K
3
AWM
Arbor Wealth Management
Florida
-$855K
4
HWM
Howard Wealth Management
Connecticut
-$473K
5
ACA
Ascension Capital Advisors
Texas
-$347K
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$54.5M +$8.97M +1,928,061 +20%
Morgan Stanley
2
Morgan Stanley
New York
$8.03M +$500K +107,558 +7%
Invesco
3
Invesco
Georgia
$5.27M +$334K +71,826 +7%
AWM
4
Arbor Wealth Management
Florida
$4.05M -$855K -183,781 -17%
SFS
5
Shaker Financial Services
Virginia
$3.46M +$1.07M +230,446 +45%
Bank of America
6
Bank of America
North Carolina
$3.05M +$483K +103,981 +19%
RJA
7
Raymond James & Associates
Florida
$2.77M -$10.3K -2,206 -0.4%
HWM
8
Howard Wealth Management
Connecticut
$2.66M -$473K -101,837 -15%
QCIG
9
Quad-Cities Investment Group
Iowa
$2.47M +$23.3K +5,006 +1%
Wells Fargo
10
Wells Fargo
California
$2.08M -$927K -199,406 -31%
Cohen & Steers
11
Cohen & Steers
New York
$1.73M – – –
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.56M +$140K +30,077 +10%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.33M +$113K +24,392 +9%
Janney Montgomery Scott
14
Janney Montgomery Scott
Pennsylvania
$1.21M -$62.5K -13,450 -5%
AFS
15
Access Financial Services
Minnesota
$1.18M +$1.18M +252,720 New
LCM
16
Landscape Capital Management
New Jersey
$1.14M +$1.14M +246,067 New
UBS Group
17
UBS Group
Switzerland
$964K -$84.2K -18,115 -8%
SCM
18
Sterneck Capital Management
Missouri
$928K -$59.1K -12,721 -6%
Citigroup
19
Citigroup
New York
$854K +$814K +175,060 +2,019%
Osaic Holdings
20
Osaic Holdings
Arizona
$696K -$32.8K -7,070 -5%
SMH
21
Sanders Morris Harris
Texas
$691K – – –
FFWM
22
Future Financial Wealth Management
Ohio
$689K +$689K +148,212 New
SRC
23
Shufro Rose & Co
New York
$678K -$2.33K -500 -0.3%
CAN
24
Cetera Advisor Networks
California
$582K -$78.3K -16,856 -12%
MML Investors Services
25
MML Investors Services
Massachusetts
$564K +$60.2K +12,952 +12%
1
2 3 4 5