PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

95 hedge funds and large institutions have $115M invested in Putnam Premier Income Trust in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 23 increasing their positions, 25 reducing their positions, and 18 closing their positions.

Holders
95
Holders Change
-5
Holders Change %
-5%
% of All Funds
1.5%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
15
Increased
23
Reduced
25
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
KIM
1
Karpus Investment Management
New York
$5.8M
2
1CP
2
1607 Capital Partners
Virginia
$2.84M
3
PPA
3
Parametric Portfolio Associates
Washington
$8.4M
4
VCM
4
Vivaldi Capital Management
Illinois
$1.26M
5
Invesco
5
Invesco
Georgia
$5.08M

Top Sellers

1
SIA
1
Sit Investment Associates
Minnesota
$57.3M
2
SFS
2
Shaker Financial Services
Virginia
$1.83M
3
RJA
3
Raymond James & Associates
Florida
$2.1M
4
WAM
4
Weiss Asset Management
Massachusetts
$0
5
UBS Group
5
UBS Group
Switzerland
$382K
Name Market Value Shares Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$57.3M 14,368,689 -2,351,484 -14%
PPA
2
Parametric Portfolio Associates
Washington
$8.4M 2,105,976 +699,355 +50%
Morgan Stanley
3
Morgan Stanley
New York
$6.47M 1,620,435 +41,242 +3%
KIM
4
Karpus Investment Management
New York
$5.8M 1,453,492 +1,453,492 New
Invesco
5
Invesco
Georgia
$5.08M 1,273,011 +203,297 +19%
1CP
6
1607 Capital Partners
Virginia
$2.84M 711,385 +711,385 New
HWM
7
Howard Wealth Management
Connecticut
$2.82M 706,485 +140,775 +25%
RJA
8
Raymond James & Associates
Florida
$2.1M 525,988 -74,370 -12%
SFS
9
Shaker Financial Services
Virginia
$1.83M 457,897 -253,043 -36%
Janney Montgomery Scott
10
Janney Montgomery Scott
Pennsylvania
$1.79M 448,366 +88,590 +25%
Bank of America
11
Bank of America
North Carolina
$1.78M 445,454 +160,869 +57%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$1.36M 340,641 -18,122 -5%
QCIG
13
Quad-Cities Investment Group
Iowa
$1.34M 336,384 -12,316 -4%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$1.3M 326,814 -8,670 -3%
VCM
15
Vivaldi Capital Management
Illinois
$1.26M 329,952 +329,952 New
BWM
16
BerganKDV Wealth Management
Minnesota
$1.08M 271,508 +33,343 +14%
AWM
17
Apollon Wealth Management
South Carolina
$774K 194,019 -21,402 -10%
SRC
18
Shufro Rose & Co
New York
$664K 166,500 -12,300 -7%
FFWM
19
Future Financial Wealth Management
Ohio
$633K 158,544 +5,658 +4%
SMH
20
Sanders Morris Harris
Texas
$592K 148,490 – –
SCM
21
Sterneck Capital Management
Missouri
$572K 143,423 -23,784 -14%
NA
22
NewEdge Advisors
Louisiana
$511K 128,100 -1,816 -1%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$497K 124,582 -4,013 -3%
OIM
24
Oder Investment Management
California
$458K 115,809 +51,569 +80%
MML Investors Services
25
MML Investors Services
Massachusetts
$441K 110,601 -109 -0.1%
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