Franklin Premier Income Trust
PPT
93 hedge funds and large institutions have $113M invested in Franklin Premier Income Trust in 2022 Q2 according to their latest regulatory filings, with 12 funds opening new positions, 26 increasing their positions, 23 reducing their positions, and 13 closing their positions.
267% more capital inflows, than outflows
Capital inflows: $16.7M | Capital outflows: $4.53M
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
13% more repeat investments, than reductions
Existing positions increased: 26 | Existing positions reduced: 23
1.03% more ownership
Funds ownership: 28.17% → 29.2% (+1%)
8% less first-time investments, than exits
New positions opened: 12 | Existing positions closed: 13
2% less funds holding
Funds holding: 95 → 93 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$6M |
| 2 |
1607 Capital Partners
Richmond,
Virginia
|
+$3.86M |
| 3 |
Sit Investment Associates
Minneapolis,
Minnesota
|
+$2.91M |
| 4 |
VCM
Vivaldi Capital Management
Chicago,
Illinois
|
+$1.43M |
| 5 |
Janney Montgomery Scott
Philadelphia,
Pennsylvania
|
+$823K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Shaker Financial Services
Arlington,
Virginia
|
-$1.52M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$480K |
| 3 |
Apollon Wealth Management
Mount Pleasant,
South Carolina
|
-$327K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$279K |
| 5 |
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$233K |
PPT Hedge Fund Activity: Q2 2022 in Review
93 of the 5,963 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q2 2022, worth a combined $113M — down 1.2% from $115M a quarter earlier.
Sellers outnumbered buyers: 13 funds closed out of PPT and 12 opened new positions — a net loss of 1 holder — while 23 trimmed existing stakes and 26 added.
The largest buyer was Morgan Stanley, adding an estimated $6M. The largest seller was Shaker Financial Services, cutting an estimated $1.52M.
- 93 institutional investors held Franklin Premier Income Trust (PPT) as of Q2 2022, down from 95 in Q1 2022.
- Funds reported $113M of Franklin Premier Income Trust stock for Q2 2022, down 1.2% quarter-over-quarter.
- 12 funds opened new Franklin Premier Income Trust positions in Q2 2022 and 13 closed out, a net change of -1 holder.
- The largest Franklin Premier Income Trust buyer in Q2 2022 was Morgan Stanley, an estimated $6M added.
- The largest Franklin Premier Income Trust seller in Q2 2022 was Shaker Financial Services, an estimated $1.52M sold.
Based on aggregated 13F filings for Q2 2022.