PPT

Putnam Premier Income Trust
PPT

Overview Fund Activity

93 hedge funds and large institutions have $113M invested in Putnam 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.

New
Increased
Maintained
Reduced
Closed
Holders
93
Holders Change
-2
Holders Change %
-2.11%
% of All Funds
1.57%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
12
Increased
26
Reduced
23
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
$12.1M
2
1CP
1607 Capital Partners
Virginia
$6.51M
3
SIA
Sit Investment Associates
Minnesota
$57.5M
4
VCM
Vivaldi Capital Management
Illinois
$2.67M
5
Janney Montgomery Scott
Janney Montgomery Scott
Pennsylvania
$2.52M

Top Sellers

1
SFS
Shaker Financial Services
Virginia
$243K
2
Bank of America
Bank of America
North Carolina
$1.22M
3
AWM
Apollon Wealth Management
South Carolina
$414K
4
HighTower Advisors
HighTower Advisors
Illinois
$0
5
RJFSA
Raymond James Financial Services Advisors
Florida
$1.06M
Name Holding Trade Value Shares
Change 		Shares
Change %
SIA
1
Sit Investment Associates
Minnesota
$57.5M +$2.88M +756,919 +5%
Morgan Stanley
2
Morgan Stanley
New York
$12.1M +$5.92M +1,558,084 +96%
1CP
3
1607 Capital Partners
Virginia
$6.51M +$3.81M +1,001,646 +141%
KIM
4
Karpus Investment Management
New York
$5.56M +$36.9K +9,700 +0.7%
Invesco
5
Invesco
Georgia
$4.7M -$140K -36,935 -3%
HWM
6
Howard Wealth Management
Connecticut
$2.67M -$15.5K -4,075 -0.6%
VCM
7
Vivaldi Capital Management
Illinois
$2.67M +$1.41M +371,258 +113%
RJA
8
Raymond James & Associates
Florida
$2.55M +$554K +145,791 +28%
Janney Montgomery Scott
9
Janney Montgomery Scott
Pennsylvania
$2.52M +$815K +213,809 +48%
Bank of America
10
Bank of America
North Carolina
$1.22M -$474K -124,661 -28%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.21M -$27.9K -7,343 -2%
QCIG
12
Quad-Cities Investment Group
Iowa
$1.19M -$90.6K -23,837 -7%
RJFSA
13
Raymond James Financial Services Advisors
Florida
$1.06M -$230K -60,596 -18%
BWM
14
BerganKDV Wealth Management
Minnesota
$943K -$88.7K -23,348 -9%
SRC
15
Shufro Rose & Co
New York
$633K – – –
FFWM
16
Future Financial Wealth Management
Ohio
$633K – – –
SCM
17
Sterneck Capital Management
Missouri
$565K +$19.8K +5,208 +4%
SMH
18
Sanders Morris Harris
Texas
$564K – – –
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$541K +$67.9K +17,866 +14%
NA
20
NewEdge Advisors
Louisiana
$502K +$14.8K +3,900 +3%
OIM
21
Oder Investment Management
California
$425K -$15K -3,942 -3%
AWM
22
Apollon Wealth Management
South Carolina
$414K -$323K -84,963 -44%
CAN
23
Cetera Advisor Networks
California
$397K +$5.25K +1,381 +1%
UBS Group
24
UBS Group
Switzerland
$394K +$30.8K +8,103 +8%
MML Investors Services
25
MML Investors Services
Massachusetts
$313K -$108K -28,323 -26%
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