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PPT

Franklin Premier Income Trust

84 hedge funds and large institutions have $119M invested in Franklin Premier Income Trust in 2024 Q2 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 8

2% more capital invested

Capital invested by funds: $117M → $119M (+$2.31M)

0.07% more ownership

Funds ownership: 34.47%34.55% (+0.07%)

0% more funds holding

Funds holding: 8484 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

21% less repeat investments, than reductions

Existing positions increased: 22 | Existing positions reduced: 28

Holders
84
Holders Change
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
10
Increased
22
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$68.1M -$4.91M -1,407,535 -7%
Allspring Global Investments
2
Allspring Global Investments
North Carolina
$14.8M +$4.4M +1,261,737 +44%
Morgan Stanley
3
Morgan Stanley
New York
$5.24M +$191K +54,752 +4%
KIM
4
Karpus Investment Management
New York
$3.81M -$1.24K -355 -0%
Invesco
5
Invesco
Georgia
$3.8M +$595K +170,483 +19%
1CP
6
1607 Capital Partners
Virginia
$3.63M -$331K -94,900 -9%
Janney Montgomery Scott
7
Janney Montgomery Scott
Pennsylvania
$2.75M -$558K -159,976 -17%
RJA
8
Raymond James & Associates
Florida
$1.4M +$336K +96,312 +33%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$1.2M -$94.3K -27,036 -7%
QCIG
10
Quad-Cities Investment Group
Iowa
$1.15M -$93.1K -26,668 -8%
SFS
11
Shaker Financial Services
Virginia
$1.14M -$87.9K -25,186 -7%
LCM
12
Landscape Capital Management
New Jersey
$928K +$305K +87,420 +51%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$632K -$7.12K -2,041 -1%
Bank of America
14
Bank of America
North Carolina
$626K -$45.9K -13,161 -7%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$534K +$28.8K +8,263 +6%
Osaic Holdings
16
Osaic Holdings
Arizona
$511K +$195K +55,740 +64%
SRC
17
Shufro Rose & Co
New York
$471K
FFWM
18
Future Financial Wealth Management
Ohio
$452K +$5.72K +1,638 +1%
RP
19
Riverbridge Partners
Minnesota
$440K +$429K +123,005 New
NA
20
NewEdge Advisors
Louisiana
$435K -$8.72K -2,500 -2%
IWC
21
Integrated Wealth Concepts
Massachusetts
$379K +$192K +55,113 +109%
MML Investors Services
22
MML Investors Services
Massachusetts
$361K -$38.5K -11,024 -10%
AWM
23
Apollon Wealth Management
South Carolina
$350K -$15.5K -4,455 -4%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$350K -$8.25K -2,365 -2%
UBS Group
25
UBS Group
Switzerland
$340K -$120K -34,281 -26%

PPT Hedge Fund Activity: Q2 2024 in Review

84 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q2 2024, worth a combined $119M — up 2% from $117M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new PPT positions and 8 closed out — a net gain of 2 holders — while 22 added to existing stakes and 28 trimmed.

The largest buyer was Allspring Global Investments, adding an estimated $4.4M. The largest seller was Sit Investment Associates, cutting an estimated $4.91M.

  • 84 institutional investors held Franklin Premier Income Trust (PPT) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $119M of Franklin Premier Income Trust stock for Q2 2024, up 2% quarter-over-quarter.
  • 10 funds opened new Franklin Premier Income Trust positions in Q2 2024 and 8 closed out, a net change of +2 holders.
  • The largest Franklin Premier Income Trust buyer in Q2 2024 was Allspring Global Investments, an estimated $4.4M added.
  • The largest Franklin Premier Income Trust seller in Q2 2024 was Sit Investment Associates, an estimated $4.91M sold.

Based on aggregated 13F filings for Q2 2024.