Franklin Premier Income Trust
PPT
90 hedge funds and large institutions have $136M invested in Franklin Premier Income Trust in 2025 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 24 reducing their positions, and 10 closing their positions.
25% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 24
1.18% more ownership
Funds ownership: 38.36% → 39.54% (+1.2%)
4% more capital invested
Capital invested by funds: $131M → $136M (+$4.93M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
5% less funds holding
Funds holding: 95 → 90 (-5)
30% less first-time investments, than exits
New positions opened: 7 | Existing positions closed: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SIA
Sit Investment Associates
Minneapolis,
Minnesota
|
+$3.96M |
| 2 |
1CP
1607 Capital Partners
Richmond,
Virginia
|
+$823K |
| 3 |
RAM
Readystate Asset Management
Chicago,
Illinois
|
+$314K |
| 4 |
Morgan Stanley
New York
|
+$208K |
| 5 |
PWAM
Papamarkou Wellner Asset Management
New York
|
+$179K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EP
Essential Planning
Portsmouth,
New Hampshire
|
-$817K |
| 2 |
Pathstone Holdings
Englewood,
New Jersey
|
-$384K |
| 3 |
SFS
Shaker Financial Services
Arlington,
Virginia
|
-$303K |
| 4 |
KIM
Karpus Investment Management
Pittsford,
New York
|
-$160K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$132K |
PPT Hedge Fund Activity: Q1 2025 in Review
90 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q1 2025, worth a combined $136M — up 3.8% from $131M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of PPT and 7 opened new positions — a net loss of 3 holders — while 24 trimmed existing stakes and 30 added.
The largest buyer was Sit Investment Associates, adding an estimated $3.96M. The largest seller was Essential Planning, exiting entirely with an estimated $817K sold.
- 90 institutional investors held Franklin Premier Income Trust (PPT) as of Q1 2025, down from 95 in Q4 2024.
- Funds reported $136M of Franklin Premier Income Trust stock for Q1 2025, up 3.8% quarter-over-quarter.
- 7 funds opened new Franklin Premier Income Trust positions in Q1 2025 and 10 closed out, a net change of -3 holders.
- The largest Franklin Premier Income Trust buyer in Q1 2025 was Sit Investment Associates, an estimated $3.96M added.
- The largest Franklin Premier Income Trust seller in Q1 2025 was Essential Planning, an estimated $817K sold.
Based on aggregated 13F filings for Q1 2025.