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PPT

Franklin Premier Income Trust

93 hedge funds and large institutions have $145M invested in Franklin Premier Income Trust in 2025 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 27 increasing their positions, 22 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

23% more repeat investments, than reductions

Existing positions increased: 27 | Existing positions reduced: 22

8% more funds holding

Funds holding: 8693 (+7)

1% more capital invested

Capital invested by funds: $144M → $145M (+$985K)

0.06% more ownership

Funds ownership: 40.76%40.81% (+0.06%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
93
Holders Change
+7
Holders Change %
+8.14%
% of All Funds
1.22%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
13
Increased
27
Reduced
22
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$101M +$5.82M +1,581,087 +6%
1CP
2
1607 Capital Partners
Virginia
$7.58M -$357K -97,153 -5%
Allspring Global Investments
3
Allspring Global Investments
North Carolina
$6.55M -$6.29M -1,709,860 -49%
Morgan Stanley
4
Morgan Stanley
New York
$5.66M -$511K -138,964 -8%
Invesco
5
Invesco
Georgia
$4.35M +$845K +229,753 +24%
Janney Montgomery Scott
6
Janney Montgomery Scott
Pennsylvania
$2.61M +$108K +29,319 +4%
Raymond James Financial
7
Raymond James Financial
Florida
$1.75M -$36.6K -9,935 -2%
QCIG
8
Quad-Cities Investment Group
Iowa
$1.06M -$9.42K -2,561 -0.9%
RP
9
Riverbridge Partners
Minnesota
$873K +$11.9K +3,242 +1%
Osaic Holdings
10
Osaic Holdings
Arizona
$833K -$88.6K -24,082 -10%
Bank of America
11
Bank of America
North Carolina
$730K +$9.98K +2,712 +1%
Royal Bank of Canada
12
Royal Bank of Canada
Ontario, Canada
$702K -$6.82K -1,854 -1%
Kovitz Investment Group Partners
13
Kovitz Investment Group Partners
Illinois
$629K +$53K +14,400 +9%
POIA
14
Pin Oak Investment Advisors
Texas
$592K +$210K +57,050 +55%
Jones Financial Companies
15
Jones Financial Companies
Missouri
$585K +$133K +36,087 +29%
Baird Financial Group
16
Baird Financial Group
Wisconsin
$502K +$257K +69,801 +105%
IA
17
Intellus Advisors
Florida
$490K +$95.5K +25,949 +24%
UBS Group
18
UBS Group
Switzerland
$479K +$103K +27,991 +27%
SRC
19
Shufro Rose & Co
New York
$454K
IWC
20
Integrated Wealth Concepts
Massachusetts
$431K -$7.77K -2,111 -2%
MML Investors Services
21
MML Investors Services
Massachusetts
$388K +$21K +5,719 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$337K -$467 -127 -0.1%
LPL Financial
23
LPL Financial
California
$333K -$21.1K -5,737 -6%
AWM
24
Apollon Wealth Management
South Carolina
$332K -$7.99K -2,172 -2%
Commonwealth Equity Services
25
Commonwealth Equity Services
Massachusetts
$315K -$130K -35,220 -29%

PPT Hedge Fund Activity: Q3 2025 in Review

93 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Franklin Premier Income Trust (PPT) for Q3 2025, worth a combined $145M — up 0.68% from $144M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new PPT positions and 6 closed out — a net gain of 7 holders — while 27 added to existing stakes and 22 trimmed.

The largest buyer was Sit Investment Associates, adding an estimated $5.82M. The largest seller was Allspring Global Investments, cutting an estimated $6.29M.

  • 93 institutional investors held Franklin Premier Income Trust (PPT) as of Q3 2025, up from 86 in Q2 2025.
  • Funds reported $145M of Franklin Premier Income Trust stock for Q3 2025, up 0.68% quarter-over-quarter.
  • 13 funds opened new Franklin Premier Income Trust positions in Q3 2025 and 6 closed out, a net change of +7 holders.
  • The largest Franklin Premier Income Trust buyer in Q3 2025 was Sit Investment Associates, an estimated $5.82M added.
  • The largest Franklin Premier Income Trust seller in Q3 2025 was Allspring Global Investments, an estimated $6.29M sold.

Based on aggregated 13F filings for Q3 2025.