Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Putnam Premier Income Tr (PPT)

98 + Investors. Track Smart Money conviction in PPT. See who's accumulating, reducing, or initiating positions.

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Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↑ +6
Streak
1Q ▲
Buyers last Q
59%

Smart Money Signals — PPT

Based on 100 hedge funds · latest filing: 2026 Q2 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added PPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (96% of max)

96% of all-time peak
100 hedge funds hold PPT right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +18% more funds vs a year ago

fund count last 6Q
+15 new funds entered over the past year (+18% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 59% buying

45 buying31 selling
Last quarter: 45 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
➡️

Steady new buyers — ~14 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 14 → 22 → 11 → 14. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

66% of holders stayed for 2+ years

66% conviction (2yr+) 15% medium 19% new
66 out of 100 hedge funds have held PPT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
📊

Peak discovery — momentum slowing

13 → 14 → 22 → 11 → 14 new funds/Q
New funds entering each quarter: 14 → 22 → 11 → 14. PPT is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.
🏛️

Veteran-anchored — 68% veterans vs 20% newcomers

68% veterans 12% 1-2yr 20% new
Entry-cohort mix of 100 holders: 68 (68%) are 2+ year veterans, 12 entered 1–2 years ago, and 20 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 31% AUM from major funds

31% from top-100 AUM funds
13 of 99 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.3
out of 10
Low Exit Risk
Exit risk score 3.3/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — PPT

In 2026 Q2, 45 hedge funds were net buyers of PPT (14 opened a new position, 31 added to an existing one), while 31 reduced or exited (23 trimmed, 8 sold completely) — a 59% buyer ratio, indicating a slight buying edge. 31% of total institutional value in PPT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: +6 funds (more new holders than closures). Total institutional holders: 100.

Hedge Fund Ownership: PPT

How many hedge funds hold PPT — quarterly history vs. share price
Quarterly hedge fund ownership of PPT vs. share price

Market Analysis: PPT

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: PPT

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

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Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

2 top-rated funds 0 high-conviction
Consensus
2.1
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PPT
98 + Investors

Track Smart Money conviction in PPT. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2026 Q2) Prior (2026 Q1) Change
Funds Holding 98 94 4.26%
13F Shares 40M 40M -0.15%
Total Value $35M $38M -6.14%
New Positions 13 11 +2
Increased Positions 31 35 -4
Closed Positions 8 21 -13
Reduced Positions 23 18 +5
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PPT

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Institutional Holders (2026 Q2)

98 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in PPT. Verified SEC 13F-HR filings.

QUARTER:
Top 25 PPT holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Quad-Cities Investment Group, LLC 0.34% 273,312 $954K
2 1607 Capital Partners, LLC 0.34% 1,127,808 $3.9M
3 Gilpin Wealth Management, LLC 0.30% 123,231 $430K
4 Shaker Financial Services, LLC 0.21% 192,783 $673K
5 Oder Investment Management, LLC 0.17% 74,404 $260K
6 Valley Brook Capital Group, Inc. 0.14% 69,369 $242K
7 Papamarkou Wellner Asset Management inc. 0.11% 50,000 $174K
8 Intellus Advisors LLC 0.07% 167,203 $584K
9 Whalen Wealth Management Inc. 0.06% 40,580 $142K
10 Kmt Wealth Management, LLC 0.06% 19,594 $68K
11 Kingsbury Capital Investment Advisors LLC 0.06% 19,594 $68K
12 Closed-End Fund Advisors, Inc. 0.06% 16,360 $57K
13 Mezzasalma Advisors, LLC 0.05% 75,816 $265K
14 Mirador Capital Partners LP 0.05% 123,623 $431K
15 Riverbridge Partners LLC 0.04% 393,732 $1.4M
16 Register Financial Advisors LLC 0.03% 26,992 $94K
17 Lazari Capital Management, INC. 0.02% 22,436 $78K
18 Fortitude Advisory Group L.L.C. 0.02% 17,886 $62K
19 Shufro Rose & Co LLC 0.02% 117,000 $408K
20 Gunpowder Capital Management, LLC dba Oliver Wealth Management 0.02% 9,400 $33K
21 Commonwealth Financial Services, LLC 0.02% 40,190 $140K
22 Advisors Asset Management, Inc. 0.02% 327,903 $1.1M
23 Gilman Hill Asset Management, LLC 0.01% 25,000 $87K
24 Clear Creek Financial Management, LLC 0.01% 52,294 $183K
25 International Assets Investment Management, LLC 0.01% 44,432 $154K
Investor Ownership
History
% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — Putnam Premier Income Tr (PPT)

What does the Smart Money Trend signal show for PPT?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added PPT than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for PPT?

Slight buying edge — 59% buying: Last quarter: 45 funds bought or added vs 31 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for PPT holders?

Strong quality — 31% AUM from major funds: 13 of 99 holders rank in the top 100 by AUM, accounting for 31% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.

How long have hedge funds held PPT?

66% of holders stayed for 2+ years: 66 out of 100 hedge funds have held PPT for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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