Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Putnam Premier Income Tr (PPT)

94 + 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
↓ -9
Streak
1Q ▼
Buyers last Q
55%

Smart Money Signals — PPT

Based on 94 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their PPT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
📊

High ownership — 91% of 3.0Y peak

91% of all-time peak
94 funds currently hold this stock — 91% of the 3.0-year high of 103 funds (reached 2025 Q4). Ownership is elevated but not yet at maximum concentration. Room to grow, but watch if the trend reverses.
📶

Steady growth — +8% more funds vs a year ago

fund count last 6Q
+7 new funds entered over the past year (+8% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 55% buying

46 buying38 selling
Last quarter: 46 funds bought or added vs 38 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.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 12 → 14 → 22 → 11. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

67% of holders stayed for 2+ years

67% conviction (2yr+) 18% medium 15% new
63 out of 94 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.
💎

Buying through price weakness — shares -2%, value -74%

Value
-73%
Shares
-2%
Last quarter: funds added -2% more shares while total portfolio value only changed -74%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

9 → 12 → 14 → 22 → 11 new funds/Q
New funds entering each quarter: 12 → 14 → 22 → 11. A growing number of institutions are discovering PPT each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 70% veterans vs 20% newcomers

70% veterans 10% 1-2yr 20% new
Entry-cohort mix of 94 holders: 66 (70%) are 2+ year veterans, 9 entered 1–2 years ago, and 19 (20%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

Strong quality — 29% AUM from major funds

29% from top-100 AUM funds
13 of 93 holders rank in the top 100 by AUM, accounting for 29% of total institutional value held. A meaningful share of the ownership value comes from the most well-resourced institutions.
3.2
out of 10
Low Exit Risk
Exit risk score 3.2/10 — 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 Q1, 46 hedge funds were net buyers of PPT (11 opened a new position, 35 added to an existing one), while 38 reduced or exited (18 trimmed, 20 sold completely) — a 55% buyer ratio, indicating a slight buying edge. 29% of total institutional value in PPT is held by top-100 AUM funds, reflecting strong institutional quality. Net fund flow last quarter: -9 funds (more exits than new entries). Total institutional holders: 94.

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

-- --

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

Is It Too Late to Buy Putnam Premier Income Tr (PPT) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much PPT has moved relative to its sector benchmark (XLF) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 88d ago
PPT
nan%
XLF
nan%

PPT outperformed XLF by nan% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 43d ago
PPT
nan%
XLF
nan%

Since the filing became public, PPT outperformed XLF by nan% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

3 top-rated funds 0 high-conviction
Consensus
2.6
/ 10
breadth
×
Elite
0.3
/ 10
conviction
Hedge Fund Positioning: PPT
94 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 94 103 -8.74%
13F Shares 40M 41M -2.0%
Total Value $38M $144M -73.87%
New Positions 11 22 -11
Increased Positions 35 26 +9
Closed Positions 20 10 +10
Reduced Positions 18 25 -7
Total Calls 0 0 -
Total Puts 0 0 -
PUT/CALL Ratio 0.0 0.0 Bullish

Statistics: PPT

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
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Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
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Total Cash (mrq) --
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Institutional Holders (2026 Q1)

94 + 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 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 1607 Capital Partners, LLC 0.45% 1,747,144 $6.2M
2 Quad-Cities Investment Group, LLC 0.35% 246,965 $877K
3 Gilpin Wealth Management, LLC 0.27% 97,387 $346K
4 Oder Investment Management, LLC 0.20% 74,587 $265K
5 Papamarkou Wellner Asset Management inc. 0.17% 77,000 $273K
6 Valley Brook Capital Group, Inc. 0.17% 69,885 $248K
7 Intellus Advisors LLC 0.07% 145,379 $516K
8 Mezzasalma Advisors, LLC 0.07% 74,400 $264K
9 Riverbridge Partners LLC 0.06% 633,159 $2.2M
10 Closed-End Fund Advisors, Inc. 0.05% 15,162 $54K
11 Whalen Wealth Management Inc. 0.05% 27,622 $98K
12 Mirador Capital Partners LP 0.05% 92,640 $329K
13 Register Financial Advisors LLC 0.03% 26,395 $94K
14 Fortitude Advisory Group L.L.C. 0.03% 17,886 $63K
15 Shufro Rose & Co LLC 0.03% 117,000 $415K
16 Lazari Capital Management, INC. 0.03% 22,436 $80K
17 Commonwealth Financial Services, LLC 0.02% 40,190 $143K
18 Advisors Asset Management, Inc. 0.02% 333,361 $1.2M
19 Clear Creek Financial Management, LLC 0.01% 52,294 $186K
20 Gilman Hill Asset Management, LLC 0.01% 25,000 $89K
21 Sanders Morris Harris LLC 0.01% 15,490 $55K
22 Medallion Wealth Advisors, LLC 0.01% 5,130 $19K
23 Integrity Advisory Solutions, LLC 0.01% 17,794 $63K
24 Allspring Global Investments Holdings, LLC 0.01% 1,367,557 $4.9M
25 Smith, Moore & CO. 0.01% 27,977 $99K
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?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their PPT positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for PPT?

Slight buying edge — 55% buying: Last quarter: 46 funds bought or added vs 38 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 — 29% AUM from major funds: 13 of 93 holders rank in the top 100 by AUM, accounting for 29% 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?

67% of holders stayed for 2+ years: 63 out of 94 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.

Is it too late to buy Putnam Premier Income Tr (PPT) following the 2026 Q1 hedge fund 13F filings?

As of today, PPT has moved nan% since the 2026 Q1 13F filing date (May 15, 2026), compared to nan% for the XLF sector ETF — an outperformance of nan%. Since the quarter end (March 31, 2026), PPT has gained nan% vs nan% for XLF. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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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