PIM

Putnam Master Intermediate Income Trust

58 hedge funds and large institutions have $96.3M invested in Putnam Master Intermediate Income Trust in 2025 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 21 increasing their positions, 11 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
58
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1
Sit Investment Associates
Minnesota
$80.8M
SSIM
2
Sheets Smith Investment Management
Texas
$3.79M
1CP
3
1607 Capital Partners
Virginia
$1.44M
CPRC
4
Consolidated Portfolio Review Corp
New York
$1.26M
SSWM
5
Sheets Smith Wealth Management
North Carolina
$830K
Morgan Stanley
6
Morgan Stanley
New York
$740K
SF
7
Summit Financial
New Jersey
$665K
Kovitz Investment Group Partners
8
Kovitz Investment Group Partners
Illinois
$653K
PM
9
Penbrook Management
New York
$506K
GCP
10
Gill Capital Partners
Colorado
$468K
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$465K
WA
12
WealthTrust Axiom
Pennsylvania
$334K
Stifel Financial
13
Stifel Financial
Missouri
$301K
NA
14
NewEdge Advisors
Louisiana
$280K
MWM
15
Melfa Wealth Management
Massachusetts
$278K
IPW
16
Invictus Private Wealth
Colorado
$264K
LPL Financial
17
LPL Financial
California
$245K
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$244K
Commonwealth Equity Services
19
Commonwealth Equity Services
Massachusetts
$214K
Envestnet Asset Management
20
Envestnet Asset Management
Illinois
$198K
MA
21
Mezzasalma Advisors
New Jersey
$193K
FAG
22
Fortitude Advisory Group
Washington
$182K
EFG
23
Ethos Financial Group
Pennsylvania
$181K
HIP
24
HUB Investment Partners
Texas
$142K
Cetera Investment Advisers
25
Cetera Investment Advisers
Illinois
$128K